Amy Sturtevant

Senior Vice President - Financial Advisor, Consulting Group

202-661-9507
Email |

Edward Sturtevant

Financial Advisor

202-661-9506
Email |

Patty Davidson

Senior Investment Associate

202-661-9508

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Planning Consultant