Working Mother magazine recognizes Heather Locus

October 10, 2019

Working Mother recognized Heather Locus in their third-annual list featuring the top 400 mothers working in wealth management today.

SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.