Experience

West Financial Services, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jan 1983 - Present

  1355 Beverly Road, Suite 250, McLean Virginia 22101 Since our inception in 1982, West Financial Services has committed itself to quality, discipline and personal Service. We take a conservative approach to building and protecting our clients' wealth and prosperity through customized investment portfolios, financial education, personal attention and honest communication. West Financial Services provides financial services on a fee-only basis, acting as a fiduciary for our clients. We understand that clients select and stay with our firm… Show more Since our inception in 1982, West Financial Services has committed itself to quality, discipline and personal Service. We take a conservative approach to building and protecting our clients' wealth and prosperity through customized investment portfolios, financial education, personal attention and honest communication. West Financial Services provides financial services on a fee-only basis, acting as a fiduciary for our clients. We understand that clients select and stay with our firm because of who we are, what we do and how we do it. Show less



Sandy Spring Bank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President

  • Oct 2005 - Present