By Market Wire, September 18, 2013, 09:00:00 AM EDT
Mr. Sullivan, President and CEO of SBSB, a part of BMO Financial Group, earns recognition for fifth consecutive year
MCLEAN, VIRGINIA -- (Marketwired) -- 09/18/13 --
BMO Financial Group today announced that Greg Sullivan, President and CEO, SBSB, has been named to Barron's prestigious list of "America's Top 100 Independent Financial Advisors for 2013." Mr. Sullivan was selected by the financial magazine based on assets under management, revenue generated, and overall quality of the practice.
"This highly valued industry acknowledgement is a testament to my entire team's thoughtful, comprehensive and personalized approach to financial planning, portfolio management, fiduciary services, and tax services," said Mr. Sullivan. "I am grateful to have been recognized by Barron's once again this year for our dedication to helping our clients pursue their financial goals with confidence."
To be nominated for listing, advisors must complete a 102-question survey about their practice. The resulting pool of nominated advisors is then screened to determine the top 100 practitioners. The editors at Barron's focus on total assets under management and revenue generated by the advisor's team, as well as the overall quality of the practice. Investment performance is not an explicit criterion, because clients' investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns.
"Barron's goal in publishing its rankings is to shine a spotlight on the best advisors," said Ed Finn, editor and president of Barron's, "with an eye toward raising standards in the industry. The rankings serve two types of Barron's readers. For wealth management professionals, who comprise about one-quarter of our readership, they serve as an industry scorecard. For individual investors, who make up about three-quarters of our readership, our advisor rankings are a tool to help them in the process of finding financial guidance."
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.
Barron's (www.barrons.com) is America's premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron's provides readers with an intelligible recap of recent market action coupled with insights on what's likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron's is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being.
Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Sullivan, Bruyette, Speros & Blayney, Inc. is an SEC-registered investment advisor. Certified Financial Planner Board 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.
BMO Financial Group is a trade name used by Bank of Montreal.
Source: BMO Financial Group and BMO Harris Bank