As Managing Director - Investments with the Caudron Megary Blackburn Wealth Management Group, Tristan Caudron brings extensive experience in long-term investment strategies, as well as specialized knowledge in comprehensive investment planning.
Tristan is a CERTIFIED FINANCIAL PLANNER™ certificant, and has also earned the designations of Accredited Asset Management Specialist, and a Chartered Retirement Planning Counselor, enabling him to provide a wide range of financial services and counsel to clients. Tristan has been consistently recognized as leader in the field. Barron's has named Tristan to the Top 1000 Advisors in the U.S. each year (2015-2021). He was also recognized as one of the Forbes Magazine's top 250 Wealth Advisors (2017-2021). Tristan is a Wells Fargo Advisors Premier Advisor (2006-2021), a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. He is also a charter member of the firm’s Directors' Advisory Council. A DC-area native, Tristan attended Georgetown University and earned his bachelor’s degree in economics and psychology and a master's in business administration. His background in behavioral finance helps him advise clients on making sound financial decisions by understanding the factors that influence investors.
Active in the community, Tristan currently serves or has served on many boards and committees, including the Alexandria Seaport Foundation, Carderock Springs Elementary School Educational Foundation, Commonwealth Academy, the Campagna Center, the Leadership Alexandria Program Committee, the Alexandria Chamber of Commerce, and the Walt Whitman High School Lacrosse Foundation. Tristan is also a 2008 graduate of Leadership Alexandria. Tristan and his wife, Melanie have four wonderful children – Will, Ben, Ryan, and Emma – and he enjoys and playing tennis, platform tennis, skiing, paddle boarding and cycling.
CA Insurance License Number: 0D07234. Resident State: Maryland.
*The Barron’s Top 1,000 Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice based solely on the disclosed criteria.
*The Forbes Top 250 Wealth Advisor (AKA Top Wealth Advisors) rating algorithm is based on the previous year's ndustry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice based solely on the disclosed criteria.