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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
John Loving (CRD# 7189458) is an Investment Advisor Representative working at Edward Jones in Mechanicsville, MD and has over 4 years of experience in the finance industry.
Cathy Achter (CRD# 1468255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 32 years of experience in the finance industry.
Gabriel Adams (CRD# 5048590) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Waldorf, MD and has over 17 years of experience in the finance industry.
Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 33 years of experience in the finance industry.
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Scott Alford (CRD# 6365298) is an Investment Advisor Representative working at Edward Jones in Prince Frederick, MD and has over 8 years of experience in the finance industry.
Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 15 years of experience in the finance industry.
Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Mark Amberg 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.
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Crystal Barker (CRD# 4874570) is an Investment Advisor Representative working at Edward Jones in Dunkirk, MD and has over 15 years of experience in the finance industry. Crystal Barker 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.