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.