Personalized wealth management in Leesburg, VA
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Sherwood Capital
● OpenSherwood Capital is a leading finance institution located at 8133 Leesburg Pike in Vienna, Virginia, United States. With a strong reputation for providing top-notch financial services, Sherwood Capital offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Sherwood Capital is committed to providing personalized and strategic advice to help you succeed.
8133 Leesburg Pike STE 400, Vienna, VA 22182, United States -
Michael J Germano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael J Germano - Financial Advisor, Ameriprise Financial Services, LLC is a trusted finance institution located at 8045 Leesburg Pike, Vienna, Virginia, United States. Ameriprise Financial was named one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. The institution offers a range of financial services and investment options to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your risk tolerance, the team at Ameriprise Financial is here to help. With background and qualification information available on FINRA's BrokerCheck website, clients can feel confident in the expertise and professionalism of the advisors at Ameriprise Financial. The institution also provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all client interactions.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Christie Nix - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristie 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.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Chris A Dettra
● OpenMerrill 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.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Nedra O Agnew
● OpenMerrill Lynch Financial Advisor Nedra O Agnew, located at 8075 Leesburg Pike in Vienna, Virginia, is a trusted finance institution that offers personalized and comprehensive financial services to clients. Nedra and her team have a deep understanding of their clients and their families, providing insights, observations, and ideas to help them achieve their financial goals. With a focus on retirement planning, investment strategies, and estate planning, Nedra is dedicated to helping clients navigate major life events and transitions. Her expertise in wealth management is reflected in her recognition as a Forbes "Best-in-State Wealth Advisor" and "Top Women Wealth Advisor" in 2022 and 2023.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Argent Bridge Advisors
● OpenArgent Bridge Advisors is a finance institution located at 8045 Leesburg Pike in Vienna, Virginia, United States. As independent wealth and financial planners in Northern Virginia, we are dedicated to making intelligent and client-focused financial advice the standard for our clients. Our goal is to simplify the complexities of financial planning and help our clients achieve financial success. If you are looking for clarity in managing your wealth, fill out the form on our website and we can connect with you to provide personalized assistance.
8045 Leesburg Pike Suite 250, Vienna, VA 22182, United States -
Michael Massie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Massie - Financial Advisor at Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Michael Massie is dedicated to providing comprehensive wealth management solutions. As a member of Ameriprise Financial, one of the Most Trusted Wealth Managers according to Investor’s Business Daily, Michael Massie offers expert advice and guidance to help clients navigate the complexities of the financial markets. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients will receive an overview of financial planning concepts and gain valuable insights into their financial future. Michael Massie and his team at Ameriprise Financial Services, LLC, offer a range of investment products and services to help clients build and protect their wealth.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Peter J Gorman
● OpenMerrill Lynch Financial Advisor Peter J Gorman, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized wealth management strategies tailored to each client's unique goals and priorities. Backed by the global resources of Merrill Lynch and Bank of America, the team is dedicated to building strong client relationships based on trust and personalized service. The Brandon Gorman Group, as Merrill Advisors, focuses on understanding the investor's life and goals to recommend appropriate financial strategies designed to help them pursue their aspirations. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with the team to develop a customized investment approach centered on their goals. With regular check-ins to discuss changes in life and financial markets, the team aims to help clients stay on track towards achieving what's most important to them. Merrill Lynch Wealth Management Advisors put clients first, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Sarah A. Cammiso
● Openexpertise of Merrill Lynch, we provide customized advice and guidance to help you achieve your financial goals. Our team at Cammiso, Wilson and Associates is dedicated to providing superior service with the highest level of integrity, ensuring that your needs are a priority. Whether you are planning for retirement, education funding, tax minimization, philanthropic gifting, or managing liabilities, we are here to help you every step of the way. Our personalized approach to financial planning includes a thorough understanding of your individual goals and priorities. By utilizing tools such as the Investment Personality Assessment, we can tailor our recommendations to align with what matters most to you. We believe that financial success is achieved when you are able to make informed decisions that align with your personal values and aspirations.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Thomas A. DePont
