520 Newport Center Drive, Suite 1500
Newport Beach, California 92660

 

Lisa Hartung, CIMA®, AIF®
Senior Vice President/Investments

(949) 252-4772 direct • (949) 466-1245 cell • (949) 720-7074 fax
hartungl@stifel.com
 

 

Terri Greenfield
Registered Client Service Associate
 
(949) 252-4783 direct
 
 
Forbes' 2023 America's Top Women Wealth Advisors Best-in-State List Working Mother's Top Wealth Advisor Moms
  2020 2023

 

This disclosure is for use with the following award badges and mentions:  Forbes’ Best-in-State Women Wealth Advisors (2023), Working Mother’s Top Wealth Advisor Moms (2020), and AdvisorHub’s Advisors to Watch (2023)

Working Mother’s Top Wealth Advisor Moms, July 22, 2020, based on the 12-month period ending March 31 of the year of publication.  Forbes’ Best-in-State Women Wealth Advisors, February 2, 2023, based on the 12-month period ending September 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  AdvisorHub’s Advisors to Watch, June 20, 2023, based on the 12-month period ending December 31 of the year prior to publication, are selected from a pool of nominations as indicated in the methodology.  SHOOK Research, Forbes, and AdvisorHub do not receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  For more information on the selection methodology, see www.stifel.info/award-disclosures.