Two local women named to Forbes Best-in-State Women Wealth Advisors list

Kristen Taylor, the Managing Director and co-founder of Taylor/Bryant Investment Group, was named to Forbes’ Best-in-State list for 2026.

COURTESY OF STIFEL INVESTMENT SERVICES

Roxanne Bryant, Senior VP of Investments with her firm, has been in financial services for more than 40 years.

COURTESY OF STIFEL INVESTMENT SERVICES

Posted Thursday, February 26, 2026 6:00 pm

By ANDREW SIMPSON
Ward Media Staff Reporter

WENATCHEE — Two longtime Wenatchee financial advisors with Stifel Financial have been named to Forbes’ 2026 Best-in-State Women Wealth Advisors list, a national recognition that reflects decades of work with families and businesses across North Central Washington.

Kristen Taylor, Managing Director/Investments and co-founder of the Taylor/Bryant Investment Group, earned the honor for the fifth consecutive year. Roxanne Bryant, Senior Vice President/Investments, was also named to this year’s list.

The annual ranking highlights top advisors in each state and is based on a combination of industry research, interviews and professional experience.

Taylor brings more than 40 years in the financial services industry and focuses on helping clients plan for major life stages — from saving for retirement to generating income in later years and building education funds for children and grandchildren. A University of Washington graduate with both a bachelor’s degree and an MBA, she has been recognized on multiple national Forbes lists in recent years.

“I am honored to be recognized once again on Forbes’ Best-in-State Women Wealth Advisor list,” Taylor said. “I am grateful for the trust my clients place in me and the opportunity to make a difference in their lives every day.”

Bryant began her financial services career in 1984 and joined Stifel in 2009. She works with multigenerational families and local businesses, including helping companies manage operating funds and retirement plans. A graduate of Central Washington University, she holds multiple industry licenses.

Like Taylor, Bryant was appreciative of the honor, and named the people she advises and their confidence as the reason. “I am excited to be named,” Bryant said. “I appreciate the trust my clients have placed in me, and I look forward to many more years of assisting them.”

Both advisors are based in Stifel’s Wenatchee office and are part of the same investment group, which was named to Forbes’ Best-in-State Wealth Management Teams list in 2024.

Andrew Simpson: 509-433-7626 or andrew@ward.media