Whitlock Wealth Management in Lake Ridge was named to the list of “Best-in-State Wealth Management Teams” published by Forbes magazine.
The Prince William County-based practice ranked 44th of 50 of the best firms in Virginia.
The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success.
The rankings are based on data from thousands of wealth advisors from across the U.S.
Whitlock Wealth Management is led by Bennett C. Whitlock III. The team also includes financial advisors Amante DeCastro, David Weinstein, Kamal Malhis, and Sung Lee, along with support staff Gayle Whitlock, Jeanne Turley, Olivia Blackman, and Stephanie Martin. They have collectively served Prince William and Manassas communities since 1994.
Whitlock Wealth Management provides financial advice in a one-on-one relationship with its clients.
