Washington, DC Office

James Smith is a CFP® credentialed financial advisor at Mission Wealth Management, LP with 12 years of industry experience. Prior to joining Mission Wealth in 2025, he worked at LPL Financial and Burke and Herbert Bank for five years each, among other firms. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term wealth management and financial planning strategies. The firm employs a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments, and offers discretionary account management along with specialized services such as cross-border planning and ERISA retirement plan fiduciary support.

Amanda Avila is a financial advisor at Mission Wealth Management, LP in Washington, DC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and various academic engagements at The George Washington University. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized, long-term wealth management through a variety of investment strategies and offers services including financial planning, portfolio management, and consulting.