Financial advisor for families in Washington, VA
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Edward Jones - Financial Advisor: Mark S Evanko, CFP®
● ClosedEdward Jones - Financial Advisor: Mark S Evanko, CFP® is a trusted financial institution located in the heart of Washington, District of Columbia. Specializing in comprehensive financial planning and investment strategies, Mark S Evanko, a Certified Financial Planner®, provides personalized advice and guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us at 4201 Connecticut Avenue Northwest to learn more about our services and how we can help you plan for a successful financial future.
4201 Connecticut Ave NW #201, Washington, DC 20008, United States -
Matthew Brudniak - RBC Wealth Management Financial Advisor
● OpenMatthew Brudniak is a dedicated financial advisor at RBC Wealth Management, located at 2100 Pennsylvania Avenue Northwest in Washington, DC. With a focus on providing personalized financial solutions for clients, Matthew Brudniak offers expert advice and guidance to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Matthew Brudniak can help you navigate the complexities of the financial world. Trust in his expertise and experience to help you make informed decisions and secure your financial future.
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037, United States -
Bill DuBose, CFP ~ Heritage Financial, LLC
● OpenBill DuBose, CFP ~ Heritage Financial, LLC is a finance institution located at 6803 Whittier Avenue, McLean, Virginia, United States. At Heritage Financial, we work with individuals and families nationwide, providing wealth management and financial planning services. Our team of wealth advisors is not only knowledgeable but also compassionate and attentive, ensuring that your needs and goals are at the forefront of our recommendations. As a Registered Investment Advisory firm based in Gainesville, Virginia, we serve clients in Northern Virginia, Washington, D.C., and surrounding areas. We offer fiduciary guidance, always putting your interests first, and strive to empower you to make informed financial decisions. Contact us for a complimentary introductory conversation to explore how we can assist you in achieving your financial goals. Please note that HF does not provide tax or legal advice, and past performance is not indicative of future results. We are proud to have Certified Financial Planners on our team, demonstrating our commitment to excellence in financial planning.
6803 Whittier Ave Suite 200, McLean, VA 22101, United States -
Greg Wells - RBC Wealth Management Financial Advisor
● ClosedGreg Wells - RBC Wealth Management Financial Advisor is a leading financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Greg Wells provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Greg Wells offers expert guidance and support to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Greg Wells - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial advice in the United States.
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037, United States -
Edward Jones - Financial Advisor: Tim Bartz
● OpenEdward Jones - Financial Advisor: Tim Bartz is a reputable financial institution located at 15125 Washington Street in Haymarket, Virginia, United States. As a trusted financial advisor, Tim Bartz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tim Bartz is committed to providing expert advice and guidance to help individuals and families secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Tim Bartz is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
15125 Washington St Suite 200, Haymarket, VA 20169, United States -
Merrill Lynch Financial Advisor James M. Arrison IV
● ClosedMerrill Lynch Financial Advisor James M. Arrison IV, located at 1152 15th Street Northwest in Washington, District of Columbia, offers insights, observations, and ideas to help clients achieve their financial goals. The institution provides personalized plans through Merrill Personal Wealth Analysis®, focusing on individual goals and aspirations. Advisors at Merrill Lynch have received recognition from prestigious financial industry publications, setting the standard for exemplary client service. The team at Merrill Lynch, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Group AG, a multigenerational team, offers customized wealth management services to affluent individuals, families, and professionals since 1998. They focus on creating strategies for clients' financial futures based on their unique needs and priorities.
1152 15th St NW 6th Floor, Washington, DC 20005, United States -
Michelle Mancari Rosenberg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichelle Mancari Rosenberg is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located in the heart of Washington, D.C. With a focus on providing personalized financial planning and investment strategies, Michelle works closely with clients to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, Michelle is committed to providing expert guidance and support every step of the way. Visit her office at 1220 19th Street Northwest to learn more about how she can help you secure your financial future.
1220 19th St NW Ste 205, Washington, DC 20036, United States -
Lyzzy Cruz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLyzzy Cruz is a dedicated financial advisor at Ameriprise Financial Services, LLC, located in the heart of Washington, District of Columbia. With a commitment to helping clients achieve their financial goals, Lyzzy provides personalized financial planning and investment strategies to individuals and families. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Lyzzy Cruz is here to provide expert guidance and support. Visit us at 1100 H Street Northwest to start your journey towards financial success.
