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Beth Venit
Vice President at Burt Wealth Advisors
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Work Experience
Vice President
2015 - Present · 9 years and 11 months
Jan 2008 - Sep 2015 · 7 years and 8 months
Senior Registered Client Associate  Assistant Vice President
Jan 2010 - Sep 2015 · 5 years and 8 months
Branch Operations Manager - Assistant Vice President
Jan 2008 - Feb 2010 · 2 years and 1 months
Company Details
11-50 Employees
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.
Year Founded
1985
Social Media
Linkedin
Industry
Investment Management
HQ Location
6010 Executive Blvd Rockville, MD 20852, US
Keywords
Investment ManagementFinancial PlanningRetirement PlanningEstate PlanningTax PlanningEducation PlanningAsset AllocatioInvestment Research
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