Washington, D.C. Team

Fidelis Capital welcomes Washington, D.C. team, who advised on over $4.5B in client assets as Partners.

Washington D.C. Team

Meet the D.C. Team

CREDENTIALS

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Few advisors bring the breadth of resources Fidelis does in surrounding clients with a team of specialists, including:

6 CFA® Charterholders

7 Masters Degrees

2 Juris Doctors (J.D.)

2 CFP® Professionals

2 Certified Trust &
Fiduciary Advisors (CTFA)

1 Accredited Investment
Fiduciary® (AIF®)

2 Certified Private Wealth
Advisors® (CPWA®)

1 CPA, non-practicing

Washington D.C. Map

Washington, D.C.

Building Our Future Home
in Washington, D.C. at
The Parks at Walter Reed

Current Office:
7200 Wisconsin Ave, Suite 500
Bethesda, MD 20814

202.571.5807

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