1100 H St NW UNIT 1010, Washington, DC 20005, United States -
Edward Jones - Financial Advisor: Kenneth A Hopkins
● ClosedEdward Jones - Financial Advisor: Kenneth A Hopkins is a reputable financial institution located in the heart of Washington, D.C. At this location, clients can expect personalized and comprehensive financial planning services from experienced advisor Kenneth A Hopkins. Whether you are looking to invest, save for retirement, or plan for your financial future, Edward Jones is dedicated to helping you achieve your goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kenneth A Hopkins is a trusted partner in helping individuals and families secure their financial well-being.
490 L'Enfant Plaza SW Suite 8102, Washington, DC 20024, United States -
Jessica Lee - RBC Wealth Management Financial Advisor
● ClosedJessica Lee, RBC Wealth Management Financial Advisor, located at 2100 Pennsylvania Avenue Northwest in Washington, D.C., offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, Jessica Lee provides expert advice and guidance to individuals and families looking to grow and protect their assets. Whether you are planning for retirement, saving for college, or building a legacy for future generations, Jessica Lee can help create a customized financial strategy tailored to your unique needs and aspirations. Trust in Jessica Lee and RBC Wealth Management to provide the expertise and resources necessary to help you navigate the complexities of the financial world and secure your financial future.
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037, United States -
Merrill Lynch Financial Advisor Justin H Wasfy
● ClosedMerrill Lynch Financial Advisor Justin H Wasfy is a financial institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution offers personalized wealth management strategies tailored to each client's individual financial goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Justin Wasfy aims to help clients pursue their financial aspirations in a changing market environment. With a focus on community involvement and volunteering, the institution values building strong relationships with clients to understand their evolving needs and priorities. Through the Merrill Personal Wealth Analysis™, clients can create a personalized financial plan centered around their goals, with a focus on managing, growing, and preserving wealth for the future. Justin Wasfy believes in a client-first approach, working closely with individuals and families to design and implement strategies that align with their unique aspirations. By continuously monitoring and adjusting financial approaches, the institution aims to help clients stay on track towards achieving their goals. With a commitment to providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Justin H Wasfy strives to help clients live their best financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor J Eric Rice
● ClosedLocated at 1152 15th Street Northwest in Washington, D.C., Merrill Lynch Financial Advisor J Eric Rice offers valuable insights, observations, and ideas to assist clients in achieving their financial goals. With a focus on personalized service and trust, the team at Merrill Lynch is dedicated to building strong client relationships and providing exemplary client service. The team, led by J Eric Rice, has received recognition from prestigious financial industry publications such as Barron's and Forbes, showcasing their commitment to excellence in wealth management. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial aspirations.
1152 15th St NW 6th Floor, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Sean R Sweeney
● ClosedMerrill Lynch Financial Advisor Sean R Sweeney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is committed to providing exemplary client service, with advisors who have received recognition from various financial industry publications. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. The team helps clients determine their investment style and identify individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources. The team believes in a one-on-one relationship with clients, getting to know them personally and helping them achieve their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Matthew Robertson - TIAA Wealth Management Advisor
● ClosedMatthew Robertson - TIAA Wealth Management Advisor is a finance institution located at 601 13th Street Northwest in Washington, District of Columbia, United States. As a trusted advisor, Matthew Robertson provides expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Matthew Robertson is dedicated to helping individuals and families build and protect their wealth for the future.
601 13th St NW Suite 700 N, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Jerry Britton
● ClosedMerrill Lynch Financial Advisor Jerry Britton, located at 1152 15th Street Northwest in Washington, D.C., is a renowned finance institution known for its synergy of skillsets and decades of wealth management experience. Recognized in Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024, the institution prides itself on providing customized retirement and investment planning, risk management, wealth planning strategies, legacy planning, and estate planning services. With a diverse clientele including successful individuals, families, non-profit organizations, and corporate entities, the team at Boyd Britton and Pope Wealth Management offers a rich repository of knowledge and best practices to help clients achieve their financial goals. Through a goals-based approach, the advisors at Boyd Britton and Pope Wealth Management prioritize understanding their clients' unique needs and values to create personalized financial strategies that align with their long-term objectives. With a focus on building enduring relationships and providing proactive guidance, the team at Boyd Britton and Pope Wealth Management strive to simplify complex financial matters and empower clients to make informed decisions.
