SOURCE: BMO Financial Group

December 19, 2013 13:40 ET

Advisors From Sullivan, Bruyette, Speros & Blayney Designated as Premier Advisors by the National Association of Board Certified Advisory Practices

MCLEAN, VA--(Marketwired - Dec 19, 2013) - Sullivan, Bruyette, Speros & Blayney (SBSB) today announced that five of its financial advisors have been recognized as National Premier Advisors by the National Association of Board Certified Advisory Practices (NABCAP).

The five SBSB advisors are:

  • James Bruyette, CPA
  • Mark E. Johannessen, CFP®
  • Pamela G. Shortal, CPA, CFP®
  • Peter C. Speros, CFP®
  • Gregory D. Sullivan, CPA, CFP®

The designation identifies top wealth advisors and is awarded annually by NABCAP, a nationally-registered 501(c)(3) nonprofit organization which was established to serve the needs of the investing public. 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.

"My colleagues and I are honored to receive this prestigious recognition from NABCAP," said Greg Sullivan, President and CEO of SBSB and one of the five advisors recognized by NABCAP. "It's a testament to our focus on providing advice, guidance and a great experience to our clients. We're proud to be part of this exclusive group of honorees."

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average assets under management per client among other areas.

About Sullivan, Bruyette, Speros & Blayney
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 part of BMO Financial Group.

Sullivan, Bruyette, Speros & Blayney, Inc. is an SEC-registered investment advisor. Services not offered in all states and or locations.

About NABCAP
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. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.

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