Rockville, MD Wootton Parkway Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

4

Of 140 advisors across 67 offices

Location

1101 Wootton Parkway, Suite 980

Rockville MD 20852

Advisors at this office

4

Advisors at this office

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Dawn W

CFP®, Series 65

Rockville, MD

Apollon Wealth Management, LLC

Dawn Wright is a CFP® and Series 65-licensed advisor at Apollon Wealth Management, LLC with four years of industry experience. She previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of advisory work, she is involved in insurance planning through CIC Risk and manages a farming property. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed office strategies, employing fundamental analysis, tactical allocations, ESG risk-based models, and tax management tools across a broad network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Daniel P

Series 63, Series 65

Rockville, MD

Apollon Wealth Management, LLC

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at CIC Wealth, LLC, Securian Financial Group, and Cadaret Grant. Outside of his advisory role, he is involved in offering group benefits to business owners through a separate business activity. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed investment strategies with local portfolio oversight and employs a range of fundamental, tactical, and tax-aware approaches, while also sponsoring private funds and providing consulting services to other RIAs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Austin P

Series 66, Series 65

Rockville, MD

Apollon Wealth Management, LLC

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked for CIC Wealth, LLC and the U.S. Department of Defense. Outside of his advisory role, he is involved in insurance sales as an agent. Apollon Wealth Management serves individuals, families, businesses, and institutional clients, offering investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm combines centrally managed model strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, and tax management tools, and supports a diverse client base through its extensive network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Richard S

CFP®, Series 63, Series 65

Rockville, MD

Apollon Wealth Management, LLC

Richard Sebastian is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His prior roles include positions at CIC Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Commonwealth Financial Network, and Mcadam, LLC. In addition to advisory work, he provides fixed insurance sales and recommendations to clients. Apollon Wealth Management serves a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio decision-making and employs both fundamental and tactical investment approaches, integrating tax-aware tools and engaging independent sub-managers when appropriate.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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