Years of Experience
5-20+ Years
CHEVY CHASE, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Andrea Dykes is a financial advisor registered with TLG Advisors, Inc. Andrea has been in the industry since December 17, 2004. Andrea is registered to provide investment advisory services in California, District of Columbia, Florida, Maryland, New Jersey, North Carolina, and Virginia. Andrea is also registered as a Registered Representative with FINRA. Andrea specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS
CHEVY CHASE, MD
44 Years Experience
0 Disclosures
ADVISOR BIO
Ann Marie Elizabeth Etergino is a financial advisor at RBC Capital Markets, LLC. Ann has over 40 years of experience in the financial services industry. She is licensed to provide securities and investment advisory services in several states. Ann works with individuals, families, and businesses to help them achieve their financial goals.
SPECIALIZATIONS
CHEVY CHASE, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Anne Marie Guevarra is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Anne Marie has been in the industry since June of 2011 and has held licenses in Maryland. Her registrations allow her to offer securities and investment advisory services. Anne Marie has experience with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. She is an experienced advisor who provides a variety of financial services including investment management, financial planning, and performance measurement reports. Anne Marie is dedicated to providing personalized financial advice that meets the needs of her clients.
SPECIALIZATIONS
CHEVY CHASE, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Anson Marcotte is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with a focus on helping clients with financial planning, portfolio management, and retirement planning. Anson has been working in the financial services industry for over 7 years and has earned the Series 7, Series 66, and SIE licenses. Anson holds a Series 66 license and is registered in Maryland. Anson has experience working with individuals, high-net-worth individuals, corporations, and institutions.
SPECIALIZATIONS
CHEVY CHASE, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Atricia Jernell Roberts is a financial advisor with over 17 years of experience in the financial services industry. Atricia is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC. Atricia has a wide range of experience in financial planning, portfolio management, and client service. Atricia specializes in working with high-net-worth individuals, families, and businesses. Atricia is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
CHEVY CHASE, MD
26 Years Experience
1 Disclosures
ADVISOR BIO
Aydin Omer Tuncer is a financial advisor with Raymond James & Associates, Inc., in Chevy Chase, MD. Aydin has been working in the financial industry since January 1999. Aydin is licensed to provide investment advisory services in Maryland and Texas.
SPECIALIZATIONS
CHEVY CHASE, MD
0 Disclosures
ADVISOR BIO
Barathi Aravindan is an Investment Advisor Representative at TritonPoint Wealth, LLC. Barathi is a Series 65 licensed advisor with experience in financial planning and portfolio management. Barathi has worked in the financial services industry since 2022 and has been with TritonPoint Wealth, LLC since October 2023. TritonPoint Wealth, LLC specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
SPECIALIZATIONS
CHEVY CHASE, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Boriana Bakaltcheva is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Boriana has been in the industry since August 23, 2015. Boriana is currently registered in Maryland, Texas and Virginia. Boriana specializes in providing investment advice to individuals, corporations, and charitable organizations. Boriana also specializes in managing retirement plans and providing portfolio management services.
SPECIALIZATIONS
CHEVY CHASE, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Campbell M. Wright is a financial advisor registered with RBC Capital Markets, LLC. Campbell has been working in the financial industry since 2007. Campbell has a Series 7 and Series 66 license and has been registered in various states. Campbell is currently registered in Maryland and the District of Columbia. Campbell previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Campbell's current role is as a financial advisor at RBC Capital Markets, LLC. Campbell focuses on financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
CHEVY CHASE, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Candace Hedgepeth-kim is a financial advisor with over 15 years of experience in the financial services industry. Candace is registered with RBC Capital Markets, LLC, and has held previous positions at Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC. Candace is a Series 66, Series 7, and SIE licensed professional. Candace specializes in providing investment advice and financial planning services to high-net-worth individuals, corporations, and other businesses.
SPECIALIZATIONS