Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


Bobby Harris, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Bobby Harris

Financial Advisor

Franchise Owner
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Douglas Paul

Client Service Manager


  • CRPC®
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Rukmini Classon

Financial Planning Specialist