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, announced that seven of its experts have been named to Northern Virginia Magazine’s annual list of the region’s Top Financial Professionals.
Managing Director Simon Hamilton and Senior Vice President Chase Hinderstein were named to the list in the investment planning category. Hamilton, who is recognized for the third consecutive year, leads the group’s Portfolio Management department and focuses on portfolio management, asset allocation and fixed income analysis. Hinderstein, who is a key member of the group’s Investment Decision Committee and plays a lead role in portfolio management, was named to the list for the second consecutive year.
Founding Partner and Managing Director Eric Wightman and Senior Vice President David Mount were recognized in the risk management category. Wightman leads the team’s Investment Decision Committee, setting the group’s overall asset allocation strategy, and was named to the list for the third year in a row. Mount, named to the list for the second consecutive year, specializes in portfolio management and proper asset allocation to meet clients’ specific goals.
Managing Director Greg Smith, CFP®, ChFC®, CPWA® and Senior Vice President Ann Summerson CFP®, CDFA™ were recognized in the retirement planning category for the second consecutive year. 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 seniors and the children and family members who care for them.
Senior Vice President Matt Anderson CFP®, CPWA®, CLU® was named to the insurance planning category for the second year in a row. Anderson leads 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. Professionals who received the most votes by their peers were named to the list. To view the complete list, please visit http://www.northernvirginiamag.com/best/financial-advisers/.
“We are honored to again be recognized by our peers as some of the top financial professionals in the Northern Virginia region,” said Smith. “For The Wise Investor Group, this further validates our commitment to serving our clients and providing comprehensive financial planning and investment services that enable each of our clients to achieve their unique financial goals.”
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.
The Wise Investor Group also recently launched its newly redesigned mobile app, The Wise Investor Group App. The improved app includes episodes of The Wise Investor Show, Quarterly Commentary, Market Insights and additional content from the firm. The mobile app is free for download and available in both the Apple Store and on Google Play.
About The Wise Investor Group
The Wise Investor Group (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.
