Marching in like a Lion…

If the forecasters are (finally) accurate, the first half of the old idiom “March Comes in Like a Lion and Out like a Lamb” will hold true: as this blog post goes to press (or is “pushed live”, as we say in the Digital Age), the Washington, DC and Baltimore metro areas are facing 3″-12″ of snow.

Indeed, March is starting out with a roar and so, too, will we here at EagleStone Wealth Advisors with two big announcements. So grab your hot beverage of choice, cozy up on the couch, and read on as the snow falls down on what hopefully will be the last cold spell before the warmer April showers fall upon us:

Congratulations Joe Kantakevich
We are very happy to announce that our very own Financial Advisor, Joe Kantakevich, has passed the CFP® Certification Exam and is now a CERTIFIED FINANCIAL PLANNER™ Professional. This distinguished certification means that Joe has completed extensive training and experience requirements and is held to rigorous ethical standards. What this means for you, our client, is that Joe understands the complexities of a changing financial climate, thus enabling him to bring all of the pieces of your financial life together in a coherent and comprehensive manner, while making informed recommendations that are in your best interest. Moreover, Joe’s accomplishment adds to a team of professionals within our organization who have attained distinguished merits in their areas of expertise:Our President and CEO, Jim Warring, is a CFP®, CPA, & PFS; our COO, Tarun Mehtahas a JD and MBA; and our Director of Marketing, Megan Molloy has an MBA. Our goal is to build a team who have the highest of qualifications necessary to provide our clients with the knowledge and tools needed to guide them in their financial decisions.

We congratulate Joe on this fantastic accomplishment! You too, can congratulate Joe or contact him with any questions by clicking here.

Welcome Larry Vignali, Director of Business Development
Larry Vignali brings 20 years of personal and institutional investment experience in the Washington DC area. His clients have included high net worth individuals,family offices as well corporate and non profit institutions.

Prior to joining the firm he was at PNC Bank where he was responsible for institutional sales focusing on investment management, defined contribution, and escrow services. As a partner with the Vincere Group he served as a senior business development advisor developing strategies and raising capital for hedge funds and investment banks. Larry was previously a regional sales manager with BB&T where he helped start its first trust and wealth management initiative and worked on the creation of its first alternative investment platform.

While at Mercantile Bank he was involved in the expansion of their trust sales and alternative investment program effort in the greater Washington area. He received his BBA from Gettysburg College. Larry is married with two children and resides in Alexandria, VA.

We are excited to have Larry join our team!  Welcome Larry or introduce yourself by clicking here.

Thank you for taking the time to read our message. If you haven’t already, please find us on Facebook to engage with us and hear the latest news and updates.

Stay safe, dry and warm!
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014


Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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