Xml Financial Group
XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit assets serviced by employees as of 12/31/2024 includes both investment advisory and brokerage assets. View social media disclosure at
7-day free trial · no credit card
Verified contacts
38
available on Kipplo
LinkedIn employees
38
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
201
organic / mo
Sign up free to see all 38 verified contacts at Xml Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
38 contacts with verified email or phone · masked until revealed.
- DC
Douglas Callan
Senior Portfolio Manager · Finance & Accounting
EmailPhone - JK
Jason Klopman
Senior Wealth Advisor, Partner · Finance & Accounting
EmailPhone - KK
Kristian K. Price
Director of Client Experience · Customer/Client Service
EmailPhone - PD
Pete Deoudes
Director of Marketing · Advertising & Marketing
EmailPhone - BJ
Beth J Levine
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DB
David B. Margulies
Senior Wealth Advisor · Finance & Accounting
EmailPhone - NE
Noorjahan Enayat
Senior Wealth Advisor · Finance & Accounting
EmailPhone - SA
Sharon Abbey
Wealth Advisor · Finance & Accounting
EmailPhone - BK
Blake Kantor
Associate · Finance & Accounting
EmailPhone
Showing 9 of 38 verified contacts
Top roles at Xml Financial Group
19 distinct titles indexed · top 10 shown.
- 6client service associate
- 6wealth advisor
- 4senior wealth advisor
- 3director of marketing
- 2chief compliance officer
- 2client services associate
- 1, &,
- 1account manager
- 1associate
- 1associate wealth advisor
- +9more titles
Sign up to unlock all 38 contacts at Xml Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 38 verified contacts at Xml Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.