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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...
Devon Cury (CRD# 2377792) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 30 years of experience in the finance industry.
Anthony Davis (CRD# 6683889) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has over 7 years of experience in the finance industry.
James Day (CRD# 2014283) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 22 years of experience in the finance industry.
Cynthia Deavel (CRD# 2392308) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 30 years of experience in the finance industry. Cynthia Deavel 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.
Theresa Diblasi (CRD# 5778389) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Scott Dillie (CRD# 5955708) is an Investment Advisor Representative working at Wealthspire Advisors in Reston, VA and has over 11 years of experience in the finance industry. Scott Dillie 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.
Ernest Dimattina (CRD# 835274) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 43 years of experience in the finance industry.
Jennifer Donnelly (CRD# 4070747) is an Investment Advisor Representative working at Private Advisor Group, LLC in Reston, VA and has over 22 years of experience in the finance industry.
Theodore Doremus (CRD# 4269424) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 23 years of experience in the finance industry.
Gregorio Druehl (CRD# 4316714) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 12 years of experience in the finance industry.