HighTower Bethesda is a ten-person, multi-disciplinary team composed of five Fiduciary Financial Advisors and four Associates. With over 50 years of combined private wealth management experience, Stephen, Jeff and Evan have witnessed multiple economic crises, bubbles and recoveries. Additionally, Leah and Sarah respectively bring deep backgrounds in financial planning and business succession planning to the team.
Each advisor’s experiences, specialties and the talents of our supporting team members position HighTower Bethesda to help individuals, families, small business owners and institutions optimize their wealth to achieve their long-term objectives.
While our team has been honored with industry recognitions and awards for its financial acumen and wealth management success, excellence in client service is the hallmark of our practice. Our approach to wealth management involves developing deep, personal relationships with our clients to better understand their needs. We pride ourselves on our attention to detail and providing service that transcends wealth management and fosters client confidence in their financial lives.
We proudly serve the greater Washington, DC area including Bethesda, Potomac, Rockville and Chevy Chase.