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David M
CFP®, Series 66
Tysons, VA
Variant Private Wealth LLC
David Morgante is a CFP® and Series 66 licensed financial advisor with 23 years of experience. He has worked at Variant Private Wealth LLC since 2017 and previously spent 13 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Morgante owns and operates an income tax preparation business. Variant Private Wealth provides fee-based financial planning and individualized investment management to a range of clients, including individuals, families, trusts, and organizations. The firm combines fundamental and technical analysis to tailor investment strategies based on client-specific financial plans.
George C
CFP®, Series 65
Tysons, VA
Variant Private Wealth LLC
George Clark is a CFP® and holds a Series 65 license, with two years of experience in the financial industry. He is currently an advisor at Variant Private Wealth LLC and has prior experience at LII Wealth Management. Outside of his advisory role, Clark has worked at Bull Run Golf Club and held positions at Virginia Tech and Home Depot. Variant Private Wealth LLC provides fee-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and corporations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program, using client-specific financial plans and tailored asset-allocation strategies.
Alexander T
Series 65
Tysons, VA
Variant Private Wealth LLC
Alexander Tagliareni is a financial advisor at Variant Private Wealth LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in hospitality and education before joining the firm. Variant Private Wealth provides fee-based comprehensive and goal-based financial planning and individualized investment management to a range of clients including individuals, families, trusts, and charitable organizations. The firm offers consolidated reporting for multi-custodian relationships and sponsors a wrap-fee program with portfolio management tailored to client-specific financial plans and asset allocation guidelines.
Tyler H
CFP®, Series 65
Tysons, VA
Variant Private Wealth LLC
Tyler Harper is a CFP® with two years of industry experience, currently serving as a financial advisor at Variant Private Wealth LLC. Before joining Variant, he worked at Valeo Financial Advisors LLC and Precision for Medicine. Outside of finance, he has experience in secondary education and worked at Manhattan Pizza. Variant Private Wealth provides fee-based financial planning and individualized investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm builds investment recommendations from client-specific financial plans using fundamental and technical analysis, and manages wrapped accounts through its sponsored wrap-fee program.
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