You may recall that the Sanchez Schuster Post Group was recently recognized as one of FORBES | SHOOK Research Best-in-State Wealth Management Teams for 2025. This recognition is awarded to select Financial Advising teams who exemplify consistently elevated standards surrounding client service.
Well, the accolades continue with the exciting announcement that Melissa Sanchez, CFP®, CPWA® has been selected as FORBES | SHOOK Research Best-in-State Top Female Wealth Advisors for 2025! Please join us as we celebrate this tremendous achievement!
Forbes reports, "...During market uncertainty, women [advisors] are more likely to weather volatility and maintain a “conservative” investing approach, according to Fidelity’s 2024 Women & Investing Study. The ninth annual ranking of Forbes | SHOOK Top Women Wealth Advisors features just over 2,400 women with proven track records who manage cumulative assets of roughly $3.6 trillion."
As one of only 11 female advisors selected from the state of Wisconsin, and one of two from the Baird-Waukesha location, we are tremendously proud of Melissa and her decades-long servitude to our clients.
Congratulations, Melissa!
If you know someone who could benefit from our services, we'd love to meet them. Drop us a line or give us a call!
To learn more about the FORBES | SHOOK Research Best-in-State Top Female Wealth Advisors for 2025 ranking and process, please visit: FORBES Best-in-State Women Advisors
2025 Forbes Top Women Wealth Advisors Best-In-State. Published 2/11/25, rankings based on data as of 9/30/24. SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.