1152 15th St NW, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor James F O'Sullivan
● ClosedMerrill Lynch Financial Advisor James F O'Sullivan is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. James focuses on delivering a comprehensive approach to managing personal wealth by proactively listening to client needs and intentions. He works closely with clients to ensure their investment strategy is aligned with their desired outcomes. In addition to his financial advisory services, James is an active member of the Federalist Society, the Alexander Hamilton Society, and supports the Center for New American Security. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered around clients' goals and aspirations.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Joseph T Coliton
● ClosedMerrill Lynch Financial Advisor Joseph T Coliton, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to understanding your values and helping you achieve your financial goals. The team takes a personalized approach, focusing on wealth building, preservation, and succession planning for high-net-worth individuals, families, executives, and more. With a background in finance and marketing, Joe offers tailored strategies using a goals-based process to align your financial picture with your priorities. From retirement planning to education funding, the team at Merrill Lynch works with you to develop a plan that fits your needs. Through the Merrill Investment Advisory Program, custom strategies are designed to help you meet your goals with a balance of risk and reward. Regular reviews ensure that your financial approach reflects any changes in your life or the market. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and work towards achieving your goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Tonia Lee
● ClosedMerrill Lynch Financial Advisor Tonia Lee is a reputable finance institution located in the heart of Washington, D.C. At their office on 15th Street Northwest, clients can expect personalized financial advice and guidance from experienced professionals. Whether you are looking to invest, plan for retirement, or manage your wealth, Tonia Lee and her team are dedicated to helping you achieve your financial goals. With a strong track record of success and a commitment to excellence, Merrill Lynch Financial Advisor Tonia Lee is a trusted partner for individuals and families seeking expert financial services in the District of Columbia.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor George W. Seals, Jr.
● ClosedMerrill Lynch Financial Advisor George W. Seals, Jr. is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a wealth of experience and expertise in financial planning and investment strategies, George W. Seals, Jr. provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor George W. Seals, Jr. is dedicated to providing top-notch guidance and support.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William J. Moran Jr.
● ClosedMerrill Lynch Financial Advisor William J. Moran Jr. is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, Mr. Moran and his team are dedicated to building strong client relationships based on trust and personalized service. With over 30 years of experience in the financial industry, Mr. Moran focuses on providing exceptional service to clients by developing personalized wealth-planning strategies tailored to their individual needs. Mr. Moran is also the Director of Merrill's nationwide LGBT Financial Services Team, which caters to the specialized needs of the diverse LGBT community. He has received numerous awards and accolades for his leadership in diversity and inclusion, including the Merrill Leadership & Inclusion Diversity Award and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Engida Sewnet
● ClosedMerrill Lynch Financial Advisor Engida Sewnet, located at 1152 15th Street Northwest, Washington, D.C., is a dedicated Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Engida works closely with individuals and families to understand their financial goals and provides personalized financial planning services. With a background in private banking and investment advisory, Engida brings a wealth of experience and expertise to help clients achieve their financial objectives. Engida's approach is centered on attentive listening, responsive action, and personalized service. He collaborates with a team of specialists to tailor financial strategies that align with each client's unique circumstances and priorities. Engida holds Series 7, 65, and 63 FINRA registrations and is committed to helping clients make informed investment decisions to reach their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elijah D Smith
● ClosedMerrill Lynch Financial Advisor Elijah D Smith is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Accessible, knowledgeable, and experienced, Elijah is committed to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers a disciplined process for managing wealth. Elijah provides tailored strategies based on each client's needs and goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Elijah also participates in community service activities and volunteering.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Rockefeller Financial
● OpenRockefeller Financial, located at 900 17th Street Northwest in Washington, D.C., is a finance institution with a rich history dating back over seven generations. Serving families, individuals, institutional investors, and corporations, we offer individualized service at every stage of wealth management. Our team of experienced professionals, guided by the principles of the Rockefeller family, seeks to provide innovative financial solutions to meet the diverse needs of our clients. With a commitment to integrity and a focus on delivering the future of financial services, Rockefeller Financial offers independent, strategic business advice to both private and public companies. Our team approaches each challenge with energy, creativity, and care, ensuring that our clients receive personalized and effective solutions.
900 17th St NW #603, Washington, DC 20006, United States -
Mary Mathias - RBC Wealth Management Financial Advisor
● ClosedMary Mathias - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Mary Mathias provides expert financial guidance and personalized wealth management services to clients in the United States. With a focus on building long-term relationships and delivering tailored solutions, Mary Mathias is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, Mary Mathias - RBC Wealth Management Financial Advisor is committed to providing top-notch financial services with integrity and professionalism.
