Long term investment in Vienna, Virginia

Sovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.

James Armstrong - RBC Wealth Management Financial Advisor is a leading financial institution located at 8010 Towers Crescent Drive in Vienna, Virginia. As a trusted advisor, James Armstrong provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, James Armstrong offers expert guidance and customized solutions to individuals and families seeking to secure their financial future. With a strong reputation for professionalism and integrity, James Armstrong - RBC Wealth Management Financial Advisor is dedicated to providing exceptional service and building long-lasting relationships with clients.

Paul Williams - RBC Wealth Management Financial Advisor is a leading financial institution located at 8010 Towers Crescent Drive in Vienna, Virginia. As a trusted advisor, Paul Williams provides expert financial guidance and personalized wealth management services to clients in the United States. With a focus on building long-term relationships and helping clients achieve their financial goals, Paul Williams offers a range of financial planning services tailored to individual needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Paul Williams - RBC Wealth Management Financial Advisor is dedicated to providing you with the highest level of service and expertise in the finance industry.

Marcel Santos, CFP® is a reputable financial institution located at 1577 Spring Hill Road in Vienna, Virginia, United States. Specializing in financial planning and investment management, Marcel Santos, CFP® offers personalized and comprehensive services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, the institution prides itself on providing expert advice and guidance to individuals and families seeking to secure their financial future.

Drew Gillespie is a Financial Advisor at Ameriprise Financial Services, LLC located at 8150 Leesburg Pike, Vienna, Virginia, United States. Drew holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Drew's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Drew is dedicated to providing comprehensive and personalized financial advice to clients, helping them achieve their financial goals.

Brandon Wolf is a Financial Advisor at Ameriprise Financial Services, LLC located at 8045 Leesburg Pike, Vienna, Virginia, United States. Brandon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brandon is dedicated to providing expert financial advice and solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, insurance products, and more, Brandon is committed to helping clients achieve their financial goals and secure their financial future.

Micah Hopkins - Financial Advisor, Ameriprise Financial Services, LLC, located at 8150 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Micah Hopkins holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Micah Hopkins' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are looking for advice on wealth transfers, tax planning, retirement, or insurance products, Micah Hopkins can provide personalized solutions to help you achieve your financial goals. Contact Micah Hopkins - Financial Advisor, Ameriprise Financial Services, LLC, for comprehensive and professional financial services tailored to your specific needs.

Farzana Sultana is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1950 Old Gallows Road in Vienna, Virginia, United States. Farzana holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Farzana's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and advanced knowledge in financial planning, Farzana is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Farzana Sultana for expert financial guidance and personalized wealth management services."

Brandon Pleasants - TD Wealth Financial Advisor is a leading financial institution located in Vienna, Virginia. As a trusted advisor, Brandon Pleasants offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Brandon provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Brandon Pleasants - TD Wealth Financial Advisor is dedicated to providing top-notch financial advice and solutions. Visit their office at 2070 Chain Bridge Road to start your journey towards financial success.

Mark Pollak is a financial advisor at Ameriprise Financial Services, LLC located at 8150 Leesburg Pike in Vienna, Virginia, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mark is dedicated to providing expert financial advice and services to individuals with a focus on asset management, retirement planning, estate planning, risk management, and investment strategies. With a commitment to upholding the highest ethical standards, Mark Pollak is a trusted advisor for clients looking to achieve their financial goals.

W. Reid Howard is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 301 Maple Avenue West in Vienna, Virginia, United States. W. Reid Howard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various individuals and businesses. W. Reid Howard is dedicated to providing comprehensive financial advice and solutions to help his clients achieve their financial goals.

Eric Riddell is a Financial Advisor at Ameriprise Financial Services, LLC located at 8150 Leesburg Pike in Vienna, Virginia, United States. Eric Riddell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, investment strategies, retirement planning, estate planning, insurance products, and more. Eric Riddell is dedicated to providing expert financial advice to individuals and small business owners, helping them navigate the complexities of financial planning and investment management.

Located at 8045 Leesburg Pike in Vienna, Virginia, Joe Waluk is a Financial Advisor at Ameriprise Financial Services, LLC. Joe holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. Joe specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and real-world application of investment concepts, Joe is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Joe Waluk is here to provide expert guidance and personalized solutions to meet your needs.

