![]() We are going to take a few tests and come up with a strategy and a plan to treat it, cure it, or at least we’re going to manage it.”īFG is also one of the few firms in the country that employs its own internal director of investment research. It’s just like if you went to the doctor. Likening relationships with clients to that of a physician, Blisk said, “We need to know all about you before we can make good recommendations. “One of the greatest rewards for me is being able to help my clients live a life of significance and seeing them make a difference in the lives of the people they love because of our coaching.”Īccomplishing this requires Blisk and her team to look at the “whole” picture and take a holistic approach to every individual situation. “As an entrepreneur, what I do is help people protect what they care about most: their loved ones,” she said. Today, while she is a walking, talking encyclopedia of financial terms, current tax laws, and savvy investment strategies, for Blisk, wealth management isn’t just about numbers. “Just like CPAs or attorneys, we are required to have 30 hours of continuing education every two years, so we are on the leading edge of investments and market trends.” “As certified financial planners, we adhere to and are held to a fiduciary standard by the Certified Financial Planner Board,” she said. In addition to support staff, Blisk’s team includes five wealth managers, four of whom are certified financial planners ( CFP® professionals). We provide service to as many as four generations in some families.”Įqually important to her independent status, and setting her apart from many other financial service organizations, is the level of training and licensing she insists upon. Clients want advisors with no conflicts of interest, and advice that is customized to them and their families. We sit on the same side of the table as our clients, and we work for you. “We are totally independent, which means we don’t have any in-house product. “We are not owned by a bank or an insurance company or a Wall Street firm. Ten years later, after working for several large Wall Street firms, Blisk decided to strike out on her own, forming Blisk Financial Group in 1997, an independent firm, now providing advice and investment management to clients in over 20 states. She began her training at Prudential Bache in spring 1986 and never looked back. In 1985, at the suggestion of a friend who recognized Blisk’s gift of serving, she made a bold move into the financial services business, interviewing at four major brokerage houses who all offered her a position. You help them find something in their budget, and if they look great, they feel great.” “That’s just another example of problem solving,” she said. She then went on to work as department manager of ladies dresses for Hudson Belk at Crabtree Valley Mall, in Raleigh, North Carolina. She entered beauty pageants and twirled batons to make enough money to attend Tennessee Technological University and later George Peabody College, where she studied English and business. ![]() Still, Blisk wasn’t handed her career on a silver platter. I teach people how to be good stewards of their money,” Blisk said. I thought I would end up being a teacher. “Where I grew up, women tended to go into the teaching profession. The oldest of her siblings, Blisk had a strong propensity for problem-solving and math-a skill set that has served her well in every endeavor. Her daddy diversified by milking cows, cultivating tobacco, and growing 500,000 peach trees, while her mother kept busy as a homemaker, rearing six children. No one mentioned their 401K contributions or discussed how to balance the budget. That’s nothing to sneeze at, as we say here in the South.Īs a child, growing up on a farm in middle Tennessee, Blisk didn’t hear her parents talk about financial planning. ![]() She has also been named in the publication’s Top 100 Women Financial Advisors and is consistently ranked in the top 30 advisors in her home state of Virginia, among many other honors. How does a farm girl go from milking cows to managing multimillion-dollar investment accounts? Ask Brenda Blisk, founder and CEO of Blisk Financial Group, who has recently been named to Barron’s list of Top 1200 Financial Advisors in the nation (formerly the Top 1000 list) … again.
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