Rembert Pendleton Jackson

Tyler Morris is a financial advisor at Rembert Pendleton Jackson with a Series 65 designation and one year of industry experience. Prior to joining Rembert Pendleton Jackson, he worked at Clarendon Wealth Management and has an academic background from Virginia Polytechnic Institute and State University. Rembert Pendleton Jackson serves individual and institutional clients, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm uses diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts, including a notable institutional client base.

Newton Pendleton is a CFP® with 23 years of industry experience, currently serving as an advisor at Rembert Pendleton Jackson. He has worked at the firm and its predecessor entities since 1990. Rembert Pendleton Jackson serves a diverse client base including individual, high-net-worth, and institutional clients such as insurance companies, banks, governments, and a sovereign wealth fund. The firm provides investment management, financial planning, retirement plan consulting, and business consulting, employing diversified, customized portfolios guided by Modern Portfolio Theory.

Daniel Jackson is a CFP® with 11 years of industry experience, currently serving as an advisor at Rembert Pendleton Jackson. His career includes roles at New York Life Insurance Company and NYlife Securities LLC before joining Rembert Pendleton Jackson in 2017. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base that includes individual investors, high-net-worth clients, and various institutional entities. The firm employs diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Daniel Larrabee is a CFP® and Series 65-registered advisor at Rembert Pendleton Jackson with four years of industry experience. His prior roles include positions at Bogart Wealth and Financial 360, LLC. He also worked at Keswick Hall and Golf Club and was affiliated with Virginia Tech University. Rembert Pendleton Jackson serves individual and institutional clients, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm employs diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Elizabeth Drew Verdi is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Rembert Pendleton Jackson since 2011. She holds the Series 66 designation and has worked exclusively within the firm and its predecessor entities during her career. Rembert Pendleton Jackson provides investment management, financial planning, retirement plan consulting, and business consulting to a diverse client base that includes individual, high-net-worth, and institutional clients such as insurance companies, banks, governments, and a sovereign wealth fund. The firm employs a diversified, customized portfolio approach based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Bob Amoako is a financial advisor with Rembert Pendleton Jackson, holding a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at AFS 401(k) Retirement Services, Commonwealth Financial Network, and FJY Financial. His background also includes roles in education at Virginia Tech, Northern Virginia Community College, and Patriot High School. Rembert Pendleton Jackson serves a diverse client base including individual investors, high-net-worth clients, and various institutional entities such as insurance companies and state governments. The firm employs a diversified, customized investment approach based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Brett Roper is a CFP® and Series 65-registered financial advisor with 20 years of industry experience. He has been with Rembert Pendleton Jackson since 2004, including its predecessor entity, and continues to work at the firm in Vienna, VA. Rembert Pendleton Jackson serves a diverse client base that includes individual retail and high-net-worth clients as well as institutional clients such as insurance companies, banking institutions, and municipal governments. The firm employs a diversified, customized investment approach based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Jeffrey Canavan is a CFA® charterholder with over 18 years of industry experience. He currently works at Rembert Pendleton Jackson and previously spent 18 years at MissionSquare Retirement. Rembert Pendleton Jackson serves a diverse client base including individual, high-net-worth, and institutional clients such as insurance companies, banking institutions, and municipal governments. The firm employs diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Elizabeth Clough is a CFP® with 18 years of industry experience, currently serving at Rembert Pendleton Jackson since 2011. She has worked within the firm through its transition from Rembert Pendleton Jackson to SSB Wealth Management, Inc. D/B/A Rembert Pendleton Jackson. Rembert Pendleton Jackson serves both individual and institutional clients, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm employs diversified, customized portfolios guided by Modern Portfolio Theory and manages accounts on discretionary and non-discretionary bases, with a notable range of institutional clients including insurance companies and government entities.

Nicole Mongeon is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Rembert Pendleton Jackson since 2020. Prior to this, she worked for 15 years at Ameriprise Financial Services, Inc. Rembert Pendleton Jackson serves a diverse client base including individuals, high-net-worth clients, and various institutional clients such as insurance companies, banks, and government entities. The firm employs a diversified, customized investment approach based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Dwayne Jackson is a financial advisor at Rembert Pendleton Jackson with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2001, including its predecessor entity. Rembert Pendleton Jackson serves a diverse client base of individual and institutional investors, providing investment management, financial planning, retirement plan consulting, and business consulting. The firm emphasizes diversified, customized portfolios based on Modern Portfolio Theory and manages assets on both discretionary and non-discretionary bases.

Leslie Irby is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Rembert Pendleton Jackson since 2007, including its predecessor entities and related firms. Rembert Pendleton Jackson serves a diverse client base of individual and institutional investors, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm utilizes diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

David Tebor is a CFP® with six years of industry experience, currently serving as a financial advisor at Rembert Pendleton Jackson. His prior experience includes roles at Bingham Osborn & Scarborough and an academic position at Virginia Tech University. Rembert Pendleton Jackson serves a diverse client base including individual, high-net-worth, and institutional clients such as insurance companies and municipal governments. The firm employs diversified, customized portfolios based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

John Wolff is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Rembert Pendleton Jackson since 2017, following prior work at North End Financial. Outside of his advisory role, he manages MR Rupert LLC, a small business focused on the resale of stickers and used clothing. Rembert Pendleton Jackson serves a diverse client base including individual, high-net-worth, and institutional clients such as insurance companies and municipal governments. The firm employs a diversified, customized investment approach based on Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.

Payton Rembert is a financial advisor at Rembert Pendleton Jackson with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Booz Allen Hamilton and held positions at Atlas Research and the University of Richmond. Rembert Pendleton Jackson serves individual and institutional clients, offering investment management, financial planning, retirement plan consulting, and business consulting. The firm focuses on diversified, customized portfolios guided by Modern Portfolio Theory and manages both discretionary and non-discretionary accounts.