For the Wise Investor Group, this recognition further validates our continued commitment to providing excellent service and sound advice to our clients in order to help each and every one achieve their unique financial goals.
Reston, Virginia (PRWEB) March 25, 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 Financial Times Top 400 Financial Advisors.
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.
The Financial Times 400 Top Advisors ranks financial advisors at national, independent, and regional broker-dealers. These advisors have over 10 years of experience and on average manage over $1.3 billion in assets. Each advisor was selected based on assets under management (AUM), asset growth, years of experience, industry certification, FINRA compliance record, and online accessibility.
“It is an honor to be named one of the Financial Times 2014 Top 400 Financial Advisors,” said Smith. “For the Wise Investor Group, this recognition further validates our continued commitment to providing excellent service and sound advice to our clients in order to help each and every one achieve their unique financial goals.
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.
About The Wise Investor Group
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.