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Nicholas C

Series 65

Bethesda, MD

Hightower Advisors

Nicholas Cipollone is a financial advisor at Hightower Advisors with the Series 65 designation and two years of industry experience. He has worked at several firms, including Stout Risius Ross and Vallit Advisors, prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Morgan S

CFP®

Bethesda, MD

Hightower Advisors

Morgan Sarraf is a CFP® professional with six years at Hightower Advisors and nine years with Closet Stretchers, totaling 15 years of industry experience. He is based in Bethesda, MD. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes affiliated and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jacqueline L

Series 66

Bethesda, MD

Hightower Advisors

Jacqueline Lonnerdal is a financial advisor at Hightower Advisors with 15 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2011. She also serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of portfolio construction strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Leah J

CFP®, Series 63, Series 65

Bethesda, MD

Hightower Advisors

Leah Jones is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Hightower Advisors since 2015. She holds Series 63 and Series 65 licenses and is based in Bethesda, MD. Outside of her advisory role, she owns a small rental property in Chicago. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and retirement plans. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jeffrey L

Series 63, Series 65

Bethesda, MD

Hightower Advisors

Jeffrey Leventhal is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at UBS Financial Services and Merrill prior to joining Hightower in 2011. Outside of advising, he serves as a director for GJS, LLC, a company providing custodial care to the elderly, and participates on the advisory board for an investment education club for Maryland football players. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, providing access to both affiliated and third-party managers through a comprehensive platform that includes discretionary portfolio management and financial planning.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Deborah E

Series 66

Bethesda, MD

Hightower Advisors

Deborah Engle is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Outside of her advisory work, she is involved in graphic design and event management through Finishing Touches Events and also engages in digital album designing and photo retouching with Clay and Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Erick R

Series 66

Bethesda, MD

Hightower Advisors

Erick Roshelli is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 11 years before joining Hightower in 2019. Outside of advisory activities, he has an ownership interest in a rental property. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction that integrates mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Evan N

Series 63, Series 65

Bethesda, MD

Hightower Advisors

Evan Nowack is a financial advisor at Hightower Advisors with 29 years of industry experience. He has held positions at Hightower Securities, LLC and Hightower Advisors since 2011. He holds the Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Victoria H

Series 65, Series 63

Bethesda, MD

Hightower Advisors

Victoria Harrell is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Savant Wealth Management, Yeske Buie, RBC Capital Markets, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Stephen R

Series 63, Series 66

Bethesda, MD

Hightower Advisors

Stephen Rosen is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors and Hightower Securities since 2013. His prior experience includes roles at Morgan Stanley and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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