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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Susan Sdwynford (CRD# 2241465) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 31 years of experience in the finance industry.
Eric Smeby (CRD# 5736078) is an Investment Advisor Representative working at Esmeb Inc. in Leesburg, VA and has over 14 years of experience in the finance industry.
Erin Smith (CRD# 4275977) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leesburg, VA and has over 23 years of experience in the finance industry. Erin Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Smolsky (CRD# 2224906) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Leesburg, VA and has over 31 years of experience in the finance industry.
Scott Spiers (CRD# 6395344) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 9 years of experience in the finance industry.
Brawn Sproul (CRD# 1261854) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 39 years of experience in the finance industry. Brawn Sproul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Steigerwald (CRD# 2613033) is an Investment Advisor Representative working at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA and has over 28 years of experience in the finance industry.
Nichole Toledo (CRD# 5596571) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 6 years of experience in the finance industry.
Thomas Toth (CRD# 1322150) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 39 years of experience in the finance industry.
Thomas Toth (CRD# 1239543) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 39 years of experience in the finance industry.