The recognition reflects our team’s commitment to helping our clients in Northern Virginia make the best financial decisions for themselves and their families.
Reston, Va. (PRWEB) August 28, 2015
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 seven of their professionals were named to Northern Virginia Magazine’s annual listing of the region’s Top Financial Professionals. Members of The Wise Investor Group were named to the list in categories including investment planning, retirement planning, insurance planning and risk management.
Managing Director Simon Hamilton was named to the list in the investment planning category for the second year in a row. Hamilton leads the group’s Portfolio Management department, focusing on portfolio management, asset allocation and fixed income analysis.
Managing Director Eric Wightman, a founding member of The Wise Investor Group, was also named to the list for the second year in a row in the risk management category. Wightman leads the team’s Investment Decision Committee, setting the group’s overall asset allocation strategy.
Vice President Chase Hinderstein, named to the list in the investment planning category, provides The Wise Investor Group clients with guidance in fixed income investing.
Vice President David Mount, recognized for his skills in risk management, specializes in portfolio management and proper asset allocation to meet specific goals.
Managing Director Greg Smith, CFP®, ChFC® and Vice President Ann Summerson CFP®, CDFA™ are on the list of the region’s top financial professionals for retirement planning. Smith, founder of The Wise Investor Group’s financial planning department, provides expertise on retirement, college and estate planning. Summerson specializes in providing guidance for the continuing care retirement community, specifically the concerns of both senior family members and the children caring for them.
Vice President Matt Anderson CFP®, CPWA®, CLU® was named to the insurance planning category. Anderson founded the team’s risk management services, which includes estate planning, insurance, long term care and annuities.
Northern Virginia magazine’s annual Top Financial Professionals is a peer-nominated listing featuring the region’s leading financial planners, wealth managers, accountants and estate planners. Those professionals who received the most votes by their peers made it to the list. To view the complete list, visit http://www.northernvirginiamag.com/.
“It is such a high honor for The Wise Investor Group to be named to Northern Virginia magazine’s list of Top Financial Professionals, “ said Smith. “The recognition reflects our team’s commitment to helping our clients in Northern Virginia make the best financial decisions for themselves and their families. We are especially proud to have been recognized by our peers for the impact our team makes on the financial services industry.”
The Wise Investor Group hosts The Wise Investor Show, airing live every Sunday on WMAL 105.9 FM and AM 630 in Washington, D.C, gives listeners the opportunity to hear from these top professionals and more about current market trends and other financial advising topics.
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. Member SIPC.