Evermay Wealth Management, LLC
Address: 1776 Wilson Blvd #310, Arlington, VA 22209 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 822-5696: Website: : Place name: Category: : : : : Website: http://www.evermaywealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Evermay Wealth Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
Evermay Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Evermay Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Evermay Wealth Management, LLC Employees
Evermay Wealth Management, LLC April 2009 - Present
United Bank September 2003 - April 2009
Skills
Wealth Management, Investment Advisory
Education
Georgetown University 2005 — 2006
CFP
Texas Lutheran University 2000 — 2003
MRM//McCann July 2015 - Present
JK Design January 2015 - July 2015
Ferrara & Company January 2013 - November 2014
Ferrara & Company July 2012 - January 2013
Euro RSCG July 2010 - August 2012
R/GA April 2006 - September 2011
MRM Worldwide March 2010 - May 2010
Evermay Wealth Management, LLC August 2009 - December 2009
Logical Design Solutions August 2009 - November 2009
DiReggio Advertising November 2002 - January 2009
Skills
Writing, Editing, Advertising, Web Content, Copywriting, Marketing Communications, Integrated Marketing, Video, Email Marketing, Marketing, Facebook, Television, Editorial, Creative Direction, Newsletters, Digital Marketing, Direct Mail, Social Networking, Interactive Marketing, Digital Media, Brochures, Interactive Advertising, CRM, Social Media..., Creative Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Communications
Evermay Wealth Management, LLC February 2015 - Present
Evermay Wealth Management, LLC September 2013 - February 2015
Evermay Wealth Management, LLC September 2012 - September 2013
Corporate Executive Board July 2012 - September 2012
American University August 2011 - August 2012
Kogod School of Business February 2011 - May 2012
Kogod School of Business February 2011 - May 2012
Phu Gia Securities Corporation May 2011 - August 2011
VietAbroader Conference February 2011 - August 2011
Young & Rubicam May 2010 - August 2010
Skills
Leadership, Bloomberg Terminal, Fundraising, Financial Analysis, Microsoft Office, Bloomberg, Financial Modeling, Compliance, Strategy, Teamwork, Thomson One Banker, Valuation, Project Management, Competitive Analysis, Strategic Planning, Corporate Finance, Public Speaking, Investments, iRise, Entrepreneurship, Business Strategy, Business Analysis, Visio, Economics, Finance, Wealth Management, Requirements Analysis, Team Leadership, Management Consulting, ThomsonOne, Equity Research, Equity Valuation, Financial Statement..., Strategic Financial..., @Risk, Financial Markets, Advertising, CRM, Portfolio Management
Education
American University - Kogod School of Business 2012 — 2013
Alumni Audit Program
American University - Kogod School of Business 2010 — 2012
Bachelor of Science, Finance
Northern Virginia Community College 2008 — 2010
A.S, Business Administration
Evermay Wealth Management, LLC April 2009 - Present
United Bank September 2002 - April 2009
Skills
Wealth Management, Due Diligence, Financial Modeling, Hedge Funds, Strategic Financial..., Private Equity, Mutual Funds, Business Development, Valuation, Asset Management, Alternative Investments, Management, Asset Allocation, Investment Advisory, Portfolio Management, Management Consulting, Financial Analysis, Fixed Income, Series 63, Retirement Planning, Equities, Series 7, Corporate Finance, Investments, Investment Strategies, Financial Planning
Education
Hampden-Sydney College 1987 — 1991
BA, Economics
Greenville County Schools August 2011 - Present
National Writing Project July 2014 - June 2015
Chinese Culture and Education Center June 2013 - August 2013
Clemson University January 2011 - July 2011
Evermay Wealth Management, LLC August 2009 - July 2010
avVenta Worldwide January 2007 - August 2009
Skills
Research, Editing, Project Management, Public Speaking, Event Planning, Teaching, Nonprofits, Tutoring, Fundraising, Curriculum Design, Curriculum Development, Grant Writing, Community Outreach, Staff Development, Higher Education
Education
Clemson University 2014 — 2015
ESOL Add-On Certification Cohort, Teaching English as a Second or Foreign Language/ESL Language Instructor, K-12
Clemson University 2010 — 2011
M.Ed., Special Education
National Outdoor Leadership School 2006 — 2006
Backpacking, Leave No Trace
College of Charleston 2002 — 2006
Bachelor of Arts (B.A.), Elementary Education and Teaching
Evermay Wealth Management, LLC 2009 - Present
Ayrshire Associates 1990 - 2009
Davidge & Co. 1985 - 1990
Skills
CFA, Investment Advisory, Wealth Management, Financial Markets, Investment Strategies, Asset Allocation, Alternative Investments, Mutual Funds, Series 63, Investments, Morningstar, Financial Modeling, Global Macro, Financial Statement..., ETFs, Investment Management, Wealth Management..., Bonds, High Net Worth..., Equity Research, Fixed Income, Chartered Financial...
Education
American University
MBA, Finance
Virginia Tech
BA, Economics
FBR July 2014 - Present
Evermay Wealth Management, LLC June 2012 - July 2014
Evermay Wealth Management, LLC January 2012 - June 2012
Polycom June 2011 - August 2011
Skills
Investments, Equity Research, Financial Statement..., Financial Markets, Due Diligence, Investment Advisory, Wealth Management, DCF, Microsoft Word, Morningstar, Market Research, Asset Allocation, Alternative Investments, 401k
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of New South Wales 2011 — 2011
International Marketing