#United States #Dallas #Forbes #Steward Partners #Amy Sabin

Celebrating Excellence: Amy Sabin Recognized by Forbes

Steward Partners, a distinguished independent financial services firm, proudly announces that Amy Sabin, CEPA®, a dedicated Wealth Manager, has been named in the prestigious Forbes "Top Women Wealth Advisors Best-In-State" for 2025. This commendable recognition marks the fourth consecutive year that Sabin has been honored with this accolade, emphasizing her exemplary performance and contribution to the field of wealth management.

As an independent firm known for its personalized approach to client service, Steward Partners takes great pride in its advisors' achievements. Amy’s recognition is particularly noteworthy given that the "Best-In-State" list features only the finest female wealth advisors, who collectively manage assets amounting to over $3.6 trillion.

In reflecting on her journey, Jim Gold, CEO of Steward Partners, stated, "Amy demonstrates unwavering commitment to her clients, combined with a profound expertise and high dedication to excellence that sets her apart year after year. This well-deserved recognition is a testament to her consistency, passion, and the trust she has built with those she serves." This statement underscores the high regard in which Sabin is held, not only by her firm but also in the broader financial community.

A Career Built on Trust and Excellence

Sabin serves as a partner, managing director, and wealth manager at Valiant Private Wealth within Steward Partners, based in Dallas, Texas. With over 25 years of experience in the financial services industry, she has carved out a niche by focusing on a personalized client approach to portfolio management. Her strategy ensures that each investment aligns with the unique financial objectives of her clients, fostering long-term relationships built on trust.

Expressing her gratitude and dedication, Sabin remarked, "It is a tremendous honor to be recognized on this prestigious list among so many inspiring women whom I deeply respect. I am passionate about helping my clients build secure and confident financial futures, which I consider my true reward. I am grateful every day for the trust they place in me." This sentiment reflects Sabin's ethos of client-centricity, aligning her professional success with the financial well-being of those she advises.

Endorsement from Forbes and SHOOK Research

The Forbes Top Women Wealth Advisors list is curated by SHOOK Research, LLC, known for its rigorous criteria that include extensive due diligence—both qualitative and quantitative. The research evaluates each advisor's influence, industry experience, client impact, and assets managed, ensuring that only the most capable women in wealth management are recognized. Investment performance is not a criterion, acknowledging that individual client goals and risk tolerances vary considerably.

This year’s accolade places Sabin among an elite group of advisors leading the charge in an industry that has historically been male-dominated. Her inclusion not only highlights her personal achievements but also signals a broader trend toward recognition of women's contributions in financial services.

About Steward Partners

Founded in 2013, Steward Partners is a full-service, employee-owned firm that provides tailored wealth management solutions to families, businesses, and multigenerational investors across the country. The company's growth is rooted in a strong culture of transparency and excellence, allowing it to thrive in a competitive industry. As of January 2025, the firm managed more than $40 billion in client assets. Steward Partners was also recognized as the #18 Registered Investment Advisor in Barron’s Top 100 RIAs for 2024.

For more information about Steward Partners and their services, visit Steward Partners.

Conclusion

As Amy Sabin continues to make her mark on the financial landscape, her recognition by Forbes serves as a powerful source of inspiration for current and future female advisors in the wealth management space. It is a reminder that dedication, expertise, and a client-first approach can lead to sustained success and recognition in a competitive industry.