To be named to this prestigious list for the sixth consecutive year reflects our dedication to client service here at The Wise Investor Group. We are all extremely proud.
Reston, Virginia (PRWEB) March 17, 2014
The Wise Investor Group at Robert W. Baird & Co., a team of experienced financial professionals offering financial planning, portfolio management, investment analysis and account services, today announced that Managing Director Gregory S. Smith, CFP ®, ChFC® has been named one of Barron’s Top 1200 Financial Advisors.
This is the sixth consecutive year that a financial advisor of The Wise Investor Group has appeared on the list. Smith was named #5 on the list of Top Advisors in the state of Virginia.
Smith, a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®, founded The Wise Investor Group’s financial planning department in 1999, focusing on retirement, college and estate planning for his clients.
“It is such an honor to be recognized as one of the top five financial advisors in the state of Virginia,” said Smith. “To have someone named to this prestigious list for the sixth consecutive year reflects our dedication to client service here at The Wise Investor Group. We are all extremely proud to be recognized by Barron’s in this way.”
In addition to his current role as Managing Director and Senior Private Wealth Management Financial Planner with The Wise Investor Group, Smith serves as a Financial Planning Mentor to new financial planners through the Financial Planning Association. He is also a seminar lecturer, author, educator and periodic host of The Wise Investor Show, aired live in the Washington, D.C. area on WMAL AM 630 and 105.9 FM.
Barron’s 2014 Top 1200 Financial Advisors ranks the best financial advisors across the United States and organizes by state. The rankings are constructed on information sourced by over 4,000 of the nation’s most productive advisors. The ranking takes into consideration the assets under management, revenue produced by the firm, regulatory record, quality of the practice and philanthropic work.
The Wise Investor Group (http://www.thewiseinvestorgroup.com) at Robert W. Baird & Co. is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.