LB
Laura Barnett Cheplak
Chief Operating Officer at Glassman Wealth Services
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Work Experience
Chief Operating Officer
Jul 2021 - Present · 3 years and 5 months
Chief Operating Officer
Dec 2015 - Mar 2021 · 5 years and 3 months
Senior Director Of Operations
Oct 2014 - Nov 2015 · 1 years and 1 months
Company Details
At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change. First, and most importantly, we are a fiduciary which means that we put your interests first. Period. We sell no products, we have no quotas. Our relationship with you and your family is unbiased and dedicated solely to your best interests. Next, we put you at the center of what we do by designing our services to meet your needs. Whether you’re looking for investment strategies to help you meet your goals, or require more comprehensive financial planning, our deep experience and expertise are here to help you effectively manage your family’s wealth. We invite you to explore the difference through our Investment Management and Financial Planning services. Or Contact Us at 703-534-4444 to begin a conversation. Disclaimer: Reviews presented are considered testimonials of Glassman Wealth and were not solicited. Reviewers may be existing Glassman Wealth Clients, have not been compensated, nor received any direct or indirect benefit. Services and performance described may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of Glassman Wealth by any of its clients.
Year Founded
2009
Social Media
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Industry
Financial Services
HQ Location
8000 Towers Crescent Drive Suite 1450 Vienna, Virginia 22182, US
Keywords
Investment ManagementWealth ManagementFinancial PlanningTax PlanningEstate PlanningPhilanthropic PlanningInsurance Review
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