Dana Gleason Nightingale Named Top Next-Generation Advisor

We are thrilled to announce that Dana Gleason Nightingale, Partner and Vice President of Investments and Client Advisory, has been named to the prestigious Forbes and SHOOK Research list of Top Next-Generation Advisors for the fourth consecutive year. This recognition reflects Dana’s passion to work with gen Xers, millennials, and multigenerational families who see the benefit of including their adult children into conversations about wealth. Please join us in congratulating Dana.

The 2020 Top Next-Gen list includes 500 rising advisors who collectively help manage over $1 trillion in client assets. This year Dana was ranked number 142 in the nation out of 500 advisors and number two in Colorado. Each advisor was nominated by his or her firm, then vetted and ranked by SHOOK Research. Advisors are chosen and ranked on a variety of qualitative and quantitative criteria, including industry experience, compliance records, and assets under management.

For complete coverage of the 2020 Forbes and SHOOK Research Next-Generation Wealth Advisors rankings, click here.