We are excited to announce that Obermeyer Wood Investment Counsel has been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for the sixth consecutive year. Ali Phillips and Dana Nightingale, CFA, CFP®, represent our firm on the 2022 list, which SHOOK Research selects annually after considering a combination of qualitative and quantitative criteria when evaluating a pool of over 34,000 nominees.
This year, Phillips is ranked second in Colorado and has also been recognized as one of the top 100 in the nation. Nightingale, making her third straight appearance on the list, moved up 10 spots since 2021, coming in as the sixth-ranked advisor in the state in 2022. Obermeyer Wood is the only independent Registered Investment Advisor (RIA) to have two advisors ranked in the top 10 in Colorado.
We are thrilled to have two advisors on this list, and we believe that this award reflects our team’s dedication to working with our clients to protect and grow their wealth over time through careful investment portfolio construction, sound financial planning, and guidance during life changes.
“Our firm is honored to be featured in this important ranking,” said Phillips. “Our collective diversity of backgrounds and experiences allows us to better serve our clients and forge deeper, longer-term relationships with the individuals and families that we work with. We applaud SHOOK and Forbes for their focus on highlighting women in our industry and are incredibly proud of our talented and diverse team.”
Please join us in congratulating Ali, Dana, and the entire team at Obermeyer Wood for this recognition. We would also like to thank our clients for their continued trust and support, making honors like this possible.
Complete coverage of the Forbes Top Women Advisors Ranking 2022 can be found here.