Lis McNealey Spaine

Awards & Recognition

Lis McNealey Davies has received the awards listed below.

We believe these awards help display her dedication to provide exemplary client service and reinforce her focus on helping women achieve great financial success at all stages of life.

Forbes Best-In-State Wealth Advisor

Lis McNealey Davies, CDFA®, was recognized as a Best-In-State Wealth Advisor in 2019.

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Five Star Wealth Manager Award

Lis McNealey Davies, CDFA®, was recognized as a Five Star Wealth Manager in 2013, 2014, 2016 and 2018-2020, as featured in Columbus Monthly Magazine.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,048 Columbus wealth managers were considered for the award; 71 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019 - 1,061 Columbus wealth managers were considered for the award; 79 (7 % of candidates) were named Five Star Wealth Managers. 2018 - 1,165 Columbus wealth managers were considered for the award; 67 (6% of candidates) were named Five Star Wealth Managers. 2016 - 712 Columbus wealth managers were considered for the award; 112 (16% of candidates) were named Five Star Wealth Managers. 2014 - 1,333 Columbus wealth managers were considered for the award; 133 (10% of candidates) were named Five Star Wealth Managers. 2013 - 968 Columbus wealth managers were considered for the award; 97 (10% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.


Top Wealth Advisor Mom

Lis McNealey Davies, CDFA®, was recognized as a Working Mother’s Top Wealth Advisor Mom in 2018, 2019 and 2020, as featured in Working Mother Magazine.

The Working Mother's Top Wealth Advisor moms ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Learn more about The Arlington Group Investment Consulting team.

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.