Matthew Lanham - RBC Wealth Management Financial Advisor is a trusted financial institution located at 8010 Towers Crescent Drive in Vienna, Virginia, United States. As a dedicated financial advisor, Matthew Lanham provides personalized wealth management services to clients seeking to grow and protect their assets. With a focus on building long-term relationships and providing tailored financial solutions, Matthew Lanham helps clients navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for education, or looking to build a diversified investment portfolio, Matthew Lanham can help you achieve your financial goals. Trust in Matthew Lanham - RBC Wealth Management Financial Advisor for expert guidance and personalized financial advice.

Merrill Lynch Financial Advisor Mike Harber is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Mike Harber has been serving as a Merrill Financial Advisor in the Washington D.C area since 2014, offering customized strategies to help clients meet their short and long-term goals while managing volatility. His investment management strategy includes reviewing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. With a team of experienced associates, services include retirement planning, wealth preservation, insurance strategies, retirement plans, business transition planning, and business banking. Prior to joining Merrill, Mike Harber served over 20 years in the Navy as an FA-18 pilot. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The focus is on family, goals, and priorities, adapting to changes over time. The approach to financial planning places the client at the center, offering advice and guidance tailored to individual needs. The goal is to help clients pursue their most important goals and make informed decisions. The Investment Personality Assessment is used to customize financial approaches based on individual preferences and goals. Regular meetings are held to review progress and make adjustments as needed.

Merrill Lynch Financial Advisor Sam Sayyad, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial advice and guidance to help clients navigate the complexities of wealth management. The Sayyad Group values teamwork and involvement, providing access to global investment capabilities and banking convenience through Merrill and Bank of America. The team is dedicated to building long-term relationships, developing customized financial strategies tailored to each client's unique goals and priorities. By understanding each client's aspirations and concerns, the team creates plans to manage, grow, and preserve wealth, with a focus on addressing financial needs at every stage of life. Through the Investment Personality Assessment, advisors gain insights into clients' investing preferences to customize approaches that align with individual goals. The team of experienced professionals is committed to providing exemplary client service, supported by the global resources of Merrill and Bank of America. With a focus on personalized service and trust, the team helps clients stay on track to achieve their financial goals through regular reviews and adjustments to financial approaches. Whether planning for retirement, education, or other life milestones, the team at Merrill Lynch Financial Advisor Sam Sayyad is dedicated to helping clients achieve their goals.

Bowman Gaskins Financial Group is a reputable finance institution located at 410 Pine Street Southeast in Vienna, Virginia, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to help them achieve their financial goals. Visit Bowman Gaskins Financial Group today to secure your financial future.

Albert Fusca - RBC Wealth Management Financial Advisor is a reputable financial institution located at 8010 Towers Crescent Drive, Vienna, Virginia, United States. As a trusted financial advisor, Albert Fusca provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, clients can trust in the expertise and professionalism of Albert Fusca and his team. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Albert Fusca - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.

At Merrill Lynch Financial Advisor Ban Tran, located at 8075 Leesburg Pike in Vienna, Virginia, United States, clients can expect personalized wealth management services tailored to their specific financial goals and needs. Ban Tran, a Senior Vice President-Senior Financial Advisor, holds designations such as Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor, with a focus on serving affluent clients, retirees, small businesses, and non-profit organizations. With a background in trade finance and international banking, Ban has extensive experience in managing investment portfolios using low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban's approach to financial planning involves getting to know each client personally and understanding their unique aspirations and concerns. By utilizing the Merrill Investment Personality Assessment, clients can receive a customized financial approach that aligns with their investment preferences and long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Ban works with clients to develop strategies that help them pursue what matters most to them.

Merrill Lynch Wealth Management, located at 8075 Leesburg Pike in Vienna, Virginia, is a reputable finance institution offering personalized wealth planning services. With a team of experienced financial advisors, Merrill Lynch is dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of the financial markets. The branch is proud to have a significant number of top-ranked advisors in the Northern Virginia market, as recognized by Forbes. The advisors at Merrill Lynch prioritize client service and satisfaction, taking the time to understand each client's unique financial goals and challenges. By leveraging industry analysts and specialists, the advisors develop tailored financial strategies to help clients achieve their long-term objectives. Additionally, the branch is actively involved in charitable outreach, supporting local communities and non-profit organizations.

