How did The Washingtonian put together this list of the area’s top financial experts?
We first surveyed hundreds of area financial professionals, asking them: Whom would you trust with your own money? We also did our own research. The experts listed here received the most recommendations.
No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the person is right for your needs.
These experts advise on and sell insurance. Most are independent agents who don’t sell just one insurance brand.
Key Credentials:
CFA: chartered financial analyst
CFM: certified financial manager
CFP: certified financial planner
CFS: certified fund specialist
ChFC: chartered financial consultant
CIC: chartered investment counselor
CIMA: certified investment-management analyst
CLU: chartered life underwriter
CPA: certified public accountant
JD: juris doctor (attorney)
PFS: personal financial specialist
THE LIST:
Diane Beatty; Reston
Keith Eig, CLU; Bethesda
Kenneth Fahmy, CFP, CLU, ChFC; Falls Church
Mitchell S. Freedman; Reston
Lawrence M. Gordon, CLU, ChFC; Columbia
Scott Greenberg, CLU; Bethesda
Vernon W. Holleman III; Chevy Chase
Gordon Kimpel, CLU, ChFC; Vienna
Alan L. Meltzer; Bethesda
Michael P. Mullen, CLU; Great Falls
Kim Natovitz, CLU; Bethesda
Grant B. Ottenstein; Rockville
Rob Robertory, CFP, CFA; Fairfax
Robert G. Silverman; Rockville
Ian D. Sumner; Simpsonville, Md.
Stuart Tauber; Rockville
David A. Wexler, CLU, ChFC; Bethesda
Stuart Youngentob, CLU; Bethesda
This list first appeared in the November 2010 issue of The Washingtonian.
Contributing to this article were Marisa M. Kashino, Mary Clare Glover, Zac Farber, Anna Spiegel, Luke Mullins, Mollie Reilly, Elliot Kort, Caitlin Fairchild, Sherri Dalphonse, Emily Leaman, Katie Glueck, Jason Koebler, Cindy Rich, Kate Nerenberg, Denise Kersten Wills, Jack Limpert, Garrett M. Graff, and Ken DeCell.
Sherri Dalphonse joined Washingtonian in 1986 as an editorial intern, and worked her way to the top of the masthead when she was named editor-in-chief in 2022. She oversees the magazine’s editorial staff, and guides the magazine’s stories and direction. She lives in DC.
