Margaret Baldwin, CRPC®

Senior Vice President, Financial Advisor

 

 

Selected by Forbes as one of
America's 
Top 200 Women
Wealth Advisors - 2017

 

 

America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.  For more information: www.SHOOKresearch.com