News Releases
MCLEAN, VIRGINIA--(Marketwired - Sept. 17, 2013) - Eight wealth management advisors at SBSB have been named to Northern Virginia Magazine's "Top Financial Professionals List for 2013". The advisors, many of whom earned this distinction for the third consecutive year, were selected after being nominated by their industry peers.
"We are delighted to have been singled out yet again by Northern Virginia Magazine," said Greg Sullivan, President and CEO, SBSB. "It's a testament to our entire team's commitment to develop highly personalized planning and investment strategies that enable our clients to achieve their financial objectives."
The following SBSB wealth management advisors were named to Northern Virginia Magazine's "Top Financial Professionals List for 2013":
- Jim Bruyette, CPA, CFP®
- Patrick Dunne, CPA/PFS, CFP®
- Mark Johannessen, CFP®
- Alfred (AJ) Jordano, CPA, CFP®
- Pamela Shortal, CPA, CFP®
- Pete Speros, CFP®
- Greg Sullivan, CPA, CFP®
- Jason Williams, CPA/PFS, CFP®
About SBSB:
SBSB is dedicated to providing customized wealth advisory services to affluent individuals and families, nonprofits, and corporations throughout the United States. We provide comprehensive financial planning, portfolio management, tax, and fiduciary services to help our clients make smart financial decisions. SBSB is a member of the BMO family of wealth management services and a part of BMO Financial Group.
Sullivan, Bruyette, Speros & Blayney, Inc. is an SEC-registered investment advisor. Certified Financial Planner Boa rd of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. www.cfp.net/downloads/MUG.pdf.
BMO Financial Group is a trade name used by Bank of Montreal.
Patrick O'Herlihy
312-461-6970
patrick.o'herlihy@bmo.com