● OpenMerrill Lynch Financial Advisor Thomas A. DePont is a reputable finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. With a focus on providing expert financial advice and guidance, clients can trust Thomas A. DePont and his team to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Thomas A. DePont offers personalized services to meet your individual needs. Contact them today to schedule a consultation and take control of your financial future.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Dustin S Witmer - Wilmington Advisors @ M&T
● OpenDustin S. Witmer - Wilmington Advisors @ M&T is a finance institution located at 7799 Leesburg Pike in Falls Church, Virginia, United States. Specializing in financial advisory services, they provide expert guidance and personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, Dustin S. Witmer - Wilmington Advisors @ M&T offers comprehensive financial planning, investment management, and wealth preservation solutions. Whether you are planning for retirement, saving for college, or managing your investments, they are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
7799 Leesburg Pike 2nd Fl, Falls Church, VA 22043, United States -
Merrill Lynch Financial Advisor Michael M. Moore
● OpenMerrill Lynch Financial Advisor Michael M. Moore is a finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. Michael M. Moore, CFP® has been a financial advisor with Merrill Lynch Wealth Management since 2000, holding the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Specializing in developing and implementing financial strategies tailored to individual goals, Michael works with clients on investment portfolio development, education funding, retirement income strategies, and insurance. He collaborates with clients' other advisors to address tax, trust, charitable, and estate issues. With a focus on long-term objectives, Michael continuously reviews and adjusts strategies to align with clients' evolving needs. Committed to building strong client relationships based on trust and personalized service, Michael and his team at Merrill Lynch Wealth Management offer the Merrill Personal Wealth Analysis™ to create customized plans centered on clients' goals. By listening to clients' aspirations and priorities, Michael helps them navigate financial decisions, manage risks, and pursue meaningful goals. With access to the resources of Merrill and Bank of America, Michael's approach is designed to address clients' financial needs and help them achieve long-term success. The institution serves clients in California, District of Columbia, Florida, Illinois, Massachusetts, Maryland, North Carolina, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
The Benjamin Financial Group, Inc.
● OpenThe Benjamin Financial Group, Inc. is a reputable finance institution located at 7600 Leesburg Pike in Falls Church, Virginia, United States. With a team of experienced financial experts, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, The Benjamin Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
7600 Leesburg Pike, Falls Church, VA 22043, United States -
Merrill Lynch Financial Advisor Catherine Portner
● OpenMerrill Lynch Financial Advisor Catherine Portner, located at 8075 Leesburg Pike in Vienna, Virginia, offers insights, observations, and ideas to help clients pursue their financial goals. Catherine and her team can help define financial goals and develop personalized plans centered on what matters most to each individual and their family. With a holistic approach to wealth management, Catherine focuses on investment strategies for business owners and women, drawing from her own experience as a former business owner. She leverages Merrill's extensive research and technology resources, as well as banking and lending capabilities from Bank of America, to support clients in navigating the market, implementing investment initiatives, and planning for their legacy. Catherine also prioritizes community involvement, volunteering and fundraising for organizations such as the YMCA, Habitat for Humanity, and Operation Smile. She holds degrees in biology and business administration from Boston College and Babson College, respectively. By understanding clients' goals and priorities, Catherine works with them to build a personalized financial strategy that aligns with their values and helps them achieve their objectives. Through ongoing communication and regular reviews, Catherine ensures that clients' financial approaches evolve to reflect changes in their lives and the market. With a focus on building personal relationships and understanding each client's unique circumstances, Catherine and her team at Merrill Lynch Wealth Management help clients navigate financial complexities and pursue their goals with confidence.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Alaa Khashan
● OpenMerrill Lynch Financial Advisor Alaa Khashan, located at 8075 Leesburg Pike, Vienna, Virginia, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Alaa Khashan can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your goals. Alaa Khashan follows the Merrill tradition of community involvement and volunteering, showing a commitment to the communities they serve. By utilizing the Merrill Personal Wealth Analysis™, Alaa Khashan can develop a personalized plan centered around your goals and aspirations, adjusting as your life and priorities change over time.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Michael P Reyes
