Greater Bethesda: Banking

Greater Bethesda: Banking

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Wells Fargo Advisors
Wells Fargo Advisors
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7600 Wisconsin Avenue
Suite 900
Bethesda, MD 20814
Jon LindenbergJon Lindenberg
Work Phone: (301) 961-0141(301) 961-0141
Member Since: 1981
We specialize in financial planning and investment management for business owners, institutions, firm partners, individuals and families.
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SPC Financial, Inc.
SPC Financial, Inc.
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3202 Tower Oaks Boulevard
Suite 400
Rockville, MD 20852
Edward SellaEdward Sella
Work Phone: (301) 770-6800(301) 770-6800
Member Since: 2022
SPC Financial, Inc. provides wealth management and tax integration services.
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First Home Mortgage
First Home Mortgage
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9711 Washingtonian Boulevard
Suite 100
Gaithersburg, MD 20878
Matt CoxMatt Cox
Work Phone: (240) 678-5875(240) 678-5875
(240) 907-2877(240) 907-2877
Member Since: 2023
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SecureCFO, LLC
SecureCFO, LLC
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350 Fortune Terrace
Unit C
Potomac, MD 20854
Basil ZaffBasil Zaff
Work Phone: (240) 258-7110(240) 258-7110
Member Since: 2024
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Grossberg Company LLP
Grossberg Company LLP
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6500 Rock Spring Drive
Suite 200
Bethesda, MD 20817
Mylene Ortiz LuisMylene Ortiz Luis
Work Phone: (301) 571-1900(301) 571-1900
ACCOUNTANTS-CERTIFIED-PUBLIC
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Kirvan, Pierce, Sweeney Group Merrill Lynch
Kirvan, Pierce, Sweeney Group Merrill Lynch
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1800 K Street NW
Suite 800
Washington, DC 20006
Kelly Foley CFP® Kelly Foley CFP®
Work Phone: (202) 659-6137(202) 659-6137
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Burt Wealth Advisors
Burt Wealth Advisors
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6116 Executive Boulevard
Suite 500
North Bethesda, MD 20852
Maria CorneliusMaria Cornelius
Work Phone: (301) 770-9880(301) 770-9880
FINANCIAL PLANNING AND INVESTMENT SERVICES
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John Marshall Bank
John Marshall Bank
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11 North Washington Street
Suite 100
Rockville, MD 20850
Tina TownsendTina Townsend
Work Phone: (202) 735-2193(202) 735-2193
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Sandy Spring Trust
Sandy Spring Trust
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7550 Wisconsin Avenue
Suite 200
Bethesda, MD 20814
Barbara MulitzBarbara Mulitz
Work Phone: (301) 570-8321(301) 570-8321
FINANCIAL PLANNING AND INVESTMENT SERVICES
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EagleBank
EagleBank
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5480 Wisconsin Avenue
Chevy Chase, MD 20815
Francisco BenitezFrancisco Benitez
Work Phone: (301) 280-6800(301) 280-6800
FINANCIAL INSTITUTIONS
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Potomac Wealth Advisors, LLC
Potomac Wealth Advisors, LLC
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15245 Shady Grove Road
Suite 410
Rockville, MD 20850
Mark AvalloneMark Avallone
Work Phone: (301) 279-2221(301) 279-2221
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Coastal Lending Group, LLC
Coastal Lending Group, LLC
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22 West Padonia Road
C-145
Timonium, MD 21093
Alex LiebAlex Lieb
Work Phone: (301) 233-0125(301) 233-0125
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Snyder Cohn, PC
Snyder Cohn, PC
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11200 Rockville Pike
Suite 415
North Bethesda, MD 20852
Lili SargsyanLili Sargsyan
Work Phone: (301) 652-6700(301) 652-6700
ACCOUNTANTS-CERTIFIED-PUBLIC
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Sandy Spring Bank
Sandy Spring Bank
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7550 Wisconsin Avenue
Bethesda, MD 20814
Tyree HubbardTyree Hubbard
Work Phone: (301) 774-6400(301) 774-6400
