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Meet Our 2025 Forbes/Shook Top Women Wealth Advisors

  • Oppenheimer & Co. Inc.
  • February 11, 2025

Four Oppenheimer Financial Advisors Named As Forbes/Shook 2025 Top Women Wealth Advisors Best-In-State

We are pleased to announce that four Oppenheimer Financial Advisors have the honor of being named in Forbes’ list of Top Women Wealth Advisors Best-In-State. This year’s list spotlights 2,400 top advisors across the country who were nominated by their firms — and then thoroughly researched, interviewed, and assigned a ranking within their respective states.

Jackie Abels

Jackie Abels

Financial Advisor
Executive Director - Investments
St. Louis, MO

Sandra Chism

Sandra Chism

Financial Advisor
Partner
Leawood, KS

Joan Gilchrist

Joan Gilchrist

Financial Advisor, Executive Director - Investments
Portfolio Manager, Omega Portfolio Management
Chicago, IL

Tama Zaydon

Tama Zaydon

Financial Advisor
Executive Director - Investments
Coral Gables, FL

The Forbes ranking, developed by SHOOK Research, is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices.

View the full list here.

Award Criteria

Disclosure

Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.