MCLEAN, Va., Sept. 12, 2011 /PRNewswire/ -- Harris SBSB™ announced today that Greg Sullivan, President and CEO, and Managing Directors Jim Bruyette, Pete Speros, Mark Johannessen, and Pam Shortal have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the Greater Washington, D.C. Area.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
"The NABCAP designation is a great honor because the stringent methodology measures the firm's overall ability to meet investor needs; it's not based solely on assets under management or revenues," said Greg Sullivan, President and CEO, Harris SBSB. "We are proud to have our team members included on this elite list of advisors who have been recognized for setting a standard of excellence in the financial services industry."
The evaluation process assesses 20 categories of practice management which include areas such as customer service, risk/investment planning philosophy, credentials/designations, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors will be announced in the September 16, 2011 edition of the Washington Business Journal.
About Harris SBSB™
Harris 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. Harris SBSB™ is a member of the Harris family of wealth management services and a part of BMO Financial Group.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually-understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information.
Harris SBSB™ is a brand used by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC-registered investment advisor. BMO and BMO Financial Group are trade names used by Bank of Montreal.
SOURCE Harris Bank