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John Yetman, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

John Yetman

Financial Advisor

Managing Director
The Capitol Bay Group
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

  • University of Maryland - College Park; B.S. in Accounting, 1981

Awards & recognition

  • Five Star Wealth Manager, 2015-2016, 2022-2023
  • The Capitol Bay Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Board of Advisors for The House - A Place for Youth
  • Board of Governors - Opportunities International
  • Cub Scouts of America

Interests

In my free time I enjoy spending time with my wife, Dina, my two sons, Jack and Jamie, and our dog, Lucy. Volunteering and giving back to the community is incredibly important to me. I am also a life-long learner and enjoy reading historical books and biographies. Finally, I am an avid golfer, traveler, and fan of Maryland athletics.