Office Location Update

01/17/2024

XML President, Curtis Congdon, shares an office location update.

In the interim, please send mail/packages to our Bethesda office at the address below:

XML Financial Group
6901 Rockledge Drive, Suite 730
Bethesda, MD 20817

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who we are

Brett Bernstein CEO & Co-founder

Rob Kantor CIO & Co-founder

Curtis Congdon President

Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness

Jason Klopman Sr. Wealth Advisor, Partner

Eric Wightman Sr. Wealth Advisor, Partner

Jack May Sr. Wealth Advisor

Lauren O’Brien Sr. Wealth Advisor

David Margulies Sr. Wealth Advisor

Noorjahan Enayat Sr. Wealth Advisor

Beth Levine Sr. Wealth Advisor

Kevin Peters Wealth Advisor

Steven Collins Wealth Advisor

Sharon Abbey Wealth Advisor

Sasha Chelekhov Wealth Advisor

Bob Abel Wealth Advisor

John Sciuto Wealth Advisor

Nicole Treiber Assoc. Wealth Advisor, Client Service Associate

FULL TEAM

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