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037, United States -
The Insurance Advisor
● ClosedThe Insurance Advisor, LLC is a health and insurance agency located at 9840 Oxbridge Place, Virginia, United States. Our team is dedicated to helping you find comprehensive insurance coverage for your vehicle, home, family, or business from top-rated companies. With our expert advice and unmatched customer service, we strive to bring you peace of mind. Whether you need bodily injury liability, property damage coverage, medical payments coverage, or uninsured/underinsured motorist damage coverage, we have you covered. We also offer physical damage coverage and rental coverage/loss of use to protect your vehicle and ensure you can get to your daily responsibilities without interruption. Serving clients in Virginia and over five other states, including Washington, DC, we are committed to providing the right value for insurance and financial services. Contact us today to find the insurance solutions that meet your needs.
9840 Oxbridge Pl Ste 101, N Chesterfield, VA 23236, United States -
Merrill Lynch Financial Advisor Brian Wagner
● ClosedMerrill Lynch Financial Advisor Brian Wagner is a dedicated finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Brian Wagner, a member of MKBH and Associates, offers a comprehensive approach to managing wealth by getting to know his clients, their families, financial situations, and priorities. With a passion for delivering excellent service, Brian provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address various aspects of his clients' financial lives. Brian believes in building strong relationships with his clients to help them make important financial decisions. He offers personalized financial plans through Merrill Personal Wealth Analysis™ and helps clients adjust their plans as needed based on changing needs and market conditions. With a focus on the client's goals and priorities, Brian works to develop an approach that helps manage, grow, and preserve wealth for the long term. As a Merrill advisor, Brian offers guidance based on the client's aspirations and encourages them to ask questions about what matters most to them. Through the Investment Personality Assessment, Brian gains a deeper understanding of his clients' investing preferences to customize their financial approach. By regularly reviewing goals and progress, Brian helps clients stay on track to achieve what's most important to them. With a commitment to putting clients first, Brian works to create a financial approach that reflects their personality and priorities. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Brian is dedicated to helping clients reach their goals. With a focus on personalized investment strategies and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Brian Wagner is committed to helping clients live their best financial lives.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Charles King
● ClosedMerrill Lynch Financial Advisor Charles King is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With over 35 years of experience in the financial services industry, Charles King and his team are dedicated to providing personalized strategies and advice to individuals, families, and businesses. They focus on understanding clients' short and long-term financial objectives to help them pursue their goals. As a graduate of the University of Virginia with a background in architecture, Charles King is passionate about delivering excellent service and building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management offers a comprehensive approach to managing wealth, starting with listening to clients' needs and goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor John Maguire Heckler
● ClosedMerrill Lynch Financial Advisor John Maguire Heckler, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing exemplary client service. John, who joined Merrill in 2008, specializes in creating strategic financial strategies for foundations, charities, affluent families, and nonprofit organizations. He also offers guidance to corporate executives, business owners, professionals, and entrepreneurs, focusing on customized wealth management strategies tailored to each client's unique needs. John and his team take the time to understand each client's whole life in order to establish objectives, develop appropriate strategies, and make recommendations that align with their investment goals. As part of the Merrill Lynch Wealth Management team, John conducts regular reviews to track progress towards reaching financial goals and adjusts strategies as needed. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By focusing on the things that matter most to his clients - family, goals, and priorities - John helps them achieve their financial aspirations through a personalized approach. With access to investment insights from Merrill and banking solutions from Bank of America, John works with clients to develop strategies that address their financial needs and adapt to changes in their lives or the market. As a Merrill advisor, John puts his clients first, offering guidance based on their goals and priorities to help them navigate the complexities of their financial lives. Through one-on-one relationships and personalized investment strategies, John and his team help clients pursue their goals and achieve financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Allstate Personal Financial Representative: William Simkins
● ClosedAllstate Personal Financial Representative William Simkins is a trusted finance and insurance agency located at 15125 Washington Street in Haymarket, Virginia, United States. With years of experience and expertise, William Simkins provides personalized financial planning and insurance solutions to help individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, William Simkins is dedicated to providing top-notch service and guidance to meet your unique needs. Contact Allstate Personal Financial Representative William Simkins today to start securing a brighter financial future.
15125 Washington St Ste 316, Haymarket, VA 20169, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 1650 Tysons Boulevard in Tysons, Virginia, United States. Since 1995, David has been providing financial advice and wealth management services to various clients, including corporate executives, business owners, multigenerational families, and trustees. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 and has been featured in interviews on CNBC, Investment News, and RIA Channel. David focuses on managing the complexities of his clients' financial lives, including risk management, retirement planning, tax planning, and estate planning. He believes in helping clients understand what's important and what's possible, with a goal of balancing present living with future planning. David is also actively involved in community service and leadership through various charities, including Second Story and George Mason University.
1650 Tysons Blvd # 1575, Tysons, VA 22102, United States
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