From Dreams… To Goals… To Flexibility… To Confidence

Bob has worked in the financial services industry for 35 years providing wealth management, retirement and investment advice to his clients and their families. Before joining Wells Fargo Advisors, Bob also served as the branch manager for Washington DC and Arlington Virginia offices of NYSE firms. Prior to his career in financial services, Bob worked in the public sector as the Deputy County Executive of Albemarle County, VA and was responsible for the county budget and
representing the County Executive and Board of Supervisors on various regional boards and commissions.

Bob is a graduate of the University of Virginia and attended graduate school at Northeastern University. In the community, Bob currently serves as the president of a local charitable foundation and is on the board of directors of Springfield Golf and Country Club. Bob lives in Burke, VA and has two children
and two grandchildren who also reside in Northern Virginia.

*Insurance Licensed in the following States: AZ, CA (License # 0B37584; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, SC, TX, VA, WV

Scott Ward aims to deliver confident problem solving as a Wealth Advisor to a group of select clients by creating a durable wealth plan, customizing investment solutions, and constantly communicating to help stay on track with their goals while building long-term relationships.

Scott is the Senior Financial Advisor of the Financial Strategies Group of Wells Fargo Advisors, a team managing roughly $876 million as of October 2024 of client assets. Financial Strategies Group brings extensive experience to client families with long-term investment strategies and comprehensive wealth planning. Financial Strategies Group of Wells Fargo Advisors was named 2024 Best-In-State Wealth Management Teams by Forbes.

In his words: I love this business and I put my heart, soul, mind, and body into it to help people with their personal finances. Knowing how to handle finances is very personal for me because of how I grew up. My mother worked 60 hours a week her entire career as a labor and delivery nurse and my dad, rest his soul, did his best, while raising four of us kids in a lower blue-collar household. Mom was the boss. Money was always tight, but my parents made sacrifices to put sports for us first, and as a result, I got to play competitive baseball (first base and designated hitter) from age 4 through D1 college. I was coached by some of the best including Joe and Dennis Barth and Billy Godwin, and therefore, I value professional advice and wise counsel. Today my wife, Cristina, and I work to instill the same work ethic and values in our three independently minded children, Benjamin, Mariella, and Samuel. I spend a lot of non-work time coaching their sports teams and cherishing our family time.

Scott earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements including continuing education requirements. Scott earned a Bachelor of Science in Finance from Western Carolina University where he was recruited to play D1 baseball (first base and designated hitter).

Scott’s professional recognition includes being named Best-In-State Wealth Advisors in 2023 and 2024 by Forbes magazine and Top Next-Gen Wealth Advisors Best-In-State 2023 by Forbes magazine. He has also been named a Wells Fargo Advisors Platinum Council member since from 2020 to 2024. Platinum Council is comprised of an elite group of the top 5% of financial advisors in the firm.


*Insurance Licensed in the following States: AZ, CA (License # 0M92744; Resident State VA), CO, DC, FL,GA, MD, NC, NM, NY, SC, TX, VA, WV

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

 

 

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.

 

Wells Fargo Advisors - October 2022 – Present 
Wells Fargo Bank – January 2017- October 2022

Mandana joins us as a Senior Registered Client Service Associate, with 6 years of experience with Wells Fargo Bank, in the Vienna and Arlington, VA office. In her previous role as a Premier Banker, she Achieved high levels of client satisfaction through dedicated focus on building lifelong relationships, she also was recipient of the Golden Spoke Award for 2018. The award is presented to the top 2% of team members who make a significant impact for our customers and business.

She brings with her international experience having worked as a Platform Assistant Manager at the Parsian Bank in Tehran, Iran. Additionally, Mandana earned the FINRA Securities Industry Essentials, Series 7, 65, 63, 6 registrations, and Health & Life Variable Annuity licenses.
 
Mandana currently resides in Reston, VA. In her free time, Mandana enjoys traveling, teaching Farsi and Turkish languages, volunteering in charity events, listening to audio books, and attending Tango dance lessons. Mandana is passionate to solve for each of our client’s needs by putting her experience & knowledge to work as a member of our team.

 

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Yousuf joins us as a Senior Client Associate with eight years of experience in the financial industry. Before joining our team, he was a Client Associate at Wells Fargo Advisors and previously served as a Service Manager at Wells Fargo Bank. Yousuf also spent time working with the U.S. Marines as a Cultural Advisor. In his prior roles, he achieved high levels of client satisfaction, driven by his attention to detail and commitment to doing things right the first time.

Yousuf resides in Northern Virginia and enjoys travelling, which, as he describes, offers him a unique opportunity to learn about diversity and experience other cultures.

David Weiss joins us a Senior Client Associate, with close to 5 years of investment planning experience on the RIA side of the business.  Dave is a career-changer who spent 17 years between the military and various organizations within the U.S. Intelligence Community.

He has earned the FINRA Securities Industry Essentials, Series 65 and 63 registrations, and his Health & Life Variable Annuity Insurance License.  Dave also holds the Chartered Financial Consultant® designation from The American College of Financial Services and a Bachelor of Arts in International Relations from Kent State University.

A native of Pittsburgh, Pennsylvania, Dave currently resides in Gainesville with his wife and children. He is a life-long Steelers fan who considers himself to be an above average cook, avid reader, and terrible jiujitsu practitioner.