Three financial professionals with 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, have been named to Northern Virginia Magazine’s annual list of the region’s Top Financial Professionals.
Managing Director and Portfolio Manager Simon Hamilton was recognized in the investment planning category for the fourth consecutive year. Hamilton leads the team’s Portfolio Management department and is an instrumental voice in the investment policy, asset allocation and client management decision making.
Managing Director and Financial Advisor Christopher Aime, CFP®, was also named to the list in the investment planning category. Aime specializes in investment research and manages the operations of equity and income analysis and trading. He sits on The Wise Investment Group’s Investment Decision Committee.
Managing Director and Senior Financial Planner Greg Smith, CFP®, ChFC®, CPWA® was recognized in the retirement planning category for the third consecutive year. Smith, founder of The Wise Investor Group’s financial planning department, specializes in retirement, college and estate planning for clients.
“To be recognized by our peers and a leading regional publication is a testament to the expertise of our team and its commitment to our clients,” said Hamilton. “This designation from Northern Virginia Magazine continues to elevate our status as a Mid-Atlantic investment firm, and reflects the forward-thinking strategies from our team to provide thoughtful and strategic advice to help clients achieve their investment and retirement goals.”
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 from their peers were named to the list. To view the complete list, pick up the September 2017 copy of Northern Virginia Magazine.
As Baird financial professionals, The Wise Investor Group was also recently recognized by Reston Now, a hyperlocal news publication in Reston, Va., as the Best Financial Business.
The Wise Investor Group shares its expertise on The Wise Investor Show, airing live every Sunday on WMAL 105.9 FM and AM 630 in Washington, D.C. The show gives listeners the opportunity to hear from these locally and nationally-recognized professionals about current market trends and financial advising topics.
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.