Financial Advantage Associates
Founded in 1997 by Jonathan Abbett, CLU, ChFC and John Gracyalny, CLU, ChFC, Financial Advantage Associates is an independently owned and operated financial advisory firm serving the Washington DC metropolitan area. Financial Advantage Associates is committed to helping our clients improve their long-term financial success and prepare for the unexpected. Our experienced advisors offer a wide range of quality financial products as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. At Financial Advantage Associates, your prosperity is our passion. Whether working with our advisors on a component of your financial security or through development of a comprehensive financial plan with our Financial Planning Center, we guide individuals and businesses on their path to financial success. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. For more information, please contact Financial Advantage Associates, Inc. at 301-610-0071. Located at 2101 Gaither Rd, Suite 600, Rockville, 20850. Investments are: Not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Verified contacts
30
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
82
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- JG
John Gracyalny
Vice President · General Business & Management
EmailPhone - DB
Drew Brand
Financial Advisor · Finance & Accounting
EmailPhone - GL
Grant Lagasse
Financial Advisor · Finance & Accounting
EmailPhone - JD
Jeanie Dow
Executive Assistant · General Business & Management
EmailPhone - LC
Lindsay Carter
Tax Consultant · Finance & Accounting
EmailPhone - MA
Mohd Arshad
Office Assistant · Operations
EmailPhone - PL
Perry Lazerus
Financial Advisor · Finance & Accounting
EmailPhone - SC
Shari Chilbert
Executive Assistant · General Business & Management
EmailPhone - JA
Jon Abbett
Managing Partner · General Business & Management
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Financial Advantage Associates
14 distinct titles indexed · top 10 shown.
- 10financial advisor
- 5executive assistant
- 2tax consultant
- 1&,
- 1accountant
- 1certified financial planner
- 1client relationship manager
- 1financial assistant
- 1junior associate
- 1managing partner
- +4more titles
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