I have been a financial advisor for almost 30 years and continue to enjoy helping multi-generational, highly successful families achieve their financial goals. I am a managing partner with the Wise Investor Group, one of the most well-respected Wealth Management practices in the Washington, DC metropolitan area. Grounded in a conservative, value-oriented philosophy, our dedicated, highly skilled 17-person team manages customized investment portfolios and provides personalized financial planning services to a select group of families and individuals. Our team is well-recognized both locally and throughout the country through our many media placements, white papers, and speaking engagements. I co-host our weekly financial podcast, The Wise Investor Show, which has attracted thousands of loyal listeners.Members of my team have consistently been recognized as some of the top professionals in the financial services industry by Forbes, Barron’s, and the Financial Times, as well as in local publications such as Northern Virginia Magazine, the Washingtonian, and Virginia Business.Disclosures:Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC