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Articles by Sarah Mercurio
Three William Blair Advisors Named to Barron’s Top 100 Women Financial Advisors
Lindsey Holton, Sarah Mercurio, and Jackie Moss Congratulations to Lindsey Holton, Sarah Mercurio, and Jackie Moss, William Blair wealth advisors and partners, on being named to Barron’s 2026 Top 100 Women Financial Advisors list. The annual ranking recognizes the nation’s top women financial advisors based on the quality of their practices, assets under management, financial planning, and client service.
William Blair Women Wealth Advisors Named Best in State by Forbes 2026
William Blair is thrilled to announce 14 women wealth advisors named best-in-state by Forbes on their 2026 Top Women Wealth Advisors list, released on February 4. Representing the firm’s offices in California, Georgia, Illinois, Massachusetts, and New York, the advisors honored are: Kim Tyson Chenevey (Georgia) Barbara J.
One Couple’s Search for the Right Offshore Cruising Boat
When Sarah and I tell people we’re planning to sail around the world, we usually get one of two questions: “Where will you go?” and “What kind of boat are you doing it in?” The first answer is simple: everywhere we can. High latitudes and tropical trade routes, quiet coves and remote anchorages, oceans to cross and people to meet. The second question takes longer to answer—and the decision behind it took even longer to make. We knew from the outset that this boat wouldn’t just be a mode of travel.
Barrons Names William Blair Colleagues as Top 100 Women Advisors 2025
Congratulations to William Blair’s Lindsey Holton, Laura Linger, Sarah Mercurio, and Jackie Moss on being recognized on Barron’s 2025 Top 100 Women Financial Advisors list, released on July 18. The magazine’s ranking spotlights the nation’s top 100 women financial advisors based on the quality of their practices, assets under management, financial planning, and other services. Each of these advisors has made Barron’s Top 100 Women’s list in previous years.
William Blair Advisors Make Barrons 2024 Top Women Financial Advisors List
William Blair’s Lindsey Holton, Louise Lane, Laura Linger, Sarah Mercurio, and Jackie Moss were named in Barron’s 2024 Top Women Financial Advisors list released on July 19, a compilation of the best women advisors nationwide. The magazine published its first advisor ranking in 2004 to spotlight the nation’s best wealth managers based on assets, revenue, and quality of practice. This was the first time Linger made Barron’s top list and the second time Holton and Mercurio made the list.
Five William Blair Colleagues Make
Barron’s named William Blair’s Lindsey Holton, Louise Lane, Carlette McMullan, Sarah Mercurio, and Jackie Moss as America’s top women financial advisors in its annual list released June 16. The magazine’s rankings spotlight the nation’s top 100 women financial advisors based on the quality of their practices, assets under management, financial planning, and other services. This was the first time Holton and Mercurio made top list. Lane, McMullan, and Moss have been honored in past years.
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