We are pleased to announce that Monica Jalife has been recognized once again by Forbes and Shook Research for her continued dedication to wealth management and exceptional commitment to her clients. Collectively, the nearly 2,000 women on this esteemed list manage over $2.8 trillion and we are happy to announce that Monica jumped a few spots in the rankings this year, coming in at #40.
We could not be more proud or excited for Monica to receive this honor – as it’s a testament to her and the team’s hard work throughout the year, assisting clients in achieving their financial goals.
The list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
To learn more about this honor, the methodology and to access the full list click here: http://bit.ly/3HYgqVV
