DiDonato Wealth Advisors: Recognized as a Best-in-State Wealth Management Team by Forbes for 2nd consecutive year

BROOKFIELD, Wis. – March 21, 2024 – For the second consecutive year, DiDonato Wealth Advisors, a private wealth advisory practice with Ameriprise Financial in Brookfield, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. DiDonato Wealth Advisors was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients.

DiDonato Wealth Advisors is led by Managing Director Bob DiDonato, CIMA®, a Private Wealth Advisor with 19 years’ experience in the financial services industry. He has been an Ameriprise Circle of Success member since 2013. DiDonato was named a Forbes “Best-in-State Wealth Advisor” in 2022, and honored as a Five Star Wealth Manager annually since 2013.

DiDonato Wealth Advisors includes Managing Director Debrah Oelke, a financial advisor, Associate Vice-President Ann Massaro DiDonato, CFP®, APMA®, a financial advisor, and support staff Tom Chappelle, Christine Kennedy and Laurie Meissner. The practice has $520 million in assets under management.

DiDonato Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Bob DiDonato at (262) 901-1537, visit the Ameriprise office at 300 N. Corporate Drive, Suite 100, Brookfield, or review their team web site: www.didonatowealth.com .