Janette Acton

Janette is a 28 year veteran of Merrill Lynch Wealth Management and is proficient in general retirement planning, estate planning needs, trust services, and education planning. Utilizing her substantial experience and knowledge in financial services, Janette is able to help high net worth individuals, families, and business owners achieve their financial goals. She earned the Certified Investment Management Analyst^® (CIMA^®) designation from the Investments & Wealth Institute^™ through the Wharton School of Business as well as the Certified Plan Fiduciary Advisor^® (CPFA^®) designation. Most recently, Janette was named to Working Mother/Shook Research’s “Top Wealth Advisor Moms” list in 2018, 2019, 2020 and 2021* (*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year), Forbes “Best –in-State Wealth Advisors in 2021, 2022 and 2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), Forbes “America’s Top Women Wealth Advisors in 2020 and 2021 (*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year) and Forbes “Top Women Wealth Advisors Best-in-State” list in 2022 and 2023 (*Source: The Forbes “Top Women Wealth Advisors Best-in-State” list, published annually in February. Rankings based on data as of Sept 30 of prior year.) In her free time, Janette volunteers her time for the Lemont Park Foundation. Additionally, she enjoys time with family, hiking and biking.



*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Data provided by SHOOK^® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.
 
Data provided by SHOOK^® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Top Women Wealth Advisors Best-in-State” list, published annually in February. Rankings based on data as of Sept 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes “Top Women Wealth Advisors Best-in-State” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.