FINANCIAL INSTITUTIONS
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M&T Bank-Olney
M&T Bank-Olney
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3221 Spartan Road
Olney, MD 20832
Dushanti PeirisDushanti Peiris
Work Phone: (301) 260-8234(301) 260-8234
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Weaver
Weaver
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6720-A Rockledge Drive
Suite 510
Bethesda, MD 20817
Angela JuvelisAngela Juvelis
Work Phone: (240) 200-1426(240) 200-1426
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McKay Mortgage
McKay Mortgage
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7272 Wisconsin Avenue
9th Floor
Bethesda, MD 20814
Brendan McKayBrendan McKay
Work Phone: (301) 520-5677(301) 520-5677
MORTGAGE LOANS AND BANKERS
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Chevy Chase Trust
Chevy Chase Trust
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7501 Wisconsin Avenue
1500W
Bethesda, MD 20814
Stacy MurchisonStacy Murchison
Work Phone: (240) 497-542(240) 497-542
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Burke & Herbert Bank
Burke & Herbert Bank
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7815 Woodmont Avenue
Bethesda, MD 20814
Michael SolomonMichael Solomon
Work Phone: (301) 980-8718(301) 980-8718
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Raymond James & Associates
Raymond James & Associates
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1717 Pennsylvania Avenue NW
Suite 1050
Washington, DC 20006-3947
Yapheth NorrisYapheth Norris
Work Phone: (202) 872-5917(202) 872-5917
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Capital Bank, N.A.
Capital Bank, N.A.
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2275 Research Blouevard
#600
Rockville, MD 20850
David WestDavid West
Work Phone: (240) 778-4882(240) 778-4882
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Equity Planning , Inc.
Equity Planning , Inc.
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7910 Woodmont Avenue
Suite 900
Bethesda, MD 20814
Marc SchlieferMarc Schliefer
Work Phone: (301) 652-8702(301) 652-8702
FINANCIAL PLANNING AND INVESTMENT SERVICES
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TritonPoint Wealth
TritonPoint Wealth
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4445 Willard Avenue
Suite 600
Chevy Chase, MD 20815
Peter HalbrookPeter Halbrook
Work Phone: (301) 799-9001(301) 799-9001
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TD Bank
TD Bank
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8101 Wisconsin Avenue
Bethesda, MD 20814
Sarah HarwellSarah Harwell
Work Phone: (240) 541-4187(240) 541-4187
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Mass Mutual Greater Washington
Mass Mutual Greater Washington
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530 Gaither Road
Suite 350
Rockville, MD 21770
Ruby HillRuby Hill
Work Phone: (301) 355-5862(301) 355-5862
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Dembo Jones, P.C.
Dembo Jones, P.C.
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6116 Executive Boulevard
Suite 500
North Bethesda, MD 20852
Nancy GuerraNancy Guerra
Work Phone: (301) 770-5100(301) 770-5100
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Eastwood Management, LLC
Eastwood Management, LLC
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8101 Connecticut Avenue
S-700
Chevy Chase, MD 20815
Michael FlynnMichael Flynn
Work Phone: (301) 758-1576(301) 758-1576
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RBC Wealth Management, Melanie Folstad
RBC Wealth Management, Melanie Folstad
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5425 Wisconsin Avenue
Suite 301
Chevy Chase, MD 20815
Melanie FolstadMelanie Folstad
Work Phone: (301) 907-2729(301) 907-2729
FINANCIAL CONSULTANTS AND SERVICES
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Mass Mutual, Joshua Block
Mass Mutual, Joshua Block
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7905 Paloma Court
Bethesda, MD 20817
Joshua BlockJoshua Block
Work Phone: (301) 235-1895(301) 235-1895
Providing financial services for young families, businesses.  Primary focus lies within life and disability insurance as well as long term care and voluntary group benefits.  
