Kristen Taylor of Stifel Named to Forbes' America's Top Women Wealth Advisors List for Third Straight Year.


Kristen Taylor

Stifel Financial Corp. (NYSE: SF)  announced that Kristen Taylor of the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, was named to Forbes’ America’s Top Women Wealth Advisors list for the third straight year.  

This year’s America’s Top Women Wealth Advisors list spotlights approximately 1,375 top advisors across the country who were nominated by their firms and then researched, interviewed, and assigned a ranking within their respective states.  

In addition to the America’s Top Women Wealth Advisors list, Ms. Taylor was named to Forbes’ Best-In-State Wealth Advisors list in 2021.  She has 40 years of experience as a financial advisor and earned an MBA from the University of Washington.  Ms. Taylor is based in Stifel’s Wenatchee, Washington, Private Client Group office and can be reached at (509) 663-8604.

Methodology
Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, March 24, 2021, and April 21, 2020.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 34,500, 32,810, and 32,000 nominations, respectively.  Forbes’ Best-In-State Wealth Advisors, February 11, 2021.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations.
 
The America’s Top Women Advisors and Best-In-State Wealth Advisors rankings were developed by SHOOK Research and are based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes:  client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including:  assets under management and revenue generated for their firms.  Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience.  Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.  For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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