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Financial Advisors

Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Billi Jean Gurnsey/Agent/New York Life
Billi Jean Gurnsey/Agent/New York Life
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8075 Leesburg Pike, Suite 400
Vienna, VA 22182
Billi Jean GurnseyBilli Jean Gurnsey
Work Phone: 815-993-3913 815-993-3913
Member Since: 2022
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Burke & Herbert Bank Wealth Management Office
Burke & Herbert Bank Wealth Management Office
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117 N. Fairfax Street
Alexandria, VA 22314
Shannon Rowan, CFPShannon Rowan, CFP
Work Phone: (703) 684-1655(703) 684-1655
Member Since: 2014
Inner Circle Silver Sponsor
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Tarkenton Financial, LLC
Tarkenton Financial, LLC
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218 North Lee Street
Alexandria, VA 22314
Work Phone: (571) 421-1114(571) 421-1114
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The Harvey Group
The Harvey Group
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119 Oronoco St
Alexandria, VA 22314
Work Phone: (703) 549-5447(703) 549-5447
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Truist
Truist
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Mail Code VA-ACW-2007
Vienna, VA 22182
Cassius PriestlyCassius Priestly
Work Phone: (703) 442-1573(703) 442-1573
Member Since: 2011
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Grant Thornton LLP
Grant Thornton LLP
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1000 Wilson Blvd.
Arlington, VA 22209
Robert SheaRobert Shea
Work Phone: (703) 837-4400(703) 837-4400
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John Marshall Bank
John Marshall Bank
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700 S. Washington Street
Alexandria, VA 22314
Jennifer L. FerraraJennifer L. Ferrara
Work Phone: (703) 289-5950(703) 289-5950
Member Since: 2011
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Thrive Wealth Advisors
Thrive Wealth Advisors
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663 S. Washington St
Alexandria, VA 22314
Adron KrekelerAdron Krekeler
Work Phone: (703) 740-4671(703) 740-4671
Member Since: 2007
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Caudron - Megary - Blackburn Wealth Mangement Group of Wells Fargo Advisors
Caudron - Megary - Blackburn Wealth Mangement Group of Wells Fargo Advisors
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101 North Union St., Suite 220
Alexandria, VA 22314
Tristan CaudronTristan Caudron
Work Phone: (703) 739-4548(703) 739-4548
Member Since: 1990
Inner Circle President Sponsor
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Merrill Lynch Wealth Management - Marsh, Stone, Huang & Associates
Merrill Lynch Wealth Management - Marsh, Stone, Huang & Associates
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1900 Duke St.
Alexandria, VA 22314
Parker RistParker Rist
Work Phone: 703-838-6828703-838-6828
703-838-6838703-838-6838
Member Since: 2021
Local financial advisory Team with ~$700mm AUM. Serving and providing peace of mind for wealthy families, corporate executives, business owners, and retirees throughout the country.
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Mutual of America Financial Group
Mutual of America Financial Group
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4510 Cox Road
Glen Allen, VA 23060 6759
Daniel RogersDaniel Rogers
Work Phone: 410.859.8256 410.859.8256
Member Since: 2020
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Rogers & Company, PLLC
Rogers & Company, PLLC
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8300 Boone Boulevard, Suite 600
Vienna, VA 22182
Darrin RogersDarrin Rogers
Work Phone: (703) 893-0300(703) 893-0300
Member Since: 2006
CPA firm specializing in providing audit, tax, accounting to nonprofits.
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Columbia Capital, LLC
Columbia Capital, LLC
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204 S. Union Street
Alexandria, VA 22314
Donald DoeringDonald Doering
Work Phone: (703) 519-2000(703) 519-2000
Member Since: 2009
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Arkagos Advisors + Asset Management, Inc.
Arkagos Advisors + Asset Management, Inc.
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218 N Lee Street
Alexandria, VA 22314 2631
Paula PassPaula Pass
Work Phone: (703) 535-5921(703) 535-5921
Member Since: 2016
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Baker Tilly US, LLP
Baker Tilly US, LLP
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8219 Leesburg Pike
Tysons Corner, VA 22182
Peter McElwainPeter McElwain
Work Phone: (703) 923-8656(703) 923-8656
Member Since: 2016
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Bank Of America Merrill Lynch
Bank Of America Merrill Lynch
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1152 15th St NW
Washington, DC 20005
Daniel AberraDaniel Aberra
Work Phone: (202) 471-3291(202) 471-3291
Member Since: 2019
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CarterHutchings, LLC
CarterHutchings, LLC
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950 N. Washington St.