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The Harbor Bank of Maryland
The Harbor Bank of Maryland
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25 West Fayette Street
Baltimore, MD 21201
Jerry SanfordJerry Sanford
Work Phone: (410) 528-1800(410) 528-1800
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Mirror Accounting Services
Mirror Accounting Services
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10770 Columbia Pike
Suite 300
Silver Spring, MD 20901
Jason WilliamsJason Williams
Work Phone: (301) 355-9884(301) 355-9884
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Antokas CPA PLLC
Antokas CPA PLLC
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3446 Connecticut Avenue NW
Washington, DC 20008
Elliot Antokas, CPAElliot Antokas, CPA
Work Phone: (908) 477-4522(908) 477-4522
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National Institutes of Health Federal Credit Union
National Institutes of Health Federal Credit Union
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111 Rockville Pike
Suite 500
Rockville, MD 20850
Susan BahriSusan Bahri
Work Phone: (800) 877-6440(800) 877-6440
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Behnam and Associates, Ameriprise Financial Services, Inc.
Behnam and Associates, Ameriprise Financial Services, Inc.
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6010 Executive Boulevard
Suite 1000
Rockville, MD 20852
Anna BehnamAnna Behnam
Work Phone: (301) 284-8800(301) 284-8800
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Sullivan & Company, CPAs
Sullivan & Company, CPAs
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4709 Montgomery Lane
Bethesda, MD 20814
Paul SullivanPaul Sullivan
Work Phone: (301) 657-8080(301) 657-8080
ACCOUNTANTS-CERTIFIED-PUBLIC
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Brown | Miller Wealth Management, LLC
Brown | Miller Wealth Management, LLC
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8280 Greensboro Drive
Suite 220
McLean, VA 22102
Christopher W. BrownChristopher W. Brown
Work Phone: (703) 775-4440(703) 775-4440
(888) 670-7790(888) 670-7790
FINANCIAL PLANNING AND INVESTMENT SERVICES
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National Capital Bank
National Capital Bank
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316 Pennsylvania Avenue, SE
Washington, DC 20003
Ryan W McKinleyRyan W McKinley
Work Phone: (202) 851-4462(202) 851-4462
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Lumix CPAs and Advisors
Lumix CPAs and Advisors
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8401 Connecticut Avenue
Suite 1202
Chevy Chase, MD 20815
Maribel TorresMaribel Torres
Work Phone: (240) 395-4500(240) 395-4500
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United Bank
United Bank
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7845 Wisconsin Avenue
Bethesda, MD 20814
Steve JonesSteve Jones
Work Phone: (301) 654-2757(301) 654-2757
FINANCIAL INSTITUTIONS
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King Tide Advisors
King Tide Advisors
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5901 Melvern Drive
Bethesda, MD 20817
Young Park CFP®, CPCUYoung Park CFP®, CPCU
Work Phone: (808) 469-6265(808) 469-6265
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Councilor, Buchanan & Mitchell, P.C. (CBM), CPAs & Business Advisors
Councilor, Buchanan & Mitchell, P.C. (CBM), CPAs & Business Advisors
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7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814
Dan WeaverDan Weaver
Work Phone: (301) 986-0600(301) 986-0600
ACCOUNTANTS-CERTIFIED-PUBLIC
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New York Life
New York Life
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6905 Rockledge Drive
Suite 900
Bethesda , MD 20817
Neil TimmonsNeil Timmons
Work Phone: (301) 214-6600(301) 214-6600
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Withum
Withum
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4600 East-West Highway
Suite 900
Bethesda, MD 20814
Aaron SlaughterAaron Slaughter
Work Phone: (301) 272-6000(301) 272-6000
ACCOUNTANTS-CERTIFIED-PUBLIC
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Capital Business Collective
Capital Business Collective
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4800 Auburn Avenue
#1412
Bethesda, MD 20814
Michael CatudalMichael Catudal
Work Phone: (603) 344-4733(603) 344-4733
Boutique Investment Bank and Private Equity Advisory primarily active in the legal cannabis space throughout the US, Canada, Europe, and Australia. We also work with startups and small businesses across all industries who are uniquely positioned to bene
