Eric Wightman and Nancy Osmond Popovich Named to the 2015 Financial Times 400 Top Financial Advisors
Reston, VA (PRWEB) March 25, 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 Managing Directors Nancy Osmond Popovich and Eric Wightman have been named to the 2015 Financial Times 400 Top Financial Advisors list.
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.
Nancy Osmond Popovich has been advising her clients on asset allocation, investment strategies, financial planning and wealth transfer for more than 17 years. Nancy is a strong advocate for helping women to gain a deeper understanding of their financial life and is a founding member of the Baird Network of Women Financial Advisors.
As one of the founding members of The Wise Investor Group and a leader on the team’s Investment Decision Committee, Eric Wightman is responsible for setting the group’s investment strategy and ensuring that appropriate risk management is applied to the portfolio decisions.
“Nancy and I are extremely honored to be named to the 2015 Financial Times Top 400 Financial Advisors,” said Wightman. “This prestigious recognition reflects The Wise Investor Group’s mission to provide our clients with the best in service and financial guidance in order to help each and every one achieve their unique goals.”
For further information about each of the recipients, please visit, http://www.thewiseinvestorgroup.com
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 investing.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
Courtney Benhoff, Abel Communications for The Wise Investor Group, http://www.abelcommunications.com/, +1 (443) 869-2197 Ext: 149, [email protected]
Share this article