Evermay Wealth Management, LLC

Description

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

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Evermay Wealth Management, LLC Employees

Employee
Years
Job
Industry
Biljana McKinley Biljana McKinley Washington D.C. Metro Area Details
Biljana McKinley's Evermay Wealth Management, LLC Experience April 2009 - Present
Job Wealth Advisor & CoFounder
Industry Financial Services
Experience
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

Suzanne Pisano Suzanne Pisano Greater New York City Area Details
Suzanne Pisano's Evermay Wealth Management, LLC Experience August 2009 - December 2009
Job Freelance Senior Copywriter at MRM//McCann
Industry Marketing and Advertising
Experience
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

Anh Lam Anh Lam Washington D.C. Metro Area Details
Anh Lam's Evermay Wealth Management, LLC Experience February 2015 - Present
Job Client Services and Compliance Analyst at Evermay Wealth Management, LLC
Industry Financial Services
Experience
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

William Pitt William Pitt Washington D.C. Metro Area Details
William Pitt's Evermay Wealth Management, LLC Experience April 2009 - Present
Job President & CoFounder Evermay Wealth Management, LLC
Industry Investment Management
Experience
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

Cara McFarlane Cara McFarlane Greenville, South Carolina Area Details
Cara McFarlane's Evermay Wealth Management, LLC Experience August 2009 - July 2010
Job Educational Support Teacher of Learning & Emotionally Disabled Students
Industry Education Management
Experience
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

Elizabeth S. Larson, CFA Elizabeth S. Larson, CFA Washington, District Of Columbia Details
Elizabeth S. Larson, CFA's Evermay Wealth Management, LLC Experience 2009 - Present
Job Principal and Investment Advisor at Evermay Wealth Management, LLC
Industry Investment Management
Experience
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

Alex Combs Alex Combs Washington, District Of Columbia Details
Alex Combs's Evermay Wealth Management, LLC Experience June 2012 - July 2014
Job Equity Research Associate at FBR
Industry Financial Services
Experience
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