Forbes’ 2018 Top Women Wealth Advisors list features Ali Phillips

May 3, 2018

A familiar face at Obermeyer Wood is in the spotlight at Forbes, which just released its second annual ranking of Top Women Wealth Advisors.

Senior Vice President and partner Ali Phillips is No. 32 on Forbes’ list of 250 “standout financial strategists,” No. 1 in Colorado, and one of six women the magazine chose to feature in its coverage. In Ali’s profile, she explains her transition from investment banking in New York to wealth management in Colorado, what she learned working alongside Goldman Sachs’ Lloyd Blankfein, and why Warren Buffet – who she and fellow Obermeyer Wood advisors will see in person later this week at Berkshire Hathaway’s annual meeting – is the firm’s “investment icon.”

We’re thrilled that Forbes chose to recognize Ali’s expertise and service on behalf of all of our clients.

Full coverage can be found here.

Advisor Spotlight can be found 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.