Reston, VA Freedom Drive Office

Team
Updated today

Client AUM

$114,113,897,417

Clients

24,945

Advisors

4

Of 737 advisors across 93 offices

Location

11921 Freedom Drive, Suite 410

Reston VA 20190

Advisors at this office

4

Advisors at this office

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Kelly M

CFP®

Reston, VA

Cerity partners LLC

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. She has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. Mc Nerney serves as chair of the board for the Financial Planning Association - National Capital Area. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, overseeing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Jenevieve L

Series 66, Series 63

Reston, VA

Cerity partners LLC

Jenevieve Lenz is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is involved with Lenz4Women, a separate business activity. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, with access to alternative investments and affiliated consulting and insurance services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Andrejs P

CFP®, Series 66

Reston, VA

Cerity partners LLC

Andrejs Pilajevs is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Creative Planning, LLC, Cetera Advisor Networks, and VLP Financial Advisors, Inc. He holds a Series 66 license and has worked in both financial services and automotive industries. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments, utilizing a combination of proprietary quantitative tools and third-party managers.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Samuel E

Series 65

Reston, VA

Cerity partners LLC

Samuel Escorcia is a financial advisor with Cerity Partners LLC and holds a Series 65 license. He has been in the industry since 2025, with prior experience at Verum Partners and a background in education through roles at Virginia Tech and local schools. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offers private-market investment options, and maintains affiliated practices in retirement consulting, insurance, and venture investing.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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