January 29, 2020 (Bethesda, MD & Washington, DC) – Debora May, CPA, CFP®, CDFA® and Wendy Moyers, CFP®, CDFA®, respectively Executive Vice President and Senior Financial Advisor at Councilor, Buchanan & Mitchell (CBM), have been recognized by Washingtonian Magazine as top financial advisors in the Washington, DC metropolitan region. This is the eighth such recognition for Ms. May and the first for Ms. Moyers. Winners are selected through a peer review process managed and administered by Washingtonian Magazine.
Debora May, CPA, CFP®, CDFA®, Executive Vice President
Ms. May has more than 30 years of public accounting experience with expertise in tax, financial planning for individuals and closely held businesses, collaborative divorce, divorce litigation support and negotiation for financial settlements in divorce. She leads CBM’s quality review for the firm’s divorce and financial planning engagements.
“I appreciate the recognition and can only emphasize how much of a team effort financial advisory work is,” says May. “I collaborate with a talented, hard-working team at CBM and rely on a fantastic network of attorneys, investment professionals, insurance brokers and realtors who recognize their own clients’ needs for financial expertise, and who have the confidence to refer them for our assistance.” Ms. May last appeared in the Washingtonian’s list of top financial advisors in February 2029.
Ms. May is also the chief investment officer for CBM’s financial advisory affiliate, May Barnhard Investments.
Click here for her bio.
Wendy Moyers, CFP®, CDFA®, Senior Financial Advisor
Ms. Moyers has more than 20 years of professional experience delivering financial planning and investment advisory services to individuals and families She currently works with clients through all aspects of their financial lives. In addition, she is trained as a financial neutral for collaborative divorce and mediation services.
“I am grateful to be recognized by my peers for experience and expertise in financial planning,” says Moyers. “It is incredibly rewarding to work with the individuals and institutions who have entrusted me with supporting their financial decision-making. I’m honored to be included in the Washingtonian’s list of top financial advisors.”
Moyers also belongs to CBM D-PATH, an internal group at the firm dedicated to providing empowerment, networking and professional development opportunities to women and minority professionals at the firm and throughout the industry.
Click here for more about CBM’s financial planning expertise.
A public disclosure about the Washingtonian’s process for selecting its top financial advisors may be found here.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
