Ann Summerson
The Wise Investor Group at Baird, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, is pleased to announce that financial planner Ann Summerson has been named to Forbes’ Top Women Wealth Advisors. The list highlights top female advisors across the country who are leading the way in providing a high-quality experience for clients.
Summerson, CFP®, joined The Wise Investor Group in 2003 and focuses on financial planning topics such as retirement planning, estate planning, risk management, Medicare planning and tax planning for individuals and families. Additionally, she specializes in discussions surrounding continuing care, helping address the concerns of senior family members and the children who help care for them. Summerson has also been recognized by Northern Virginia Magazine as a top financial professional.
The Forbes ranking for America’s Top Women Wealth advisors are determined by an in-depth methodology developed by SHOOK Research that is based on an algorithm of qualitative criteria and quantitative criteria. The rigorous evaluation includes telephone and in-person interviews to assess an array of criteria including client retention, industry experience, compliance records, best practices, and assets under management.
Forbes has consistently recognized The Wise Investor Group on its national rankings, including its list of Best-in-State Wealth Advisors and America’s Top Wealth Advisors. In addition, Barron’s, Financial Times and other prestigious business publications have recognized members of The Wise Investor Group as top advisors in Virginia and nationally.
To learn more about The Wise Investor Group and its approach to financial planning and investment management, visit www.thewiseinvestorgroup.com.
The Wise Investor Group at Baird is a full-service investment team 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 team follows a disciplined, research-based approach to value-oriented investment. Member SIPC.
