Press Releases

Sullivan, Bruyette, Speros & Blayney Financial Professionals Honored by Washingtonian Magazine


MCLEAN, Va., Oct. 25, 2012 /PRNewswire/ -- Five wealth management advisers at Sullivan, Bruyette, Speros & Blayney, Inc., a part of BMO Financial Group, have been named to Washingtonian Magazine's Top Money Advisers List for 2012.  The advisers were selected based upon recommendations from industry experts, organizations and peers.

"We are thrilled that so many members of our team have been recognized by Washingtonian," said Greg Sullivan, President and CEO of Sullivan, Bruyette, Speros & Blayney.  "This acknowledgement represents our entire team's commitment to developing highly personalized planning and investment strategies designed to help our clients realize their financial objectives." 

The following wealth management advisors were named to Washingtonian Magazine's Money Advisers List for 2012:

  • Mark Johannessen, CFP®
  • Pam Shortal, CPA, CFP®  
  • Pete Speros, CFP®
  • Greg Sullivan, CPA, CFP®  
  • Karen Tovey, CFP®  

About Sullivan, Bruyette, Speros & Blayney:
Sullivan, Bruyette, Speros & Blayney, Inc. is dedicated to providing customized wealth advisory services to affluent individuals and families, nonprofits, and corporations throughout the United States. We provide comprehensive financial planning, portfolio management, tax, and fiduciary services to help our clients make smart financial decisions. Sullivan, Bruyette, Speros & Blayney is a member of the BMO family of wealth management services and a part of BMO Financial Group.

Sullivan, Bruyette, Speros & Blayney, Inc. is an SEC-registered investment advisor.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

BMO Financial Group is a trade name used by Bank of Montreal.

SOURCE BMO Financial Group