● OpenMerrill Lynch Financial Advisor Michael P Reyes is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. They offer investment insights from Merrill Lynch along with banking convenience and lending solutions from Bank of America. Michael Reyes, as a trusted advisor, works with families, retirees, corporate executives, business owners, and professionals to help them navigate wealth accumulation, capital preservation, income planning, and family/legacy planning. With a client-centered approach, Michael focuses on understanding his clients' priorities in order to provide a tailored wealth strategy. With over 20 years of experience in the financial services industry, Michael has worked with companies, executives, entrepreneurs, and venture capitalists on various financial transactions. He is dedicated to providing comprehensive solutions for his clients' financial and wealth management needs. By leveraging the resources of Merrill and Bank of America, Michael helps clients develop personalized plans to achieve their financial goals. Whether it's planning for future expenses, college education, or passing wealth to future generations, Michael works with clients to create a customized approach to address their financial needs. Through ongoing conversations and reviews, Michael helps clients adjust their financial approach to reflect changes in their lives and the market. With a focus on personalized service and premier customer care, Michael is committed to helping clients achieve their financial goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Micheal Wasson
● OpenMerrill Lynch Financial Advisor Micheal Wasson, located at 8075 Leesburg Pike in Vienna, Virginia, is a reputable finance institution that provides personalized financial services to clients. With a focus on understanding the unique needs of each individual and their families, the team at Merrill Lynch goes beyond just investing to assist clients with critical financial decisions and challenges. Micheal Wasson and his team offer insights, observations, and ideas to help clients achieve their financial goals, especially when it comes to preparing for retirement. They work closely with client families to address investment, retirement, and estate planning needs, drawing on their experience and expertise in the field.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Shavkat Safaev
● OpenMerrill Lynch Financial Advisor Shavkat Safaev, located at 8075 Leesburg Pike, Vienna, Virginia, United States, is a finance institution dedicated to helping clients manage their wealth and achieve their financial goals. Shavkat Safaev follows the Merrill tradition of community involvement, volunteering with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be created based on individual goals and priorities. By getting to know clients personally, Shavkat Safaev can tailor financial strategies to meet their unique needs, whether it's planning for retirement, saving for a home, or funding education. The Investment Personality Assessment helps understand clients' investing preferences, while regular check-ins ensure the financial approach stays aligned with changing goals and market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, clients can work with Shavkat Safaev to develop a comprehensive financial plan. The goal is to help clients pursue their aspirations and turn their financial goals into reality, adapting to life changes and market fluctuations along the way. Clients can expect personalized investment strategies, comprehensive financial solutions, and a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With a focus on understanding clients' financial situations and priorities, Shavkat Safaev aims to provide guidance and support to help clients live their best financial lives.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Rodney T Brandon
● OpenMerrill Lynch Financial Advisor Rodney T Brandon, located at 8075 Leesburg Pike in Vienna, Virginia, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on managing wealth by deeply understanding each client's financial picture and creating flexible strategies tailored to individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team helps clients pursue their goals through personalized wealth management strategies. The Brandon Gorman Group, as Merrill Advisors, offers advice and guidance based on client goals and priorities, placing the investor at the center of their focus. Using an understanding of each client's life as a foundation, the team recommends appropriate financial strategies designed to help clients pursue their goals and adjust their strategy over time as needed. The institution believes in starting every relationship with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. The team at Merrill Lynch Wealth Management is committed to helping clients achieve financial success by providing personalized plans centered on individual goals. They understand that life and financial markets can change over time, and they regularly check in with clients to discuss any adjustments needed to stay on track. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors work with clients to build customized approaches that address their needs and pursue their goals. They offer one-on-one relationships to provide guidance and support in navigating the complexities of financial decisions and market fluctuations.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States
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