Meet Our 2024 Forbes/Shook Top Women Wealth Advisors
- February 8, 2024
Three Oppenheimer Financial Advisors Named As Forbes/Shook 2024 Top Women Wealth Advisors Best-In-State
We are pleased to announce that three Oppenheimer Financial Advisors have the honor of being named in Forbes’ list of Top Women Wealth Advisors Best-In-State. This year’s list spotlights 1,991 top advisors across the country who were nominated by their firms — and then thoroughly researched, interviewed, and assigned a ranking within their respective states.
Sandra Chism
Financial Advisor
Partner
Leawood, KS
Joan Gilchrist
Financial Advisor, Executive Director - Investments
Portfolio Manager, Omega Portfolio Management
Chicago, IL
Tama Zaydon
Financial Advisor
Executive Director - Investments
Coral Gables, FL
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.
Disclosure
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.