Forbes' Best-in-State Wealth Advisors

Spencer Named to:

Forbes’ Best-in-State Wealth Advisors: 2024

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Spencer Frank

Stifel’s Chairman’s Council: 2019 | 2020 | 2021 | 2022 | 2023

For 2023 qualification, Stifel’s Chairman’s Council consisted of 240 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.