Print Print
April 30, 2014 Published in Business, Top Stories

David Speck Among Barron’s Top Financial Advisors In America

Email this to someoneShare on FacebookShare on Google+Pin on PinterestShare on StumbleUponShare on TumblrTweet about this on Twitter
David Speck (Courtesy photo)

David Speck (Courtesy photo)

David G. Speck, Managing Director-Investments, with the Speck-Caudron Investment Group of Wells Fargo Advisors, LLC, was ranked among Barron’s Top Financial Advisors for 2014, as announced in the weekly magazine’s February 24th  issue.  Speck was also ranked 3rd among all financial advisors in the state of Virginia.

“I’m incredibly honored to be recognized alongside other top advisors,” said Speck.  “The focus of our entire team is now and always has been, to put the needs of our clients first and to work hard to help our clients succeed financially.  I’m proud to be recognized as a top advisor and I look forward to continuing to build even stronger client relationships.”

Winner's Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors.  Among the factors considered for the rankings are 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 is not 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.

Speck has 32 years experience in the financial services industry.  He was previously a member of the Alexandria City Council, the Virginia House of Delegates, and the Metropolitan Washington Airports Authority.  He is currently a board member of the Northern Virginia Health Foundation, the Alexandria Economic Development Authority, ACT for Alexandria, and Carpenter’s Shelter.  Speck attended the University of Virginia, and received his Bachelor’s, Master’s and Doctoral degrees from The George Washington University, where he was also a member of the faculty and administration for 11 years.  He is also a graduate of the Securities Industry Institute of The Wharton School and served as a faculty member of the Institute for 13 years.

A life-long Alexandrian, Speck lives in the city with his wife, Marcia, who is also the Vice Chair of the Virginia Commission for the Arts.  In 2012, Speck was named a Living Legend of Alexandria, and in 2013 he was honored by the Alexandria Chamber of Commerce as the Business Leader of the Year.  In that same year, David and Marcia Speck received the Legacy of Giving award by ACT for Alexandria.

Comments are closed.