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Virginia
advisers also ranked on national lists
READER
RESOURCES |
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by Richard
Foster
for Virginia Business
August 2007
Author R.J. Shook ranks six Virginia financial advisers
among the best in their business in the country.
Shook has produced two national rankings for Barron's
in recent months: an overall list of top financial advisers
in April and a list of top women advisers in June. Two
Virginia men are on the first list, and four women from
the commonwealth are on the second.
DOING
YOUR HOMEWORK |
| There are, of course, many good, trustworthy financial
advisers in Virginia beyond those appearing in this
list. It is not intended to be an endorsement of
any one adviser or group. This is a reminder that,
before retaining any financial adviser, investors
should do their homework, checking out the adviser's
record and credentials thoroughly. |
Ric Edelman of Edelman Financial Advisors in Fairfax
is 27th on the national list, down from 15th the year
before. He has been the top retail adviser on the Virginia
Winner's Circle for three years.
Joseph Montgomery of Wachovia Securities in Williamsburg
is 47th on the national list, down from 31st the year
before. He has headed the list of high net worth advisers
on the Virginia Winner's Circle for three years straight.
Dalal Salomon of Wachovia Securities in Richmond is 45th
on the women's list, down from 17th last year. She is
fourth on the Virginia Winner's Circle, down from third
last year.
Lee Corey of Morgan Stanley in Alexandria is 65th on
the national women's list, down from 61st last year.
She ranks ninth on the Virginia list, up from 11th the
year before.
Brenda Blisk of Blisk Financial Group in McLean is 70th
on the women's list, her first appearance. She is second
on this year's retail list of Virginia advisers.
Wanda Austin of Smith Barney in Newport News is 81st
on the women's list, down from 40th the year before.
She is 19th on the Virginia list, down from sixth last
year.
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