Congratulations Liz Verdi!

Rembert Pendleton Jackson congratulates Liz Verdi on her nominations as a “Top Financial Professional” in Northern Virginia Magazine and a “Top Financial Adviser” in the Washingtonian! We’re proud to have Liz on our team — her cheerful personality truly shines with her clients. Be sure to read her featured article in the Northern Virginia Magazine July issue, which celebrates local women making a mark in their community!

SSB Wealth Management, Inc., d/b/a Rembert Pendleton Jackson (“RPJ”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability.  You should carefully read and review all information provided by RPJ, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS. 

*Northern Virginia Magazine: Top Financial Professional
To compile the Top Financial Professionals list, Northern Virginia Magazine sent surveys to Northern Virginia financial professionals asking them to recommend other financial professionals whom they would refer to friends and family. Our editorial staff then vetted those nominated to compile the final list. Although some Top Financial Professionals winners choose to advertise in the magazine, no one can pay to be included on the list. This listing and the advertising section are separate entities.

**Washingtonian: Top Financial Adviser

To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.

Most of the 375 “Top Financial Advisors” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house — and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes.