Concord Wealth Partners

Daisia Mc Crae is a financial advisor at Concord Wealth Partners with one year of industry experience. She holds a Series 65 designation and has previously worked at the University of Maryland Eastern Shore and the Department of Agriculture. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors, managing approximately $946 million in client assets. The firm’s investment approach is generally discretionary and emphasizes asset allocation and diversification across multiple asset classes, with regular portfolio reviews and a use of third-party managers and affiliated sub-advisers.

Marissa Klaers is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. She has worked at firms including Purshe Kaplan Sterling Investments, Personal Wealth Partners, LLC, LPL Financial LLC, and H. Beck, Inc. Additionally, Marissa holds a notary public commission and is licensed to sell fixed and traditional insurance products. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets, providing financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification across a broad range of asset classes.

Gary Aiken is a financial advisor at Concord Wealth Partners in Fairfax, VA, holding a Series 65 designation with five years of industry experience. His career includes roles at Concord Asset Management and Concord Wealth Management since 2022, as well as prior positions at AAFMAA Wealth Management & Trust LLC and AAFMAA from 2013 to 2022. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment approaches with a focus on asset allocation and diversification across multiple asset classes, managing approximately $946 million in client assets.

Joseph Waitkevich is a financial advisor at Concord Wealth Partners with four years of industry experience. He holds a Series 65 credential and has worked at Concord since 2022, following positions at Coppertree, LLC and Paradigm Landscape. Outside of his advisory role, he serves as treasurer for Nova Group, Waitkevich Bro. Capital, a real estate investing entity. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment strategies focused on asset allocation and diversification across multiple asset classes and utilizes a range of third-party managers and sub-advisers.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners serves individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors with financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification across various asset classes and utilizes multiple third-party managers and sub-advisers.

Adam Waitkevich is a financial advisor at Concord Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc. and Coppertree, LLC. He is also the principal owner of Divorce Financial Solutions, LLC, which provides financial forecasting reports for divorcing couples. Additionally, he serves as a board member and volunteer for Kevin Youkilis Hits for Kids. Concord Wealth Partners offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification, with a range of investment vehicles and affiliated sub-advisory relationships.

Rebecca Blevins is a CFP® with 12 years of industry experience. She is currently with Concord Wealth Partners, where she has worked since 2022, and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to a range of clients including individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment approaches focused on asset allocation and diversification, managing approximately $946 million in client assets.

Edward Zywien is a financial advisor at Concord Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Concord Wealth Partners since 2021. His prior experience includes roles at Coppertree, LLC and Triad Advisors, Inc. He is also involved in insurance sales on a limited basis. Concord Wealth Partners serves individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors with financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an individualized, generally discretionary investment approach focused on asset allocation and diversification, utilizing various asset classes and third-party managers.

Tyler Caveness is a CFP® with nine years of industry experience, currently serving at Concord Wealth Partners since 2017. His prior roles include positions at Lopez Wealth Management, LLC and Mercer / CPSG Partners. Outside of financial advising, he is involved in software engineering as the founder of Solution Architects Group, LLC, and bookkeeping through Self-Employed Solutions, LLC, and also works as a consultant in SaaS project coordination for DXC Technology. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets, providing financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm’s investment approach is individualized and generally discretionary, focusing on diversified asset allocation and utilizing third-party managers and sub-advisers, including affiliated Concord Asset Management.

Jonathan Weatherly is a financial advisor with Concord Wealth Partners in Abingdon, VA, holding a Series 66 designation and 21 years of industry experience. He has been with Concord Wealth Partners since 2004. Outside of his advisory role, he serves on advisory boards for Pershing NetExchange and Dunham & Associates. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and employing a range of investment strategies including mutual funds, ETFs, alternatives, and complex instruments.

Justin Lopez is a financial advisor with Concord Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He has worked at Concord Wealth Partners since 2017 and previously operated Lopez Wealth Management LLC from 2015 to 2017. Outside of advising, he serves on the board of directors for ZRH Holdings, LLC, a manufacturing company. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base, employing an individualized, generally discretionary investment approach with an emphasis on asset allocation and diversification.

Jonathan Lopez is a CFP® professional with 39 years of experience in the financial industry. He is affiliated with Concord Wealth Partners, a team of 10 advisors, and has held leadership roles in multiple organizations including Lopez Wealth Management, LLC, Halo Marketing & Management Inc., and Highlands Motor Sport Inc. Lopez also serves as treasurer for the Financial Leadership Council and is involved with the Boys & Girls Club and Whites Mill Foundation. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment strategies with a focus on asset allocation and diversification across various asset classes.