Ali Phillips Among Forbes’ Top Women Wealth Advisors

February 28, 2017

Ali Phillips was recently recognized by Forbes as one of the nation’s top female wealth advisors. The inaugural ranking, published on February 28, 2017, identifies the top 200 women advisors across both brokerage firms and independent asset managers such as Obermeyer Wood Investment Counsel. Ali is ranked 26th in the nation and is the top-placed nominee in Colorado.

Forbes partnered with Shook Research to produce the ranking, which is based on quality of practice, industry experience, client retention, among other factors.  We are incredibly proud of the work Ali does on behalf of our wonderful group of clients. Please join us in congratulating Ali on this recognition.

For full coverage of this ranking, please click here.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Obermeyer Wood is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Obermeyer Wood by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.