Owners

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

David D. Greene, CFP® | CEO

Teachers and coaches are responsible for educating people in an easy to understand manner, how to best accomplish their goals and objectives – whether they are in a classroom or on the field of play. David D. Greene, CFP ® brings both backgrounds to his role as Executive Vice President with CJM Wealth Advisers, Ltd. working with professionals, families and business owners with their various wealth management needs.

Since 1996, David has been working with his clients to address the pressing financial concerns they face. Together, they develop plans to help deal with those concerns and then put the plans into action. His additional experience as a teacher and coach has helped him to develop a specific style of working with clients. By providing clients with the knowledge, tools, and guidance they need, David empowers his clients to create their own success and financial independence.

David has been quoted in publications including the Wall Street Journal, Business Week and Employee Benefit News. Professionally, he has gathered balanced experience in the areas of investment management, insurance planning and retirement analysis working for McNair & Company as Managing Director and Edmiston Investment Consulting Group as Associate Financial Advisor. He also served as a teacher with Teach For America through which he taught 5th grade at Ruth K. Webb Elementary in Washington, DC. David currently participates in the Second Saturday monthly workshops for women designed as a resource to help them deal with the legal, financial, family and personal issues of divorce in a logical, yet compassionate way.

David is a graduate of the University of Virginia where he earned a Bachelor's Degree in Finance/Marketing from the McIntire School of Commerce. In addition, David also holds the Certified Financial Planner™ (CFP ) practitioner designation.

David and his wife, Maria, currently reside in Arlington, Virginia with their three young children – Leila, Diego, and Lucia. David has enjoyed coaching soccer for over a decade, most recently as a head coach with the Lightning Soccer Association. In the rare spare moment, he enjoys playing soccer, hiking and reading.

Accolades


    • Top Financial Planners - David Greene (2011, 2013, 2014, 2015, 2016)

    • Best Financial Planners - David Greene (2016)

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