Align Wealth Management, a private wealth advisory practice with Ameriprise Financial in Owensboro, has been named to Forbes’ 2026 list of Best-in-State Wealth Management Teams.
Align Wealth Management is led by Drew Watson, private wealth advisor and CFP. Watson said Align provides personalized financial advice built around a clear understanding of clients’ needs and goals through one-on-one relationships.
“It is always humbling to be recognized for the meaningful work our team does,” Watson said. “We are blessed to work with clients who value the advice-based relationships that guide what we do every day. I am also very humbled to lead such a great team and am very thankful for the hard work all our team exhibits on a daily basis.”
The Owensboro-based team also includes financial advisors Travis Chaney, Brian Wilborn, Heath Greenwell, Michael Tison, Dora Riley, Madison Haycraft, J.D. Ramsey, Debra Woodard, Burns Mackey, Amy Wiitala, Carson Andersen, Bruce Gillen, Benjamin Bowers, Brandon Wiitala, Scott Hill, William Pearson, Kelly Ramsey and David Fry, along with support staff Jenna Curtis, Stephanie Johnson, Jennifer Sevcik, Rusty Davis, Christy Chaney, Kristan Settle, Cassandra Blair, Katie Isaacs, Alissa Davidson, Trish Fisher and Payton Dixon. Collectively, the team has served the Owensboro community since 1995.
The Forbes list recognizes wealth management teams from national, regional, and independent firms across the country. Rankings are developed by SHOOK Research and are based on a combination of qualitative and quantitative criteria, including in-depth interviews and data analysis covering the period from March 31, 2024, to March 31, 2025.
To be considered, teams must include at least five members, have at least one advisor with a minimum of seven years of experience, have been established as a team for at least one year, and be nominated by their firm. The evaluation weighs factors such as revenue trends, assets under management, compliance records, industry experience, and overall best practices in client service. Portfolio performance is not considered due to varying client objectives and the lack of audited data.
Align Wealth Management is located at 2708 New Hartford Road. More information is available by calling 270-684-8424 or visiting ameripriseadvisors.com/team/align-wealth-management/.
