Ali Phillips, President of Obermeyer Wealth Partners, and Senior Vice President Dana Nightingale, CFA, CFP® have been named among Forbes and SHOOK Research’s Top Women Wealth Advisors in the United States and Colorado. We are also excited to announce that Brooke Gais, Vice President of Wealth Advisory, was recognized for the first time on the best-in-state ranking.
Phillips was No. 40 and Nightingale No. 67 in the national ranking, which includes 100 advisors collectively managing approximately $386 billion in assets. All three advisors were named among Colorado’s “Top Women Wealth Advisors Best-in-State.” Obermeyer Wealth Partners is the only registered investment advisor in Colorado with three advisors featured on this prestigious list. This marks the ninth consecutive year our firm has received national and state recognition for Top Women Advisors.
“This award highlights our team’s dedication to providing exceptional service and personalized guidance to each client we serve,” said Phillips. “Our firm is proud to have an advisory team that reflects the diversity of our client base. We are honored by our clients’ trust in us, which allows us to deliver thoughtful investment management, financial planning, and tailored wealth advisory solutions.”
Visit Forbes’ website to view the complete rankings and our website for important information on ranking methodology.
