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Team

At Washington Equities firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Susan Brown

President

(703) 536-5599

(703) 536-2052

Susan@washeq.com

As the founder of Washington Equity, Susan's primary focus is developing holistic wealth management strategies for high net worth clients. Drawing on her broad experience and the resources of her broker/dealer, Cetera Advisors LLC, she...

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Trey Ryan

Operations Manager

(703) 536-5599

(703) 536-2052

trey@washeq.com