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OVERVIEW

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This year's Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.

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LICENSING OPTIONS

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","type":"general","following":false,"hideDescription":false,"sponsored":false,"removeTopPadding":false,"removeBottomPadding":false}],"panelId":"panel1","limit":0,"swimlane":false,"more":false,"enableAds":false,"removeBVPrepend":false,"brandvoiceHeader":false,"profileLink":false,"fullListLink":false,"pagination":false,"filters":false,"year":0,"directLink":false,"videoInModal":false},"csf-channel_72section_1462_5c6b3e0e08096":{"channel":"channel_0","section":"section_0","location":"csf-channel_72section_1462_5c6b3e0e08096","panel":"custom_html","contentPositions":[{"position":1,"description":"\n\n
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#35IN SOUTHERN FLORIDA

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ROSITA \"JO\" KAUFMAN

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Morgan Stanley Wealth Management
\nBoca Raton, Florida

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\nTotal assets under management: $546 million\n

\n Her story: Kaufman arrived in America from the Philippines as a mail-order bride. She began a career in financial services as a commercial lender and eventually found her calling in wealth management.\n

\n Her outlook: Market volatility will continue amid growing geopolitical uncertainty.\n

\n Her advice to clients: Ignore the noise. Your accounts are structured based on your specific goals.\n

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\n \n READ MORE\n
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BEST-IN-STATE WEALTH ADVISORS

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TOP WOMEN WEALTH ADVISORS

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TOP NEXT-GEN WEALTH ADVISORS

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BEST-IN-STATE NEXT-GEN WEALTH ADVISORS

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TOP WEALTH ADVISORS

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