Monday, March 4, 2024

Stifel’s Kristen Taylor named to Forbes’ Best-in-State Women Wealth Advisors List

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ST. LOUIS – Stifel Financial Corp. (NYSE: SF) today announced that Kristen Taylor, Senior Vice President/Investments with the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary, was named to Forbes’ 2023 Best-in-State Women Wealth Advisors list.

This year’s Best-in-State Women Wealth Advisors list spotlights approximately 1,700 top advisors across the country who were researched, interviewed, and assigned a ranking within their respective states.  Ms. Taylor was also named to Forbes’ Best-in-State Women Wealth Advisors list in 2022 and America’s Top Women Wealth Advisors list in 2021 and 2020.                   

Ms. Taylor earned a Bachelor of Arts and an MBA from the University of Washington and has more than 30 years of experience as a financial advisor.  She is co-founder of the Taylor/Bryant Investment Group 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, April 21, 2020, and March 18, 2021, and Forbes’ Best-in-State Women Wealth Advisors, February 4, 2022 and February 2, 2023, each based on the 12-month period ending September 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see www.stifel.info/award-disclosures.

About Stifel: Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited.  The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.  Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions.  Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services.  To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.

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