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Disclosures
The Washingtonian’s “Top Financial Advisers” was announced in the January 2024 issue of the magazine. Data was collected from July 18, 2023, to Aug. 25, 2023. To compile the list, the Washingtonian distributes a survey to hundreds of professionals in the financial fields in Washington, D.C., area, conducts research and consults industry experts. The financial advisors who receive the strongest nominations make the list. They do not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The Washingtonian’s “Top Financial Advisers” was announced in the January 2025 issue of the magazine. Data was collected from Sept. 20, 2024, to Oct. 30, 2024. To compile the list, the Washingtonian distributes a survey to hundreds of professionals in the financial fields in Washington, D.C., area, conducts research and consults industry experts. The financial advisors who receive the strongest nominations make the list. They do not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Anthony Connor is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.
Anthony Connor, NMLS # 2035739, and Grace Benson, NMLS # 2306087 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Grace Benson is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV. California Insurance License # 4215798.
Tommy Miller is currently registered to conduct business with residents of the following states: CA, CO, DC, DE, FL, IA, IL, KY, LA, MD, ME, NC, NJ, NY, PA, RI, TX, VA, WA, WV.
Dean Bahniuk is currently registered to conduct business with residents of the following states: CA, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WV.
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At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do. Grace joined the CFS Group as a college student in 2016 and now serves as Senior Vice President - Financial Advisor. She also assists Tony with client portfolios and serves as one of the team's wealth planners and insurance professionals. She focuses on helping clients align their investments with their life goals—balancing the numbers with meaningful, human connection. What sets her apart? Grace builds relationships that go beyond the balance sheet, often becoming a trusted part of a client’s life journey. Her best financial advice: “Time in the markets beats timing the market. Stick to the plan and trust your advisors.” Outside of work, Grace enjoys culinary adventures, road trips in classic cars with her husband, hiking with their springer spaniel, and training for marathons. A fifth-generation Californian and culinary school graduate, she brings passion and energy to everything she does.
Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!
Did you know summer is peak season for vacation rentals? Whether you’re eyeing a second home for family getaways or exploring rental income opportunities, the right plan can turn a vacation home into a financial asset. Let’s plan together!