NEEDHAM, Mass.--(BUSINESS WIRE)--D.K. Brede Investment Management Company, Inc., a financial advisory firm in Needham, Massachusetts, today announces that its founder, Debra Brede, has been named to the inaugural Financial Times 100 Top Women Financial Advisors list for 2014. Grouped by state, the list represents America’s top women financial advisors, as identified by the Financial Times.
According to the Financial Times, a leading financial publication, qualified candidates were graded on six broad factors: advisor assets under management, asset growth, number of years of experience, industry certification, compliance record, and online accessibility. The ranking is published within a special report today, November 19, 2014. It will be distributed in the U.S. print edition and online.
Debra formed D.K. Brede Investment management Company in 1989. She has more than 25 years of experience providing investment guidance, financial planning, employee benefits planning, risk management planning, and investment services. D.K. Brede Investment Management Company, Inc., is a firm whose credo is “to custom tailor portfolios to suit individual needs, life stages, and risk tolerances.”
Brede describes her clientele, which includes retirees, business owners, physicians, and widows, as “busy people” with net worths of $1–$25 million. “We dig deep into complex areas, such as tax efficiency and trust and estate planning, to guide clients toward holistic wealth management,” Brede explained. “It’s about understanding the nuances of what’s important to them and finding the right balance to achieve their goals.”
“To be honored within this inaugural list demonstrates Debra’s longstanding commitment to her clients and the strong reputation both she and her practice have earned,” said Wayne Bloom, CEO of Commonwealth. “Debra is among the best and most successful in our industry, and we are pleased to see her work continually recognized by leading national publications. We congratulate her for this achievement and will continue to support her business in every way we can.”
“I am honored to be recognized among this elite group of distinguished financial advisors,” said Brede. “To be named in this Financial Times inaugural list not only gives me a great sense of pride, but also reaffirms my commitment to and passion for financial advice. I will continue to provide the quality service that my clients have come to expect and deliver the strategies to help them reach their financial goals.”
About D.K. Brede Investment Management Company, Inc.
D.K. Brede Investment Management Company, Inc., has been providing individuals and organizations with financial guidance since 1989. Located at 1253 Highland Avenue, Needham, MA 02492, 781.444.9367, Debra Brede prides herself on crafting unique strategies for each client. For more information, please visit www.bredeinvestment.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.