Forbes Names Phillips to Top Women Wealth Advisors List for Third Consecutive Year

Obermeyer Wood is excited to announce that Ali Flynn Phillips, Senior Vice President and Partner, has been named to the Forbes’ Top Women Wealth Advisors list for the third consecutive year. Phillips, who is ranked No. 33 out of 250 advisors, has been recognized on this annual ranking list every year since its inaugural publication by Forbes, in partnership with SHOOK Research, in 2017. Ali has impressively placed in the top 40 advisors in each of those rankings.

We are honored to have Ali represent our firm in these unique and widely respected industry rankings, which R.J. Shook of SHOOK Research describes as being “unlike other advisor rankings.” Shook added, “SHOOK is not a ‘robo-ranker.’ Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients.”

We believe that Ali, and the rest of our team, embody this role-model advisor, and we pride ourselves on delivering thoughtful, transparent, and meaningful investment advice to those with whom we partner and serve. We want to extend a special thanks to all of our clients for their continued support. Please join us in congratulating Ali on this well-deserved recognition.

Full coverage of the Forbes/SHOOK Research Top Women Advisors Ranking can be found here.

Ali Flynn Phillips’ profile in the Forbes directory can be found here.