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M&T Bank
M&T Bank
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77 Upper Rock Circle
Suite 800
Rockville, MD 20850
Jenny MihailidisJenny Mihailidis
Work Phone: (240) 632-7873(240) 632-7873
FINANCIAL INSTITUTIONS
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Brandon White - Northwestern Mutual
Brandon White - Northwestern Mutual
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2001 Pennsylvania Ave NW
10th Floor
Washington DC, DC 20006
Brandon WhiteBrandon White
Work Phone: (301) 741-5650(301) 741-5650
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Founders Bank
Founders Bank
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5225 Wisconsin Avenue NW
Washington, DC 20015
Colin DuffyColin Duffy
Work Phone: (202) 617-1610(202) 617-1610
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EagleBank
EagleBank
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7830 Old Georgetown Road
Bethesda, MD 20814
Craig SmallCraig Small
Work Phone: (240) 406-1836(240) 406-1836
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Calibre CPA Group PLLC
Calibre CPA Group PLLC
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7501 Wisconsin Avenue
Suite 1200 W
Bethesda, MD 20814
Bill BallBill Ball
Work Phone: (202) 331-9880(202) 331-9880
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Lafayette Federal Credit Union
Lafayette Federal Credit Union
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2701 Tower Oak Boulevard
Rockville, MD 20852
Henry MolinaHenry Molina
Work Phone: (301) 929-7990(301) 929-7990
FINANCIAL INSTITUTIONS
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AFS 401(k) Retirement Services
AFS 401(k) Retirement Services
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7700 Old Georgetown Road
Suite 630
Bethesda, MD 20814
Alexander Assaley, III AIF®Alexander Assaley, III AIF®
Work Phone: (301) 961-8401(301) 961-8401
FINANCIAL PLANNING AND INVESTMENT SERVICES
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First National Bank
First National Bank
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7475 Wisconsin Avenue
Suite 100
Bethesda, MD 20814
Narisha SookdeoNarisha Sookdeo
Work Phone: (301) 298-7081(301) 298-7081
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RBC Wealth Management - Jerry Truman
RBC Wealth Management - Jerry Truman
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5425 Wisconsin Avenue
Suite 301
Chevy Chase, MD 20815
Jerry TrumanJerry Truman
Work Phone: (301) 455-5861(301) 455-5861
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EagleBank
EagleBank
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7830 Old Georgetown Road
Suite 200
Bethesda, MD 20814
Craig SmallCraig Small
Work Phone: (240) 406-1836(240) 406-1836
FINANCIAL INSTITUTIONS
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Flynn Abell Nixon LLC
Flynn Abell Nixon LLC
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7979 Old Georgetown Road
Suite 550
Bethesda, MD 20814
Patrick FlynnPatrick Flynn
Work Phone: (301) 951-1019(301) 951-1019
ACCOUNTANTS-CERTIFIED-PUBLIC
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Ryan & Wetmore, PC
Ryan & Wetmore, PC
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3 Bethesda Metro Center
Suite 320
Bethesda, MD 20814
Peter RyanPeter Ryan
Work Phone: (301) 585-0506(301) 585-0506
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M&T Bank - One Bethesda
M&T Bank - One Bethesda
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4800 Hampden Lane
Bethesda, MD 20814
Theresa RamsaroopTheresa Ramsaroop
Work Phone: (301) 656-2412(301) 656-2412
FINANCIAL INSTITUTIONS
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Rebalance
Rebalance
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4800 Hampden Lane
Suite 200
Bethesda, MD 20814
Scott PuritzScott Puritz
Work Phone: (202) 256-3938(202) 256-3938
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First Home Mortgage
First Home Mortgage
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7910 Woodmont Avenue
Suite 1330
Bethesda, MD 20814
Rob MercerRob Mercer
Work Phone: (240) 479-2302(240) 479-2302
FINANCIAL INSTITUTION
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Pinnacle Financial Partners
Pinnacle Financial Partners
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7270 Wisconsin Avenue
Bethesda, MD 20814
Rosalinda TouchRosalinda Touch
Work Phone: (703) 546-6303(703) 546-6303
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