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Amy Cady, CFP ®, Managing Director – Investment Officer, of Wells Fargo Advisors in Bartlesville has been recognized on the America’s Top Women Wealth Advisors Best-In-State list by Forbes.

This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.

“It’s an honor to be recognized by Forbes as one of the America’s Top Women Wealth Advisors Best-In-State,” said Cady. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”

Amy has more than 25 years of experience in the financial services industry. She is a graduate of Oklahoma Wesleyan University and earned a Bachelor’s Degree in Business from the University.

The Forbes America’s Top Women Wealth Advisors Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.