Financial Planning Program The Power of Two
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1 Financial Planning Program The Power of Two Summer 2014 VT Financial Planning Internship Placements Charles Schwab Advisor Services, Phoenix, AZ (2) Charles Schwab Advisor Services, Orlando, FL (2) WTAS (now Andersen Tax), McLean, VA Pegasus Financial Group, Chantilly, VA Lane, Staley and Associates of Ameriprise Financial, Lynchburg, VA Quadrant Capital Management, LLC, Fairfield, NJ Verity Asset Management, Blacksburg, VA Valley Financial Solutions, Roanoke, VA Egan, Berger, and Weiner LLC, Tyson's Corner, VA RTD Financial Advisors, Inc., Philadelphia, PA The Lewis Financial Group, Reston, VA Private Wealth Architects, Rockville, MD Monarch Private Wealth, Virginia Beach, VA VISTA Wealth Strategies, Reston, VA Northwestern Mutual Financial Network, Washington, D.C. Morgan Stanley Smith Barney, Charlottesville, VA Lincoln Financial Advisors in Charlotte, NC Spire Investment Partners, Blisk Financial Group, McLean, VA Omega Wealth Management, Arlington, VA Keystone Asset Management, McLean, VA Family Investors Company, Fanwood, NJ
2 Bernhardt Wealth Management, McLean, VA RegentAtlantic Capital, LLC, Morristown, NJ Monument Wealth Management, Alexandria, VA Northwestern Mutual Financial Network, Roanoke, VA HSC Wealth Advisors, Forest, VA Merrill Lynch, New York, NY KCR Wealth Management, Reston, VA West Financial Services, McLean, VA Lincoln Financial Group, Rockville, MD Verus Financial Partners, Richmond, VA Luther Ensminger, Jr., AXA Advisors, LLC, Falls Church, VA Coliseum Wealth Management, North Bethesda, MD Mason & Associates, Newport News, VA The Lewis Financial Group, Reston, VA Northwestern Mutual Financial Network, Fairfax, VA Wealth Strategies Group, Rockville, MD State Farm, Christiansburg, VA MVB Mortgage, Reston, VA The Legacy Foundation, LLC, Charlottesville, VA Ernst & Young, Prague, Czech Republic The Boeing Company, Germantown, MD McGladrey, McLean, VA American Red Cross, NHQ, Washington, DC 2
3 Summer 2013 VT Financial Planning Internship Placements Merrill Lynch, Tysons Corner, VA Northwestern Mutual Financial Network, Fort Worth, TX; Lakewood, CO; Columbia, MD; Princeton, New Jersey The Butler Financial Group of The Northwestern Mutual of Maryland Columbia, MD Virginia Asset Management, Richmond, VA (2) Ranger Capital, Dallas, TX IPlan Investments, Newport News VA Firebaugh Inc., Roanoke, VA Suzanne Osborne, CFP, Roanoke, VA MacDonald & Ingram Wealth Management Group, Virginia Beach, VA Fox, Joss, & Yankee LLC, Reston, VA Pegasus Financial Group, Chantilly, VA Consolidated Planning, Inc., Charlotte, NC SageVest Wealth Management, McLean, VA Morgan Stanley, Austin, TX AXA Advisors, Falls Church, VA Harper's Insurance Agency, an Allstate Firm, Charlottesville, VA Octagon Financial Services, McLean, VA The Lewis Financial Group, Reston, VA Schwab Internship, Phoenix, AZ (2) Sterling Newton, Ponte Vedra Beach, FL AllianceBernstein, Washington, DC First Bank & Trust, Christiansburg, VA First Investors, Richmond, VA 3
4 PBMares Wealth Management, Williamsburg, VA Prudential, Vienna, VA Deutsche Bank, Cary, NC GE Capital Financial Management Program, Stamford, CT 4
5 Summer 2012 VT Financial Planning Internship Placements Monarch Advisory Group, Franklin, TN Glassman Wealth Services, McLean, VA Abacus Planning Group, Columbia, SC Virginia Asset Management, Richmond, VA Ernst & Young, Baltimore, MD Partners in Financial Planning, Salem, VA Xpyria Investment Advisors, Pittsburgh, PA Atlantic Financial Group, Richmond, VA CRA Financial, Atlantic City, NJ Yeske Buie, Vienna, VA (2 interns) Fox, Joss, & Yankee LLC, Reston, VA MainStreet Financial Planning, Odenton, MD Davenport & Company, Farmville, VA McAdam Financial Group, ING Financial Advisors, Tyson s Corner, VA Responsive Financial Group, Arlington Heights, IL Hopwood Financial, Great Falls, VA Pegasus Financial Group, Chantilly, VA Consolidated Planning, Inc., Charlotte, NC Lighthouse Financial Planning, Potomac, MD (2 interns) Northwestern Mutual Financial Network, Richmond, VA; Lakewood, CO Genworth Financial, Richmond, VA Washington Financial Group, McLean, VA SPC Financial, Inc., Rockville, MD 5
