Congratulations to Carlette McMullan and Louise Lane, both partners and financial advisors at William Blair, for being named America’s Top 100 Women Financial Advisors list by Barron’s magazine. This is McMullan’s second year being included on the list and Lane’s third year. Lane was also named on Barron’s Top State Advisors list this year. Together, McMullan and Lane have 63 years experience working at William Blair.
McMullan and Lane both work with high-networth individuals, multi-generational families, and foundations. The award recognizes the volume of assets overseen by the advisors, the revenues generated for the firm, and quality of services. Typically the advisors and teams recognized by Barron’s have accounts ranging from $700,000 to $5.17 billion. Lane and her team manages $1,069,000,000 and McMullan and her team manages $713,000,000.
William Blair is truly lucky to have such dedicated people who are passionate about putting clients first to help them grow their wealth while being able to adapt to market volatility. Congratulations to the McMullan and Lane teams!