Mindy Fishel serves as Managing Director at Alex. Brown, a division of Raymond James, where she focuses on constructing and implementing efficient, customized financial plans tailored to her clients’ specific needs. This includes advising clients on strategic and tactical asset allocation decisions, as well as specific investment vehicles and opportunities. In addition, Mindy advises clients on the importance of protecting assets through proper trust & estate planning.

Mindy has over 25 years of experience in the financial services industry and has been recognized as a Best-In-State Wealth Advisor by Forbes from 2017 through 2026.

Mindy lives in Marin County, California with her husband and two children. In her spare time, she coaches Little League baseball and serves on several local not-for-profit boards.

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.