6 SignatureFD, Atlanta, GA State Farm Insurance, McGaheysville, VA Sagemark Consulting, Annandale, VA Goldman Sachs, Philadelphia, PA Wells Fargo Corporate Trust Services, Columbia, MD Deckert Financial Management, Midlothian, VA Signature Financial Solutions, John Hancock Financial Network, Tampa, FL 6
7 Summer 2011 VT Financial Planning Internship Placements We had financial planning interns from Virginia Beach to San Diego!! Bernhardt Wealth Management, Tysons Corner, VA The Fairman Goup, Berwyn, PA Glassman Wealth Services, McLean, VA Permanent Value, San Diego, CA Advisors Financial, Inc., Falls Church, VA Northwestern Mutual, Richmond, VA; Virginia Beach, VA; Chapel Hill, NC Middleton Gardiner Group, LLC, Severna Park, MD Morgan Stanley Smith Barney, McLean, VA Merrill Lynch, Atlanta, GA; Short Hills, NJ Davenport & Company LLC, Farmville, VA Monument Wealth Management, Alexandria, VA Monarch Advisory Group, Franklin, TN First Investors, Richmond, VA The Kelly Financial Group, Bel Air, MD First Command, Arlington, VA Legacy Planning Partners, Allentown, PA Virginia Asset Management, Richmond, VA SBK Financial, Richmond, VA Goldman Sachs, Private Wealth Management, Washington, DC Ameriprise Financial, Radford, VA; Pittsburgh, PA Hefren-Tillotson, Pittsburgh, PA Frontier Financial Planning & Capital Management, Inc., Hillsborough, NJ First Bank & Trust Company, Harrisonburg, VA 7
8 C&F Investment Services, West Point, VA WealthSpring Financial Advisors, LLC, Bethesda, MD Partners in Financial Planning, Salem, VA Davidson Wealth Management of Wells Fargo Advisors, Davidson, NC Chase Dominion Advisors, Richmond, VA Lincoln Financial Advisors & Sagemark Consulting, Vienna, VA Glass Jacobson, Baltimore, MD John Hancock, Vienna, VA Atlantic Financial Group, Richmond, VA 8
9 Summer 2010 VT Financial Planning Internship Placements We had financial planning interns from Virginia Beach to San Diego!! Alliance Bernstein, New York, NY (2) The Henderson Group, Staunton, VA Virginia Asset Management, Midlothian VA (3) Merrill Lynch, Williamsburg, VA, Baltimore, MD Armstrong, Fleming, & Moore, Inc., Washington, DC Wealth Advisory Group, Inc., Wayne, PA Matrix Wealth Advisors, Charlotte, NC Northwestern Mutual Financial Network, Virginia Beach, VA; Lynchburg, VA Davenport & Company, Richmond, VA The Fairman Goup, Berwyn, PA First Command, Fairfax, VA; Arlington, VA (2), Annapolis, MD Yeske-Buie, Vienna, VA (ranked among the 2010 top wealth management firms in the nation by Wealth Manager) Fox, Joss, & Yankee LLC, Reston, VA (ranked among the 2010 top wealth management firms in the nation by Wealth Manager) Permanent Value Inc., San Diego, CA (2) Wealth Preservers LLC, Orange, VA Merrill Lynch, Pittsburgh, PA; Bridgewater, NJ; Roanoke, VA; Williamsburg, VA Kuehl, Shepherd, Kozlowski, & Associates, Richmond, VA Southern Investment Strategies, Inc., LPL Financial, Roanoke, VA Morgan Stanley Smith Barney, NY, NY; Washington, D.C., McLean, VA Edward Jones, Salem, VA New York Life Insurance Company, NY, NY Witt Mares Financial Vision, Williamsburg, VA 9
10 Ameriprise Financial, Harrisonburg, VA; Radford, VA JSW Financial, Blacksburg, VA Skylight Financial Group, Cleveland, OH Mattox Financial Services, Glen Allen, VA Navigator Wealth Management, LLC, McLean, VA AXA Financial Advisors, Falls Church, VA Acorn Financial Services Inc., Fairfax, VA Bankers Life and Casualty, Chantilly, VA Raymond James Financial Services, Richmond, VA Huff, Stuart & Carlton, Forrest, VA (ranked among the 2010 top wealth management firms in the nation by Wealth Manager) Integras Partners, Atlanta, GA Wells Fargo Advisors, Williamsburg, VA Advisors Financial Inc., Falls Church, VA Ticknor, Atherton & Associates, Reston, VA Lincoln Financial Group, Galax, VA; Richmond, VA Davidson Wealth Management of Wells Fargo Advisors, Davidson, NC Union First Market Bank, Richmond, VA Molewski Financial Partners, Bethlehem, PA American National Bank & Trust, Danville, VA Triton Wealth Management, Chester, MD Heritage Financial Consultants, LLC, Hunt Valley, MD 10
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