Access Investment Services (“AIS”) today announced that James Pender has joined AIS in the role of financial advisor. Pender’s appointment will add value by giving clients additional bank based resources for financial success.
James Pender (Photo: Access National Bank)
“We’re delighted to welcome James to our growing practice. His holistic approach to financial planning fits perfectly with our philosophy at AIS,” said Craig Sablosky, Manager at AIS. “James will serve the needs of clients with a down-to-earth, roll-up-your-sleeves approach, deep financial expertise and unparalleled service.”
James joins AIS with nearly 15 years industry experience holding advisory positions at Bank of America Merrill Lynch, Fidelity Investments and BB&T. James works closely with each client, advising in areas such as portfolio construction, risk management, tax planning, estate analysis, business succession strategies and more.
James stated, “I look forward to working with everyone in the Access National community, particularly educating business customers and individuals about the benefits of financial planning and working together on comprehensive asset management strategies.”James holds a Bachelor of Science degree from Florida State University and a Masters in Business Administration with a concentration in finance from the University of the District of Columbia. He later went on to test for and now holds the Chartered Retirement Planning Counselor™ designation. Access Investment Services was formed through a partnership between Access National Bank and Investment Professionals, Inc. (“IPI”). IPI is consistently ranked among the nation’s top-tier bank broker-dealers in investments knowledge, customer service and quality of financial advisor training. 1” Access National Bank, an independent, nationally chartered bank serving the business community of greater Washington DC Metropolitan area. Additional information is available on our website at www.AccessNationalBank.com. Shares of Access National Corporation are traded on the NASDAQ Global Market under the symbol "ANCX". IPI is a private, full-service investment brokerage and asset management firm with over $5.8 billion under management for over 90,000 individuals and business clients nationwide. For more than 20 years IPI has been guiding people toward a more secure financial future with a broad range of wealth management and investing solutions. IPI is the only bank broker-dealer to have earned four No. 1 rankings in American Brokerage Consultants’ leading industry survey of bank executives. 1 1 Source: American Banker Magazine and American Brokerage Consultants 2007 Study of Bank Brokerage and Retail Investment Services All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Access Investment Services are in no way affiliated with or offered by Access National Bank nor is Access National Bank a registered broker/dealer. Customers working with Access Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
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