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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...
Christine Donovan (CRD# 3130998) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 25 years of experience in the finance industry.
Elizabeth Drew Verdi (CRD# 4667736) is an Investment Advisor Representative working at Rembert Pendleton Jackson in Vienna, VA and has over 20 years of experience in the finance industry. Elizabeth Drew Verdi 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.
Eric Dunner (CRD# 5658103) is an Investment Advisor Representative working at Glassman Wealth Services, LLC in Vienna, VA and has over 14 years of experience in the finance industry. Eric Dunner 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.
Nicholas Durso (CRD# 5463633) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 16 years of experience in the finance industry.
Lauren Dyke (CRD# 5072242) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 18 years of experience in the finance industry.
Jeffrey Dyson (CRD# 2452518) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 30 years of experience in the finance industry.
Selena Edrosa (CRD# 5713918) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 14 years of experience in the finance industry.
Michael Egan (CRD# 2035357) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 34 years of experience in the finance industry. Michael Egan 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.
Robert Eisenberg (CRD# 1539655) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 37 years of experience in the finance industry.