Wealth Management

Forbes Profile Video: Ali Phillips on Putting Clients First

By July 6, 2020July 16th, 2026No Comments
Ali Phillips on Putting Clients First - Obermeyer Wealth

“Clients first” is one of our seven core values at Obermeyer Wood Investment Counsel. Ali Phillips, Senior Vice President and Partner, recently sat down with Forbes and SHOOK Research to talk about why this core value is at the center of our company culture and how it shapes the work that we perform in helping guide our clients on their unique paths to financial peace of mind.