11810 Grand Park Avenue
Whether it’s keeping up with trends or discussing shifts in the industry, our team at WBBethesda is always dedicated to providing sound financial advise.
Along the way, we like to have some fun and enjoy spending time with our clients. We do this by organizing informative and fun events. Take a look at these past events and join us next time!
Wednesday June 12th, 2019
Andrew and the team hosted our second event for our clients at Cooper's Hawk in Annapolis, MD. We had a fun-filled evening to celebrate two special partnerships: The close partnerships we share with our clients and the One Year anniversary as a team with Woodbury Financial.
Wednesday November 7th, 2018
As we recently transitioned over to Woodbury Financial, the team hosted a reception at our Pike & Rose office. We wanted to celebrate and to thank the collaboration and the relationships built over the years with our clients.
Partner, Financial Planner
Operations Support Specialist
Managing Partner, Financial Planner