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Awards & Recognitions : June 11, 2007

Barron's Names Brenda Blisk to Top 100 Women Financial Advisors

 

McLean , VA - Barron's has named Brenda Blisk , CFP®, founder and CEO of the Blisk Financial Group of McLean , Virginia , to its list of Top 100 Women Financial Advisors . The list, as identified by R. J. Shook, appears in Barron's June 11 th edition.

 

Barron's began ranking women advisors for the first time in 2006. The rankings are based on the size of each advisor's practice and the caliber of service she and her team provide.

 

In addition, to being recognized among the top women advisors, Brenda ranks in the top echelon of all financial advisors nationwide. With clients in more than 20 states, Blisk and her team manage $210 million in assets.

 

Blisk is new this year to the exclusive Barron's list. In November 2006, she was selected to attend The Winner's Circle® Summit , a by-invitation-only event for the top Female Financial Advisors in the country. The Winners Circle® recognizes financial advisors who represent the highest ethical behavior, professionalism and success in the industry.

 

Client Service Awards

Blisk has also been named the first recipient of the Charlie Eisenmann Client First Service Award by Dunham & Associates Investment Counsel, Inc. She received the national award at the Dunham Institute Wealth Management Symposium on May 4, 2007 , in Del Mar, California . The award recognizes her for exceptional client service as acknowledged by industry peers and clients.

 

Blisk has the distinction of being a past Dalbar Customer Service Award Honoree. In 1999, Dalbar, Inc., the nation's leading financial services market research and consulting firm, ranked The Blisk Financial Group in the top 2% in the country in three areas: Client Satisfaction, Client Performance and Professional Ethics. These awards are based on Dalbar's systematic testing of customer service.

 

In January 2007, the Washington Business Journal featured Blisk in a personality profile in their issue on Banking & Finance. Blisk was selected because, in addition to being a Certified Financial Planner™ Practitioner, she is a Certified Senior Advisor® . The designation means that she is trained to understand the health and social problems as well as financial issues of seniors. This certificate required 30 hours of independent study, 25 hours of classroom work and completion of a comprehensive exam administered by The Society of Certified Senior Advisors in Denver , Colorado .

 

The Blisk Financial Group was founded 21 years ago. The Blisk Financial Group is an Investor Advisor Representative of Legacy Advisors, LLC, in McLean , Virginia . Legacy Advisors is one of Bloomberg's Top Financial Advisory Firms in the country (2003 – 2006) and manages over $1 billion in client assets.

 

Blisk provides “unbiased” 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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