Helping you create a life and legacy you desire
Five Consecutive Years:
Among Financial Times
First Annual Rankings
for the Top 400
Robert J. Collins
One Democracy Center
6901 Rockledge Drive
Bethesda, MD 20817
We’re focused on providing our clients
services that will help them pass down
their legacy through future generations.
Estate Planning Services
Pictured (L to R): Jordan VanOort, CFA®, CFP®, Financial Advisor; Kristian Price, COO; Steve Cimino, Client Services Specialist;
David Clark, Financial Advisor; Bob Collins, Managing Director; Tara Barton, Investment Planning Specialist;
Fletcher Perkins, CFA,® Portfolio Strategist; Stephen Clagett, Portfolio Administrator; Sally Mullen, Client Services Specialist
1 The rankings are based on data provided by over 4,000, for 2010, 2011, 2012 and 2013, and 3,000, for 2009, of the nation’s most productive advisors. Factors
included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice,
and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because
not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an
advisor’s investment-picking abilities.
2 Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance
record. Investment performance and financial advisor production are not explicit components.
3 Lending services offered through affiliates of Wells Fargo & Company. Collins Investment Group and WFAFN do not offer tax or legal advice.
Investment and insurance products: NOT FDIC-Insured, NO Bank Guarantee, MAY Lose Value
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC, a broker-dealer affiliated with
Wells Fargo & Company. Collins Investment Group is a separate entity from WFAFN.