January 29, 2020 (马里兰州贝塞斯达 & 华盛顿特区) – 黛博拉可能, 注册会计师, CFP®, CDFA®和Wendy 莫耶, CFP®, CDFA®, respectively Executive Vice President 和 Senior Financial Advisor at 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app), have been recognized by 华盛顿市的 Magazine as top financial advisors in the 华盛顿特区 metropolitan region. This is the eighth such recognition for Ms. 五月和第一个给. 莫耶. Winners are selected through a peer review process managed 和 administered by 华盛顿市的 Magazine.
黛博拉可能, 注册会计师, CFP®, CDFA®, Executive Vice President
Ms. May has more than 30 years of public accounting experience with expertise in tax, 财务规划 for individuals 和 closely held businesses, 协作离婚, divorce 诉讼 support 和 negotiation for financial settlements in divorce. She leads 老葡京手机app’s quality review for the firm’s divorce 和 财务规划 engagements.
“I appreciate the recognition 和 can only emphasize how much of a team effort financial advisory work is,梅说。. “I collaborate with a talented, hard-working team at 老葡京手机app 和 rely on a fantastic network of attorneys, 投资专业人士, insurance brokers 和 realtors who recognize their own clients’ needs for financial expertise, 和 who have the confidence to refer them for our assistance.” Ms. May last appeared in the 华盛顿市的’s list of top financial advisors in February 2029.
Ms. May is also the chief investment officer for 老葡京手机app’s financial advisory affiliate, 巴恩哈德投资公司.
点击这里 关于她的简介.
Wendy 莫耶, CFP®, CDFA®, Senior Financial Advisor
Ms. 莫耶 has more than 20 years of professional experience delivering 财务规划 和 investment advisory services to individuals 和 families She currently works with clients through all aspects of their financial lives. In addition, she is trained as a financial neutral for 协作离婚 和 mediation services.
“I am grateful to be recognized by my peers for experience 和 expertise in 财务规划,莫耶斯说。. “It is incredibly rewarding to work with the individuals 和 institutions who have entrusted me with supporting their financial decision-making. I’m honored to be included in the 华盛顿市的’s list of top financial advisors.”
莫耶斯也属于 老葡京手机app D-PATH, an internal group at the firm dedicated to providing empowerment, networking 和 professional development opportunities to women 和 minority professionals at the firm 和 throughout the industry.
点击这里 for more about 老葡京手机app’s 财务规划 expertise.
A public disclosure about the 华盛顿市的’s process for selecting its top financial advisors may be found 在这里.
委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app) is a professional services firm delivering tax, accounting 和 business advisory expertise throughout the Mid-Atlantic region from offices in 马里兰州贝塞斯达 和 华盛顿特区.
