Alexandria, VA Diagonal Road Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

4

Of 728 advisors across 322 offices

Location

1800 Diagonal Road, Ste 480

Alexandria VA 22314

Advisors at this office

4

Advisors at this office

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Lakeisha H

CFP®, Series 66

Alexandria, VA

Edelman Financial Engines

Lakeisha Hill is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of her advisory role, she is the president of the Arlington Traditional School PTA and an author of a personal memoir titled *Breath of Grace: My life with sickle cell, God and Yoga*. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Isabel B

Series 66

Alexandria, VA

Edelman Financial Engines

Isabel Barrow is a Series 66-licensed financial advisor with Edelman Financial Engines, bringing 24 years of industry experience. She has worked with several affiliated firms including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of her advisory role, she holds a partnership interest in a family farm but has no active involvement in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Grant T

Series 65

Alexandria, VA

Edelman Financial Engines

Grant Thompson is a Series 65-licensed financial advisor at Edelman Financial Engines in Alexandria, VA, with two years of industry experience. His work history includes prior roles at Pure Performance and Financial Engines Advisors, L.L.C., as well as non-financial positions at Legum & Norman Realty Inc, Shenandoah University, and Brightview Landscapes. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including workplace retirement plans, planner-led wealth management, and online advice, combining proprietary modeling with planner oversight and emphasizing diversified portfolios and long-term investment strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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John M

Series 63, Series 66

Alexandria, VA

Edelman Financial Engines

John Mccafferty is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various affiliates of Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options and managing approximately $326 billion for roughly 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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