For the seventh year in a row, Obermeyer Wood Investment Counsel has been recognized on the Forbes/SHOOK Research Top Women Wealth Advisors list – and Obermeyer Wood is the only independent Registered Investment Advisory firm in Colorado to have two advisors ranked on the list of top 100 in the nation.
More than 34,000 nominees compete for a spot on the list each year, which is compiled based on a combination of qualitative and quantitative criteria. Ali Phillips, executive vice president, and Dana Nightingale, senior vice president, were recognized as #35 and #76 in the country, respectively.
“We aim to be partners to our clients and hear everyone’s voice,” Nightingale said. “I believe creating a culture of open dialogue and inclusivity with the families we help leads to a better outcome for them. We are here to listen, be responsive, and add expertise.”
This year’s rankings are a credit to our entire team’s commitment to helping our clients protect and grow their wealth through thoughtful investment portfolio construction, detailed financial planning, and holistic wealth management.
“Our team’s recognition on the Forbes/SHOOK Research Top Women Wealth Advisors reflects the hard work that goes into our goal of having a meaningful, positive impact in the lives of our clients,” Phillips said. “At Obermeyer Wood, we view wealth management as a partnership with our clients to help them achieve their financial goals. This award is a humbling reminder of the trust they have placed in us and our responsibility to continue serving them to the best of our ability.”
We would like to extend our congratulations to Phillips, Nightingale, and the entire team at Obermeyer Wood, as well as our sincere gratitude to our clients for their continued trust and support.Complete coverage of the Forbes Top Women Wealth Advisors Ranking 2023 can be found here.