Experience

Bogart Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Associate

  • Feb 2018 - Present

  Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams - not just your “risk profile” - and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution. Our services include Retirement Planning, Investment Management, Tax Planning & Tax Strategizing, Tax Preparation, Roth Conversion Analysis, Cash Flow Planning, Estate Planning, Multi-Generational Planning, Social Security Optimization, Pension Lump Sum vs. Annuity Analysis, Specialized NUA Analysis, and more. As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest. Working with Bogart Wealth means only paying for expert guidance - no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Learn more at www.bogartwealth.com Show less



Kiewit Cove Point Project

• Executive Assistant



Chevron Phillips Chemical Company

• United States
• Chemical Manufacturing
• 700 & Above Employee

• Receptionist/ Business Service Administrator

  • Feb 2017 - Feb 2018