Finance | Insurance 2023: SIMON R.B. HAMILTON

MANAGING DIRECTOR AND PORTFOLIO MANAGER, THE WISE INVESTOR GROUP OF RAYMOND JAMES, RESTON

Published August 30, 2023 by Virginia Business

Hamilton’s first job as a teen was mowing lawns — or, rather, running his own lawn-mowing business, with his brother as his first employee. That enterprising spirit has taken him a long way, first to a perch as vice president of investments at Baltimore-based advisory firm Ferris, Baker Watts, and then to Wise Investor Group, which he joined as one of three partners in 2007. He now leads the portfolio management department. Wise was initially aligned with Baird, but in September 2022 moved to Raymond James.

Last year, Forbes ranked Hamilton the fifth best wealth adviser in Virginia and No. 202 on its list of the nation’s Top 250 Wealth Advisors. Barron’s ranked him 16th in Virginia in its 2022 Top 1200 Wealth Advisors list.

A Haverford College alum, Hamilton co-hosts the “The Wise Investor Show” podcast and serves on the board of Fairfax Brave, a youth soccer club.

HOBBY/PASSION: Wine. I really enjoy researching, cataloging and, of course, tasting.

WHAT MAKES ME HAPPIEST: Seeing my girls be successful in academics, sports and life

MOST VALUED POSSESSION: My grandmother’s autobiography

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