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Contact Info

1.800.356.5585
1.703.406.8441

Hours of Operation

Mon – Fri | 8:30 AM – 5:30 PM (EST)
Our Advisors understand the global nature of our clients and will gladly be available to our clients overseas outside of US business hours.

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Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

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Email

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Contact:

James T. Barnette, Jr., Certified Financial Planner

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Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Email

This field is for validation purposes and should be left unchanged.

Contact:

James T. Barnette, Jr., Certified Financial Planner

First Name(Required)

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What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Email

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Contact:

Fawzi Beidas, Financial Representative

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Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

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Email

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Contact:

Julia Simmons, Financial Representative

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Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

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Comments

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Contact:

Lone Bjork, Wealth Manager Assistant

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Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Comments

This field is for validation purposes and should be left unchanged.

Contact:

Julia Simmons, Financial Representative

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Comments

This field is for validation purposes and should be left unchanged.

Contact:

James T. Barnette, Jr, Financial Advisor

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Phone

This field is for validation purposes and should be left unchanged.

Contact:

Nathan Addo, CERTIFIED FINANCIAL PLANNER™

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What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Name

This field is for validation purposes and should be left unchanged.

Contact:

James T. Barnette, Jr., Certified Financial Planner

First Name(Required)

Last Name(Required)

Email(Required)

Phone

State(Required)

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Email

This field is for validation purposes and should be left unchanged.

Contact:

James T. Barnette, Jr., Certified Financial Planner

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Email

This field is for validation purposes and should be left unchanged.

Contact:

Fawzi Beidas, Financial Representative

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Email

This field is for validation purposes and should be left unchanged.

Contact:

Julia Simmons, Financial Representative

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Comments

This field is for validation purposes and should be left unchanged.

Contact:

Lone Bjork, Wealth Manager Assistant

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Comments

This field is for validation purposes and should be left unchanged.

Contact:

Julia Simmons, Financial Representative

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Comments

This field is for validation purposes and should be left unchanged.

Contact:

James T. Barnette, Jr, Financial Advisor

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Phone

This field is for validation purposes and should be left unchanged.

Contact:

Nathan Addo, CERTIFIED FINANCIAL PLANNER™

First Name(Required)

Last Name(Required)

Email(Required)

Phone

What are you Interested in?(Required)

Educational Planning

Estate Planning

Group Retirement Plans

Institutional and Foundation Asset Management

Investment Planning

Retirement and Longevity Planning

Risk Management and Insurance Planning

Tax Planning

Messages(Required)

Name

This field is for validation purposes and should be left unchanged.