Speck Caudron Investment Group of Wells Fargo Advisors

Speck - Caudron Investment Group of Wells Fargo Advisors

Our philosophy is conservative and long-term, with an emphasis on prudent wealth accumulation, protection and distribution. We believe that investment decisions should be made according to each client’s unique financial situation, and we reject the “one size fits all” approach to helping you reach your investment objectives. We seek to provide an individualized level of attention that meets the highest standards of value, management, integrity and costs.

In short, we strive to become your lifelong Financial Advisors based on a foundation of trust. We seek to help you develop an investment plan that will help you realize your financial dreams — for you, for your loved ones and for future generations.

Recent Additions

We would like to take this opportunity to welcome the newest member of our Team, Kathryn Deitemyer. On November 5th, Kathy Deitemyer joined our practice as Sr. Registered Client Associate, replacing Sumayya Ulukan who left us in September to pursue a new career with the Corporate Executive Board. Kathy is a longtime member of the financial services industry and joined us from our Wells Fargo Advisors office in Bethesda Maryland. To learn more about Kathy, please click on the link "Our Team."

Recent Professional Recognition

Tristan Caudron and David Speck named Among Top Wealth Advisors in Washington Magazine.

In a feature story in Washingtonian Magazine (November 2012) about financial advisors and wealth managers in the Washington region, both Tristan and David were named as two (of only 37) of the top wealth managers associated with banks and brokerage firms.

Speck – Caudron Investment Group named one of Washington's Premier Wealth Advisors.¹

In the September 28, 2012 issue of the Washington Business Journal, the National Association of Board Certified Advisory Practices (NABCAP) announced, after an extensive and detailed evaluation, that the Speck – Caudron Investment Group was named one of the best financial advisory practices in the Washington region. This recognition is based on a variety of factors that reflect the entire team's commitment to service, objectivity, and integrity, and we are very honored to receive this recognition.

Speck & Caudron Investment Group named Medium-size Business of the Year²

2011 — Speck – Caudron Investment Group was awarded as the Medium-size Business of the year by the Alexandria Chamber of Commerce at the 2011 Best in Business Awards. such time the team has been so recognized.

Speck & Caudron Recognized in Barron’s Top 1000 Advisors³

2009, 2010, 2011 & 2012 — Barron’s named David Speck and the Speck – Caudron Investment Group to the Top 1000 Advisors in the U.S. and ranked 5^th in the Commonwealth of Virginia.

Speck & Caudron Recognized in Virginia Business ⁴

2009, 2010 & 2011 — David Speck and the Speck – Caudron Investment Group named among the Top 25 Wealth Advisors in Virginia by Virginia Business magazine — the sixth such time the team has been so recognized.

Previous Professional Recognition

2004 — David Speck was named to Research Magazine's Advisor Hall of Fame, a recognition only given to five financial advisors nationwide each year.⁵

1988 — David Speck was named one of ten outstanding brokers in the United States by Registered Rep. magazine, the trade journal of the brokerage industry, an honor an individual can only receive once.⁶

To maintain our preferred client service, we welcome relationships with a minimum of $500,000 of investable assets.

¹NABCP and its board of Directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor’s benefit. NABCAP takes pride that its list is not merely defined by Assets under Management, revenues produced or popularity. It identifies top advisors regardless of size, firm or affiliation.

² Nomination process, award was based on growth in the market, revenue, number of employees & community involvement.

³ The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.
⁴Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
⁵Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
⁶Criteria was based on: 1) Superior performance in money management, client service, business building and philanthropic activities; and 2) Acknowledged peer recognition and respect.

Speck – Caudron Investment Group

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