Merrill Lynch Financial Advisor Paul Chrisman, located at 8075 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of investment solutions and banking products from Bank of America. With over 40 years of industry experience, Paul Chrisman and his daughter, Colleen Chrisman, formed a dedicated advisory team in 2022. Together, they provide relationship-based wealth management services, with Colleen focusing on financial planning and Paul offering tailored wealth strategies. The Chrisman Group's investment philosophy is centered around long-term wealth creation, risk management, and client-centric decision-making. They believe in strategic asset allocation, diversification, and disciplined portfolio strategies to help clients achieve their financial goals. The team prioritizes cost-efficient investment solutions, transparency, and communication to build diversified portfolios aligned with clients' unique needs and aspirations. Additionally, they offer services in risk management, tax planning, retirement planning, and estate planning. With a focus on bringing fresh perspectives to clients' financial lives, Merrill Lynch Financial Advisor Paul Chrisman aims to help clients make informed decisions as they pursue their financial goals.

Merrill Lynch Financial Advisor Adam James Searle is a finance institution located at 11951 Freedom Drive, Reston, Virginia, United States. At Shields Abate Searle and Associates, the team of professionals has been working together since 2010, focusing on understanding each client's mindset and motivations to create personalized financial strategies. They work with a limited number of clients, including philanthropic organizations, business owners, government workers, and families, to address short- and long-term financial priorities. The institution values collaboration and draws upon global financial resources to create unique strategies for each client. The team at Shields Abate Searle and Associates believes in building strong client relationships based on trust and personalized service. They participate in the local community and have sponsored events such as The Vienna Womens Center. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop flexible wealth management strategies that align with their goals and aspirations.

Bryan Riley - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 301 Maple Avenue West, Vienna, Virginia, United States. Bryan Riley holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bryan Riley's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, risk management, and more. With a commitment to ethical standards and continuing education, Bryan Riley provides comprehensive financial services to individuals and businesses.

Christie Nix - Financial Advisor at Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, United States, offers a wide range of financial services. Christie Nix holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. Christie Nix is dedicated to providing personalized financial advice to individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Christie Nix strives to help clients achieve their financial goals and secure their financial future.

Sarah Pollinger - RBC Wealth Management Financial Advisor is a trusted financial institution located at 8010 Towers Crescent Drive in Vienna, Virginia, United States. As a dedicated financial advisor, Sarah Pollinger provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Sarah Pollinger is committed to helping individuals and families navigate the complexities of financial planning and investing. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sarah Pollinger - RBC Wealth Management Financial Advisor is here to provide the support and expertise you need.

Merrill Lynch Financial Advisor Chris A Dettra, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial planning services to help you achieve your goals. The Dettra, Wedel & Leygraaf Group team prioritizes your aspirations and works with you to develop a personalized financial strategy aligned with your goals. With access to global investing capabilities and banking solutions, they can assist with planning for education, retirement, healthcare costs, wealth preservation, and more. The team believes in putting you, rather than the market, at the center of the planning process. They prioritize building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on your goals. Your financial approach will be regularly reviewed and adjusted to reflect changes in your life and the financial markets. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and pursue your goals. With a dedicated advisor by your side, you can access personalized investment strategies and comprehensive financial solutions to help you achieve financial success.

Kamal Malhis - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1950 Old Gallows Road, Vienna, Virginia, United States. Kamal Malhis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Kamal Malhis upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, Kamal Malhis is a trusted advisor for individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with wealth transfers, retirement planning, or investment management, Kamal Malhis - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals with integrity and professionalism.

Edward Jones - Financial Advisor: Sean Sinclair, AAMS™ is a reputable finance institution located at 243 Church Street Northwest in Vienna, Virginia, United States. As a trusted financial advisor, Sean Sinclair, AAMS™ 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 offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Sean Sinclair, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bob Parr - RBC Wealth Management Financial Advisor is a reputable finance institution located at 8010 Towers Crescent Drive in Vienna, Virginia, United States. As a trusted financial advisor, Bob Parr offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Bob Parr provides expert guidance on investment strategies, retirement planning, and wealth preservation. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Bob Parr is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Yeske Buie is a renowned financial institution located at 301 Maple Avenue West in Vienna, Virginia, United States. Specializing in comprehensive financial planning and investment management services, Yeske Buie is dedicated to helping individuals and families achieve their financial goals. With a team of experienced and knowledgeable professionals, they provide personalized solutions tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Yeske Buie is committed to guiding you every step of the way. Visit their office in Vienna or contact them to schedule a consultation and start your journey towards financial success.