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Celebrating Women Leaders in Wealth Management: Pathfinder Awards 2026

In a momentous tribute to Women's History Month, the Wealth Solutions Report (WSR) announced the fifth annual Top Women Industry Leaders as part of its distinguished Pathfinder Awards series, recognizing the significant contributions of women in wealth management. This event highlights the commitment of WSR to acknowledge the achievements of female executives who have made considerable impacts in the financial services sector.

Honoring Excellence in Wealth Management

WEALTH SOLUTIONS REPORT* (WSR) is a rapidly expanding B2B digital media platform focused on wealth management commentary and insights. On March 24, 2026, WSR unveiled its list of outstanding women in the industry, selected based on their established reputations, influence, and dedication to fostering a diverse and equitable environment in the wealth management landscape.

Larry Roth, Founder and CEO of WSR, expressed his pride in recognizing such extraordinary talent. He noted, "It is always an honor to recognize outstanding achievement among women executives and professionals in our industry. This year's winners have demonstrated the highest standard of excellence and bring the accomplishments of women in wealth management to the forefront."

The Pathfinder Awards not only celebrate achievement but also foster discussions on diversity, equity, and inclusion within the industry. This initiative is essential for inspiring future generations of women to pursue careers in wealth management.

Profiles of the Pathfinder Winners

The accolades for 2026 were awarded to pioneer figures who exemplify leadership and commitment to excellence in wealth management. The winners include:

• - Andree Mohr: As the President of Integrated Partners, Mohr has been instrumental in shaping her firm’s strategic direction, ensuring that it leads in client services and operational excellence.
• - Leslie Norman: The Chief Technology Officer at Dynasty Financial Partners, Norman is celebrated for her innovative approaches and technology-driven solutions that enhance the client experience.
• - Desireé Sii: As Senior Vice President and Head of Strategic Accounts at AssetMark, Sii is recognized for her dedication to building strong client relationships and delivering bespoke wealth management solutions.
• - Anne Marie Stonich: Holding the title of Chief Client Experience Officer at Coldstream, Stonich has played a pivotal role in transforming client engagement strategies, ensuring a superior overall experience in wealth management.
• - Lisandra Wilmott: The General Counsel and Chief Compliance Officer at Savvy Wealth, Wilmott is recognized for her commitment to regulatory compliance and fostering a culture of integrity within her organization.

Julius Buchanan, WSR’s Editor in Chief, emphasized the importance of these awards in furthering the conversation about advancing women's influence in wealth management. He noted, “Shortly after our inception, WSR began honoring outstanding professionals from underrepresented backgrounds. This year, concurrently with the awards, we feature the winners in an article that takes an honest and probing look at where progress has – and has not – been made.”*

Expanding the Conversation

In conjunction with the Pathfinder Awards, WSR has a history of acknowledging excellence in various sectors, having previously recognized the Top Black Industry Leaders in February, honoring their contributions during Black History Month. This consistency in awards showcases the importance of diversity and inclusion within the financial services industry.

The Pathfinder Awards provide a platform for successful women in wealth management to share their insights, challenges, and strategies with others in the field. This effort not only uplifts their voices but also serves as motivation for aspiring professionals aiming to navigate the often-complex world of finance.

About Wealth Solutions Report

Wealth Solutions Report (WSR) operates as a dedicated platform for B2B insights, analysis, and expert commentary grounded in the experiences of industry leaders. It strives to deliver content that not only informs but also engages and inspires participants in the wealth management space. Under the ownership of Finetric Media, WSR maintains a commitment to objective reporting that highlights actionable strategies and evolving industry challenges.

For more detailed insights into the financial services landscape and the significant contributions of these influential women, readers are invited to visit their website.