Choosing a Wealth Management Firm in Virginia
Wealth management firms are all different. You need to make sure to do the work to pick the right one for you. Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that’s built around choosing...
Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With
The benefits of working with a Fiduciary Financial Advisor are easy to see. These advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
March 1, 2020- Miami Financial Advisor, David D. Kassir was featured in Miami Magazine's On The Clock expose'. This Tell All Expose' featured Two Miami Taste-makers giving insight as to what makes him successful in personal and business and illustrating a...
Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
May 2019 – Husband and Wife David and Avisha Kassir featured in the 2019 Miami Magazine Power Players issue. David and Avisha were selected in this year’s Power couple issue in Miami, FL. After spending approximately 16 years in Washington DC, the couple had decided...
Barron’s 100 Top Advisor Summit featuring Miami Financial Advisor David Kassir
September, 2019- Senior Financial Advisor & Managing Director David D. Kassir of Manna Wealth Management, with offices in Miami FL and Washington DC, was invited to attend the 2019 Barron’s 100. The 3 day conference by Invitation Only showcased America’s top...
Miami, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event
Manna Wealth Management’s Senior Financial Advisor, David D. Kassir invited to this year’s Delivering Alpha investor summit, September 19 at New York’s Pierre Hotel. About Delivering Alpha: Since 2010, CNBC has worked side by side with Institutional Investor to...
Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak
Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was Featured to speak at Success by South Beach. This event was hosted at the SLS Hotel in Miami Beach, FL. on August 15 , 2019. The Event featured CEO’s across all industries...
Featured Financial Advisor David D. Kassir at 2019 Morningstar Investment Conference
David D. Kassir, Senior Financial Advisor & Managing Principal of Manna Wealth Management Featured at the 2019 Morningstar #MICUS conference hosted at McCormick Place in Chicago, IL ( May 8, 2019). This year’s conference brings together some of the...
Financial Advisor David Kassir Selected for 2019 Forbes Top Advisor Summit
Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was invited to attend Forbes Advisor Summit at The Bellagio in Las Vegas, Nevada, February 25, 2019. This is the 3rd Annual Forbes Event featuring select Few Advisors in...
Washington DC Financial Advisor – David D. Kassir invited to be part of CNBC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of corporate America. In this...
Finding Right Financial Advisor in Crystal City, VA
When the news of Amazon broke out that it has chosen its second headquarters to be located in Crystal City, VA – Arlington, questions about population density, the potential for skyrocketing rents and rising costs in commerce immediately began to swirl. The...
Financial Advisor David D. Kassir invited to be part of CNBC Capital Exchange Summit hosted at the Intercontinential Hotel in Washington, DC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of corporate America. In this...
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This information is intended for use only by residents of AL, CO, DE, DC, FL, GA, HI, LA, MD, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA regarding their state-specific registrations. Insurance-related services may not be provided to individuals residing in any states other than CO, DC, FL, GA, MD, VA.
Securities and advisory services are offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC