America’s Top Wealth Adviser Moms include Ali Phillips, Dana Nightingale

October 3, 2017

Obermeyer Wood’s Ali Phillips and Dana Nightingale are among America’s Top Wealth Adviser Moms, a new ranking by Working Mother magazine and SHOOK Research. Phillips is No. 19 on the list of 200, Nightingale is No. 191, and Obermeyer Wood Investment Counsel is among just four wealth advisory firms on the list in Colorado.

“These advisers treat their clients like their own families,” SHOOK Research President RJ Shook observed of the advisors on the list. “They are dedicated to helping these families reach their goals and dreams for the future.” We agree with this sentiment and are proud of Ali and Dana for all of their achievements. We’re also extremely grateful for the relationships we share with our clients, who make this kind of recognition possible.

The complete list is in Working Mother magazine’s October/November issue and online here.

Rankings and recognition by unaffiliated rating services and 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 submitted by the recognized adviser. Rankings are generally limited to participating advisers.