A plan tailored for you For the goals you want to accomplish
Jamie M. Ingoe, CIMA®
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Portfolio Manager
301-718-5051
7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.