The Strange Group At Citi/Smith Barney
1021 E. Cary St., Suite 1000
Richmond, VA 23219
Ph: 804-783-8900
Toll free: 800-544-7121
Fax: 804-780-3861
http://fa.smithbarney.com/strangegroup
Principals/owners:
Allan H. Strange, Senior Vice President - Wealth Management, Wealth Advisory Specialist
Joseph (Joe) L. Brockman, Jr. - Financial Advisor, Financial Planning Specialist
John F. Baron - Registered Associate
Courtney C. Gregory - Registered Associate
Sarah M. Hall - Senior Client Service Associate
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Left to right: Courtney Gregory, John Baron, Joe Brockman, and Allan Strange
With over 50 years of collective experience and over $500mm in assets under management (as of 30 September 2007), the Strange Group at Smith Barney has established a client-focused practice which serves individuals and their extended families, corporations, retirement plans, foundations and not-for-profit
organizations. Our objective is to employ the appropriate financial planning and investment resources to help satisfy the needs and objectives of our clients.
The Strange Group at Smith Barney was ranked third out of fifty of Virginia’s top wealth advisors by RJ Shook in the August 2007 edition of Virginia Business Magazine. The group credits a commitment to client service and education for our continued success. “The most satisfying part of this business is adding value beyond just increasing the size of a client’s assets,” says Strange. “Educating the
client and explaining our strategy for their unique situation is vital in gaining
the client’s trust and implementing a successful financial plan.”
“In an increasingly complex financial world, I often think that the most valuable asset that we bring to a relationship is our experience” Allan Strange.
Services offered:
• Personal Financial Planning
• Asset Allocation & Management
• Individual & Company Retirement
Planning
• Education Planning
• Estate & Succession Planning
• Insurance & Risk Management
R.J. Shook says financial advisors demonstrate best practices when they:
Always act in the best interests of the clients. Are dedicated to providing extraordinary advice
and service. Build a team to provide a full spectrum of wealth-management services. Remain
disciplined to asset-allocation and diversification strategies that are particular to each client’s
needs and risk tolerance. Offer advice with a global perspective. Create financial strategies that
are custom-tailored to each client’s particular needs. Build lifelong relationships with clients. |