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Awards & Recognitions : June 2008

Brenda Blisk Named One of Top Wealth Advisors Nationally and in State of Virginia

 

McLean, VA, June 10, 2008 –- Brenda Blisk, CFP® and CEO of the Blisk Financial Group (www.bliskfinancialgroup.com)  at Spire Investment Partners in McLean, Virginia  has been named one of Barron’s Top 100 Women Financial Advisors.  

 

Blisk has also been named one of the Top 50 Wealth Advisors in Virginia. This is the second year she has been named to both lists. With clients in more than 20 states, Blisk and her team manage $240 million in assets.

 

Blisk is # 90 in the national list, which appears in Barron’s June 9th edition and #19 in the Virginia list, which appears in the June edition of Virginia Business magazine. Both lists are compiled by R. J. Shook and based on criteria such as a minimum of seven years of financial services experience and other weighted requirements including wealth management focus and customer satisfaction.

 

According to Virginia Business Magazine, “R.J. Shook’s ranking process begins with a national survey of securities firms, insurance companies, banks, independent financial adviser practices, and other organizations that employ series-7 registered financial advisors. Shook says that each of these firms promotes objective and independent advice and provides clients open access to the best products available in the market. He extracted the Virginia rankings from his national research database.”

 

Finalist for Philanthropy Award

Blisk has been recognized by the Washington Business Journal as a finalist for its 2008 Philanthropy Awards. Blisk is a finalist in the category of CEO Leadership Award for Small Business. The awards will be presented on June 17.

 

Blisk founded The Blisk Financial Group 23 years ago and in 1997 became an Investor Advisor Representative of Legacy Advisors, LLC, (now Spire Investment Partners) in McLean, Virginia. Wealth Manager Magazine has ranked the firm as one of its top financial advisory firms four consecutive years from 2004 through 2007. Spire manages over $1 billion in client assets.

 

Blisk provides independent advice and asset management to executives, retirees, families, and business owners with wealth accumulation, wealth management and distribution strategies. Her services include retirement planning, investment management, distribution planning and long-term care and special needs planning.

 

 

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