Lori Gervais is the director with The Gervais Group in Baird鈥檚 North Shore wealth management office
MEQUON 鈥 Lori Gervais, director with The Gervais Group in Baird鈥檚 North Shore wealth management office, has been named to Forbes鈥 2022 Top Women Wealth Advisors List.
鈥淟ori鈥檚 appearance on this prestigious national list solidifies her position among the very best financial advisors in the industry and the country,鈥 said Erik Dahlberg, president of Baird鈥檚 Private Wealth Management business. 鈥淟ori excels at delivering the best financial advice and service to her clients and couldn鈥檛 be more deserving of this recognition.鈥
Financial advisors are selected for Forbes鈥檚 Top Women Wealth Advisors based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
Baird鈥檚 Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion. In January 2022, Baird announced that it entered into an agreement for Pittsburgh-based Hefren-Tillotson to join the firm. Established in 1948, Hefren-Tillotson has over 90 financial advisors operating from six offices in Greater Pittsburgh.