Stifel Wealth management team named to Forbes list

Kris Taylor

Roxanne Bryant

Alisa Franklin

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Stifel Financial Corp. announced that the Taylor/Bryant Investment Group of its broker-dealer subsidiary Stifel, Nicolaus & Company has been named to Forbes' 2024 Best-in-State Wealth Management Teams list. 

The Wenatchee-based team consists of financial advisors Kris Taylor, Roxanne Bryant, and Alisa Franklin. With over 85 combined years of experience, the team specializes in developing tailored investment plans that align with clients' unique financial goals.

Forbes' annual ranking spotlights around 4,100 top-performing wealth management teams across the United States based on research and interviews by SHOOK Research.

Stifel Financial Corp., headquartered in St. Louis, provides securities brokerage, investment banking, trading, and financial advisory services through subsidiaries including Stifel Nicolaus and Keefe Bruyette & Woods. The company also offers banking, trust, and lending services.