Virginia Business Magazine: Virginia's top financial advisers chart

	High Net-Worth / Ultra-High Net-Worth Focus Advisers								In thousands
	Name	Retail	High Net Worth	Ultra High Net Worth	Found-ations	Endow-ments	Corpor-ations	Small Bus- iness	Typical Amount Size	Typical Net Worth	Team Total Assets
1	Joseph Montgomery Wachovia Securities Williamsburg	•	•	•	•	•	•	•	$3,000 - $5,000	$5,000 - $10,000	$6,800,000
2	Patrick Huge3 Merrill Lynch Reston	•	•	•	•	•	•	•	3,000 - 5,000	4,000 - 10,000	900,000
3	John Sheehan3 Merrill Lynch Reston	•	•	•	•	•	•	•	3,000 - 5,000	4,000 - 10,000	900,000
4	Douglas Stewart Wachovia Securities Fredericksburg	•	•	•	•	•		•	1,000 - 3,000	3,000 - 5,000	475,000
5	C. Marcus Cooper Jr. Legg Mason Newport News	•	•	•			•	•	200 - 300	2,000 - 3,000	450,000
6	Robert Olcott Wachovia Securities McLean	•	•	•	•	•	•	•	5,000 - 15,000	20,000	994,000
7	Kent Cox Smith Barney Richmond		•	•	•	•	•	•	2,000 - 5,000+	5,000+	1,525,000
8	Charles Spencer Jr. Legg Mason Wood Walker Newport News	•	•	•		•	•	•	250	1,000 - 5,000	337,000
9	W. Jeffrey CarltonSmith Barney Inc. McLean	•	•	•	•	•	•	•	1,000 - 5,000	5,000 - 10,000	375,000
10	David Speck Wachovia Securities Alexandria	•	•		•	•	•	•	500 - 1,000	1,000 - 2,000	500,000
11	Allan Strange Legg Mason Richmond	•	•	•	•	•	•	•	750,000	1,000 - 3,000	375,000
12	Lee Corey Morgan Stanley Alexandria	•	•	•	•	•	•		3,000	7,000	370,000
13	Wanda Austin Legg Mason Wood Walker Newport News			•				•	500 - 3,000	3,000 - 5,000	285,000
14	Kirk DeHaven4 Smith Barne McLean	•	•	•	•	•			1,000 - 5,000	3,000 - 10,000	850,000
15	Rick McLaughlin4 Smith Barney McLean		•	•			•		1,000 - 5,000	3,000 - 10,000	850,000
16	Dalal Maria Salomon Wachovia Securities Richmond	•	•						750 - 3,000	1,500 - 7,000	260,000
17	Jim Mills SunTrust Securities Inc. Norfolk	•	•	•					1,000	2,000 - 3,000	250,000
18	Gregory Watts Morgan Stanley Virginia Beach	•	•	•			•	•	750 - 2,000+	1,000 - 5,000+	215,000
19	Michael Hyder Smith Barney Charlottesville	•	•	•					770	2,000	285,000
20	James Flannery Merrill Lynch Vienna	•	•	•			•	•	500 - 750	1,000 - 2,000	200,000
21	GMMT Team Merrill Lynch Reston		•	•	•			•	2,000	3,250	420,000
22	Robert G. Krebs Jr. Merrill Lynch Virginia Beach	•	•	•					1,000 - 5,000	3,000 - 10,000	460,000
23	R. Taylor Waller Jr.5 Advest Inc. Richmond		•		•	•	•		1,000 - 5,000	3,000 - 8,000	400,000
24	David H. Mathews5 Advest Inc. Richmond		•		•	•	•		1,000 - 5,000	3,000 - 8,000	400,000
25	Keats Nicoll Merrill Lynch Alexandria	•	•	•	•			•	1,000	2,000	152,000
	Retail Advisers
1	Ric Edelman Edelman Financial ServicesFairfax	•	•	•	•	•	•	•	300 - 2,000+	1,000 - 5,000	2,600,000
2	Robert A. Harris Jr. Harris Financial Group6 Colonial Heights	•	•						395	500	350,000
3	Norman Schrott A.G. Edwards Alexandria	•	•	•				•	750	1,000 - 10,000	650,000
4	Russell Cesari NWS Financial Services Herndon	•	•						100 - 1,500	500 - 3,000	175,000
5	Jon Dabareiner Dabareiner & Associates7 Roanoke	•	•	•				•	400 - 500	1,500 - 2,500	200,000

Virginia Business Online | Contact Us | Webmaster

VirginiaBusiness.com is part of the GatewayVa network.

© 2007, Media General Operations Inc., publisher of Virginia Business.
Use of this website is subject to certain terms and conditions