Tag: wealth management
Manager Stephanie Anderson Joins CBM, Expanding the Firm’s Divorce Financial Planning Capabilities
Stephanie Anderson, CFA, CFP®, CDFA®, has joined Councilor, Buchanan & Mitchell (CBM), a full-service tax, accounting and advisory firm, as a manager of divorce financial planning and wealth management, bringing more than 30 years of experience collaborating with clients on financial planning, strategy and wealth management. She takes a comprehensive and holistic approach to help clients confidently navigate all of life’s transitions–including divorce–and achieve their unique set of goals. “On behalf of our team, we are delighted to welcome Stephanie,”… Read more ›
Debora E. May and Aleksandr S. Seleznev, Co-Founders of May Barnhard Investments, CBM’s Wealth Management Subsidiary, Named to Bethesda Magazine’s 2022 List of Top Financial Advisors
Debora E. May and Aleksandr S. Seleznev, partners at Councilor, Buchanan & Mitchell and co-founders of May Barnhard Investments (MBI), the firm’s wealth management subsidiary, were named to Bethesda Magazine’s 2022 list of top financial advisors. Professionals named to this list were selected through a peer review process by other financial advisors in the region who were asked who they would entrust with their clients’ work if they were unavailable to handle it themselves. (Click here for a disclaimer.)… Read more ›