Summit Advisor Makes Forbes’ Best-in-State Top Women Wealth Advisors List for 2024

Colorado Springs, CO (February 20, 2024)—Summit Wealth Group, an independent financial advisory firm with branches throughout the country, today announces that Lacey Jordan, CFP®, ChFC® in Colorado Springs, CO, has been named to the Forbes Best-In-State Top Women Wealth Advisors list for 2024.

Lacey was awarded out of 23,245 advisors considered, and among 1,991 advisors recognized. She was listed by Forbes for the same award in 2023, as well as Forbes Top Next-Gen Wealth Advisors Best-In-State in 2019 and 2022, and Forbes Top 1,000 Next Generation Wealth Advisors in 2018.

“We are proud of Lacey and believe there is no one more deserving of this recognition,” said CEO Randy Morris. “Lacey’s unwavering commitment to providing an exceptional client experience is evident every single day. We are fortunate to have Lacey on the Summit team and celebrate this award with her.”

The ranking reflects the Best-In-State Top Women Wealth Advisors for 2024, according to Forbes. Recipients were determined based on a number of factors, including client retention, industry experience, review of compliance records, assets under management, community involvement, and other qualitative and quantitative measurements.

 


2024, 2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 23,245 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2022, 2019 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. The 2022 award was presented in August 2022 based on data gathered from March 2021 to March 2022. 3,513 Advisors were considered and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary.
Click here for more award information.

2018 Forbes Top 1,000 Next Generation Wealth Advisors, created by SHOOK Research. Presented in July 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary.
Click here for more award information.

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