Alexandria, VA 22314
Work Phone: (571) 357-3199(571) 357-3199
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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1920 Ballenger Ave
Alexandria, VA 22314
Work Phone: (703) 299-3260(703) 299-3260
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CliftonLarsonAllen LLP
CliftonLarsonAllen LLP
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901 North Glebe Road
Arlington, VA 22203
John LanganJohn Langan
Work Phone: (571) 227-9500(571) 227-9500
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Grobstein Teeple LLP
Grobstein Teeple LLP
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625 First Street
Alexandria, VA 22314
Brian LundeenBrian Lundeen
Work Phone: 202.869.4410202.869.4410
Member Since: 2018
Grobstein Teeple LLP is an accounting and business consulting firm with offices in the D.C. Metro Area and Los Angeles, Orange County, and Riverside, California.
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HeimLantz CPAs & Advisors, LLC
HeimLantz CPAs & Advisors, LLC
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1900 Duke Street
Alexandria, VA 22314
Paul AbbouPaul Abbou
Work Phone: (703) 299-6565(703) 299-6565
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John W. Crane, MBA, CLU, ChFC, RICP
John W. Crane, MBA, CLU, ChFC, RICP
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2000 Duke Street
Alexandria, VA 22314
John CraneJohn Crane
Work Phone: (703) 635-3300(703) 635-3300
Member Since: 2020
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Kearney & Company, P.C.
Kearney & Company, P.C.
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1701 Duke Street
Alexandria, VA 22314
Work Phone: (703) 931-5600(703) 931-5600
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Lumina Financial Consultants
Lumina Financial Consultants
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3213 Duke Street
Alexandria, VA 22314
Colette KolankoColette Kolanko
Work Phone: (202) 494-1144(202) 494-1144
Member Since: 2019
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McLaughlin Investments LLC
McLaughlin Investments LLC
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1421 Prince St.
Alexandria, VA 22314
Work Phone: 703.684.9222703.684.9222
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McLaughlin Ryder Investments, Inc.
McLaughlin Ryder Investments, Inc.
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1421 Prince Street
Alexandria, VA 22314
Shawn McLaughlinShawn McLaughlin
Work Phone: (703) 684-9222(703) 684-9222
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Monument Wealth Management
Monument Wealth Management
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1701 Duke St.
Alexandria, VA 22314
David ArmstrongDavid Armstrong
Work Phone: 703.504.9600703.504.9600
Member Since: 2018
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Morgan Price - Individual Member
Morgan Price - Individual Member
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201 N. Union Street
Alexandria, VA 22314
Work Phone: (703) 684-4753(703) 684-4753
Member Since: 2017
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Principal Financial Group - Garrett Ford
Principal Financial Group - Garrett Ford
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100 N. Pitt Street
Alexandria, VA 22314
Garrett FordGarrett Ford
Work Phone: (301) 493-0270(301) 493-0270
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Sandy Spring Bank
Sandy Spring Bank
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115 N. Washington Street
Alexandria, VA 22314
Chris AndersonChris Anderson
Work Phone: 703-319-9000703-319-9000
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State Department Federal Credit Union (SDFCU)
State Department Federal Credit Union (SDFCU)
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1630 King Street
Alexandria, VA 22314
Work Phone: 703-706-5000703-706-5000
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The Lifetime Companies
The Lifetime Companies
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617 North Paxton St.
Alexandria, VA 22304
Richard L. StoneRichard L. Stone
Work Phone: (301) 840-9669(301) 840-9669
Member Since: 2020
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U.S. Senate Federal Credit Union
U.S. Senate Federal Credit Union
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1310 Braddock Place
Alexandria, VA 22314
Work Phone: (571) 253-6362(571) 253-6362
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Verdence Capital Advisors
Verdence Capital Advisors
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44 Canal Center Plaza
Alexandria, VA 22314
Annie McCannAnnie McCann
Work Phone: 703 468-2716703 468-2716
Member Since: 2019
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Wealth Teacher, LLC
Wealth Teacher, LLC
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2204 N Pickett Street
Alexandria, VA 22314
Quincy GoffQuincy Goff
Work Phone: 70347320977034732097
Member Since: 2020
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Wesling Financial Planning Services Corp
Wesling Financial Planning Services Corp
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6621 Wakefield Drive
Alexandria, VA 22307
Tim WeslingTim Wesling
Work Phone: (703) 535-8280(703) 535-8280
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