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Meet Our 2020 Forbes/Shook Top Women Wealth Advisors

  • Oppenheimer & Co. Inc.
  • April 21, 2020

We are pleased to announce that four Oppenheimer Financial Advisors have the honor of being named in Forbes’ definitive list of America’s Top Women Wealth Advisors (pictured below from left to right: Sandra Chism, Joan Gilchrist, Larissa Poindexter and Tama Zaydon). This year’s list spotlights 1,000 top advisors across the country who were nominated by their firms—and then thoroughly researched, interviewed, and assigned a ranking within their respective states.

forbes shook top women
forbes shook top women

The Forbes ranking, developed by SHOOK Research, is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices.


Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.