Forbes Best-in-State honors for two Wenatchee wealth advisors

Two senior leaders with Stifel Financial’s Wenatchee private client group have been named to Forbes’ 2026 Best-in-State Women Wealth Advisors list, marking another year of national recognition for one of the region’s most established wealth-management practices.

Managing Director/Investments Kristen Taylor and Senior Vice President/Investments Roxanne Bryant, co-leaders of the Taylor/Bryant Investment Group, were both included in the annual ranking of top advisors across the country.

Taylor’s selection represents her fifth consecutive appearance on the list and adds to a series of national honors in recent years, including multiple placements on Forbes’ Best-in-State Wealth Advisors and America’s Top Women Wealth Advisors rankings, as well as recognition from AdvisorHub. She has more than four decades of experience advising clients on retirement accumulation and income strategies, intergenerational wealth planning and education funding.

“I am honored to be recognized once again on Forbes’ Best-in-State Women Wealth Advisor list,” Taylor said. “I am grateful for the trust my clients place in me and the opportunity to make a difference in their lives every day.”

Bryant, whose financial services career began in 1984, works with multigenerational families and business clients, including corporate cash-management and 401(k) plans. She joined Stifel in 2009 and is part of the team that was named to Forbes’ Best-in-State Wealth Management Teams list in 2024.

Her comments echoed Taylor’s, as she expressed her appreciation for the honor. “I am excited to be named to Forbes’ Best-in-State Women Wealth Advisors list,” Bryant said. “I appreciate the trust my clients have placed in me, and I look forward to many more years of assisting them.”

The Forbes Best-in-State Women Wealth Advisors list is compiled from a national pool of candidates and evaluates advisors on a range of qualitative and quantitative factors, including professional experience and industry research.

Both advisors operate from Stifel’s Wenatchee office, underscoring the continued presence of nationally recognized wealth-management services in North Central Washington.

Andrew Simpson: 509-433-7626 or andrew@ward.media