Sewickley resident Lacey A. York has been named to Forbes’ 2021 Best-In-State Wealth Advisors list.
According to a news release, the list spotlights more than 5,000 top-performing advisors selected from a pool of 32,725. Advisors were nominated by their firms then researched, interviewed and assigned rankings within their respective states.
An accomplished financial advisor with Stifel Financial Corp. of Beaver County, York has qualified for the firm’s Chairman’s Council every year since 2009, is a member of the Private Wealth Management Leadership Team of Stifel’s Women’s Initiative Network, has attended the Barron’s Top Women Advisors Summit each year since 2014, and was named to Forbes’ America’s Top Women Wealth Advisors list in 2020 and to Working Mother magazine’s Top Wealth Advisor Mom’s List in 2020.
York began her investment industry career in 1999 and joined Stifel in 2009. She earned the Accredited Asset Management Specialist designation in 2004 and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health and variable insurance licenses (including annuities). She graduated magna cum laude with a bachelor of business administration in marketing from the University of Notre Dame.
