Forbes’ Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 30 of the year prior to publication, and
Working Mother’s Top Wealth Advisor Moms rankings are based on the 12-month period ending March 31 of the year of publication, each are selected by SHOOK Research, LLC.
AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see
www.stifel.info/award-disclosures.