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Guide to Financial Planning 2012: Take It to the Bank
Comments () | Published November 14, 2012

Because many professionals at larger financial institutions work on in-house teams rather than with other firms, a peer survey can miss them. So in addition to sending a survey to Washington-area financial professionals, we asked banks and brokerages to give us the names of their top wealth managers based on assets under management. Listed here are the names given to us by the institutions that agreed to participate (some declined).

Many of the wealth managers listed work within what’s called the “private bank,” an arm of a larger bank that caters to clients who want to invest big amounts. Financial experts say one advantage to working with a large institution is having all your money in one place. For example, Bank of America can handle checking and savings accounts, investments, mortgages, college savings, life insurance, and more. Managers at smaller, boutique investment firms say disadvantages can be less personal service and high staff turnover.

There are many good wealth managers working at large banks and brokerages who are not listed here. Because some of these institutions are so large, having a name to start with can be helpful.

  • Enhanced Listing

    Susan Traver

    Regional President of BNY Mellon Wealth Management, Washington, DC www.bnymellonwealthmanagement.com

    Susan Traver is the regional president for BNY Mellon Wealth Management in its Mid-Atlantic Region. In this role, she manages all portfolio management and new business development activities within the region. She is an active board member for the DC Chapter of the Juvenile Diabetes Research Foundation and is on the advisory board of American University’s Kogod School of Business.

    1250 H Street, NW, Suite 1100 Washington, DC 20005 | 202-624-7962
  • Enhanced Listing

    Donald M. Wright

    Morgan Stanley Wealth Management http://www.morganstanleyfa.com/donald.wright

    When talking to people about their financial goals, a common theme is “make money.” As a Portfolio Manager and Wealth Advisor, I use a tactical and strategic trading framework designed around your time horizon and risk tolerance to help fund your life and family goals. While I cannot promise investment performance, I will draw on Morgan Stanley experience, knowledge of the markets, intellectual capital and global reach to produce investment performance designed to meet or exceed your individual goals. The financial markets are dynamic and unpredictable. My job is to bring you actionable information and ideas in the pursuit of your goals. Read More

    I joined Morgan Stanley in 2001 after graduating from Pennsylvania State University and live in Bethesda, MD with my wife and three children. In the past 12 years I’ve worked with investors in all phases of life to build and manage customized discretionary investment portfolios with their needs in mind. I take a personalized approach to professional investing. Clients describe me as forward thinking, detailed and responsive. Connect with me: Linked In - Donald Wright Morgan Stanley, or follow me on Twitter @donaldwrightMSWM Show Less
    7500 Old Georgetown Road, 10th Floor, Bethesda, MD 20814 | 301-961-1848

Bank of America

Michael Kirvan, CFM; Washington DC

Trevor Nelson, CFP; Washington DC

Wayne Nelson, Washington DC

Tom Rietano, Washington DC

Bank of New York Mellon

Bruce Holmquist, Washington DC

Christopher Ross, Washington DC

Susan Traver, Washington DC

BB&T

Kirsten L. Brazley, Washington DC

S. Suzanne Kim, CFP; Fairfax

Yvette Farrugia Polster, CFP; Arlington

Jonathan P. Wasey, CFP; Washington DC

Charles Schwab

Nicole Arwood, Tysons

Brian Lipps, Washington DC

Gregory Matthews, Bethesda

HSBC

Richard Petrosky, New York, NY (based in New York but comes to Washington often)

J.P. Morgan

George Albright, JD; Washington DC

Rose Cohen, Washington DC

Don Irwin, Washington DC

Jackie Perrins, Washington DC

Daniel Reid, Washington DC

M&T Bank

Eric Schoener, CFP; Washington DC

Morgan Stanley

Charles Cooper, Bethesda

Jonathan R. Legg, Washington DC

Marvin McIntyre, Washington DC

Michael J. O'Neill, Washington DC

Robert Scherer, Potomac

John M. Williams, Washington DC

Jim Wohlgemuth, Washington DC

Donald M. Wright, Bethesda

PNC

John Lockhart, CFP; McLean

Wells Fargo

Tristan Caudron, CFP; Alexandria

Brad Coyle, McLean

Ricardo Rosenberg, Washington DC

Chris Sargent, Washington DC

Marcia Simpkins, Washington DC

David Speck, Alexandria

Jeff Upchurch, McLean

Back to Our Guide to Financial Planning ››

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