Advisors at this firm
David T
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
David Trenner is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2012. D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan consulting. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Joseph D
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Joseph Dorazio is a CFP® and holds a Series 65 license with 23 years of experience in the financial industry. He has been with D’Orazio & Associates Inc since 2004 and currently works at D'Orazio Wealth Advisors, a team-based firm located in Falls Church, VA. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Bailey S
Series 65
Vienna, VA
D'Orazio Wealth Advisors
Bailey Schmitz is a financial advisor at D’Orazio Wealth Advisors with a Series 65 credential and three years of industry experience. Prior to joining the firm, Bailey held positions in mortgage and healthcare-related companies and has a background that includes fitness and service roles. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Jeremy M
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Jeremy Meek is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2014, where he is part of a six-advisor team based in Vienna, VA. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Benjamin C
CFA®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Benjamin Corson is a CFA® charterholder with 13 years of industry experience. He is currently with D’Orazio Wealth Advisors, where he has worked since 2023. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Andrew E
CFA®, Series 66
Vienna, VA
D'Orazio Wealth Advisors
Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.
Sebastian F
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Jennifer V
CFP®, Series 65
Vienna, VA
D'Orazio Wealth Advisors
Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.