A Milestone to Celebrate!
We are excited to share that Annell Danczyk has been named to Forbes 2024 list of “Top Women Wealth Advisors Best-in-State.” Annell is Stack Financial Management’s Vice President, a Senior Portfolio Manager with the firm, and has been an integral part of the SFM Team for over 20 years.
The Forbes ranking, developed by SHOOK Research, is based on qualitative data learned through surveys and interviews with candidates. Quantitative factors such as business growth trends, compliance records, and industry experience are also a consideration. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. Out of over 44,000 nominations received, the list is narrowed to only 1,991 women. We are proud to have Annell join this selection of esteemed candidates.
