Bryan S. Slovon is the Founder and CEO of Stuart Financial Group, a boutique financial planning firm exclusively serving retirees and soon-to be retirees in the DC Metro area. He is a financial planner specializing in retirement planning and wealth preservation to a select group of clients. Bryan has been helping families and retirees reach their financial, retirement and estate planning goals since 1990, building a reputation among clients and colleagues as a personally engaged problem solver. His mission is to help manage and preserve the wealth of his clients and their families, with whom he is dedicated to building life-long relationships of trust.
Bryan’s comprehensive approach to financial planning, in particular- looking at his clients’ unique tax situation and uncovering incorrect uses of taxable and tax-deferred strategies provides meaningful solutions for clients including potentially lower taxes, decreased market risk, greater income in retirement and proper wealth transfer. He has written numerous reports outlining his strategies for the Senior Market and has been featured in the Wall Street Journal, Financial Planning, OnWallStreet and other local and national media.
Bryan currently holds his securities Series 65 license, he is a Registered Financial Consultant® as well a Comprehensive Wealth Manager offering investment advisory services through Global Financial Private Capital, an SEC registered investment adviser. He is legally bound to upholding the highest levels of fiduciary standards when providing investment advice to clients. He is a member in good standing of the National Ethics Association, the Mid- Atlantic Region Better Business Bureau and the Financial Planning Association.
Bryan is a native Washingtonian, he and his wife Lucy live in Montgomery County, MD along with their dogs Champ & Leo. His hobbies include hiking, personal development, charity work and traveling. He is committed to client satisfaction and upholding his fiduciary responsibility.
Lucy is managing partner and Chief Operations Officer of Stuart Financial Group. With over 15 years of business administration and management experience she brings to Stuart Financial Group the expertise to successfully oversee all day-to-day operations for the firm. Lucy is responsible for strategic planning, acquisitions and management of client service and organizational operations. In addition she is in charge of hiring, training and continuing education with our team members. Lucy is a firm believer in the team approach, with an emphasis on exceptional client service. She maintains close relationships with clients and the SFG team in an effort to always improve Stuart Financial Group's services and resources.
In her free time, Lucy enjoys reading, traveling, spending time outdoors with her dogs and training for local running events.
Global Financial Private Capital (GFPC) is a leading provider of comprehensive, fully integrated wealth management services to clients of significant net worth. The possession of wealth is an exceptional opportunity and responsibility. To be effective, it requires a highly experienced team of professional money managers, who interact with various regulatory and legislative agencies. Our focus at Global Financial Private Capital (GFPC) is to work with you to construct and maintain the financial picture that meets your individual needs.
With 40 years investment experience, Mr. Bertelsen joined Global Financial Private Capital as a Portfolio Manager and Managing Director in 2004. Prior to joining Global Financial Private Capital, Mr. Bertelsen was director of the value equity group for Phoenix Investment Counsel. He previously served as Chief Investment Officer at Dreman Value Advisors and Portfolio Manager of the Kemper-Dreman Contrarian and Small Cap Value Funds. He also served as Senior Vice President with Eagle Asset Management and the head of the equity investment department at Colonial Advisory Services, Inc., as well as Senior Vice President & Manager of The Colonial Fund. In addition, Mr. Bertelsen held positions with Batterymarch Financial Management, and State Street Bank & Trust Company.
In his position at Global Financial Private Capital, Mr. Bertelsen is responsible for the development and performance of all investment strategies.
Mr. Bertelsen holds an M.B.A. and a B.A. in Economics and History from Boston University. He is a former member of the Boston Security Analysts Society.
Chris Bertelsen is the Chief Investment Officer of Aviance Capital Management, LLC, an affiliated Registered Investment Adviser.
As Chief Strategist, Mr. Sorrentino supports the develop and implementation of investment strategies for our clients. He works closely with the CIO to determine the target allocations to various investment vehicles and sectors given the direction of the global economy and market activity. Prior to joining Global Financial Private Capital, Mr. Sorrentino was a Vice President at Barclays Capital and worked at Sanford C. Bernstein with responsibility for a number of research areas. Mr. Sorrentino received his MBA from the University of Chicago and holds the Chartered Financial Analyst® designation.
Ed has 20 years investment management experience as Senior Portfolio Manager at Legg Mason Wood Walker and Vice President at Raymond James Financial Services. He received a BA with Honors from Albion College in 1993.
Mark has 15 years investment industry experience and oversees all trading and security execution services for Aviance. Prior to Aviance, he worked with Chris Bertelsen as Head Trader and Portfolio Analyst on the Value Equity Team at Phoenix Investment Counsel. Mark received a BA from Trinity College.
Mr. Lyle is responsible for the Compliance functions of Global Financial Private Capital, LLC. Mr. Lyle Chairs the Audit Committee and is also a member of the Executive, Oversight and 401K Committees.
Mr. Lyle has been an executive officer of a financial services company for over 20 years, and has been in the financial services industry for over 30 years. Prior to joining Global Financial, Mr. Lyle was the President and CEO of Broker Dealer Financial Services Corp. and Investment Advisors Corp. In this role, he was responsible for all aspects of the operation of both the broker dealer and investment adviser.
Mr. Lyle formerly served as a member of the 2004 and 2010 FINRA District 4 Nominating Committees, the FINRA Series 7 Job Task Force, and the 2001 – 2003 (then) NASD District 4 Committee. In 2003, Mr. Lyle was the Chairman of the NASD District 4 Committee and served on the NASD Advisory Council. From 2006 – 2008, Mr. Lyle served on the inaugural Compliance Council for the Financial Services Institute.
Mr. Lyle received a BS in Aviation Administration from the University of North Dakota and an MBA from The University of St. Thomas. Mr. Lyle currently holds Series 4, 7, 24, 53, 63, 65, 66, 79 & 99 industry exams and registrations.
Mike has 24 years of business management experience; 8 within the investment industry. Prior to Aviance has was a director of Vega Group, PLC. He holds a BS in Engineering with Honors from The University of Bradford, England.
Chartered Life Underwriter
Principal of Global Financial Private Capital, LLC
As President, he is responsible for leading the Company's strategy, financial planning operations and business units, and working closely with the CEO to direct the vision of the company. He is co-founder of Global Financial Private Capital, LLC and GF Investment Services, LLC.
Mr. Frazier is a CERTIFIED FINANCIAL PLANNER™ professional 1, Chartered Financial Consultant, and a Member of the CFA lnstitute 2. In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelor’s degree, he began his career with a large financial services firm, but soon realized the many limitations of being a single line financial advisor. He is also a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP).
Throughout his career, Mr. Frazier has achieved a high level of recognition. On June 18, 2001, Mr. Frazier achieved national recognition as “Best Practice” by the Journal of Financial Planning, the official publication of the Financial Planning Association.
In 2013, after nine years as a Board Member, he was named Chairman of the Board of the Ear Research Foundation. He is also a partner with the Economic Development Corporation for Sarasota County and was a featured financial professional in the 2008-2009 Community Profile created for the Gulf Coast by the EDC. In addition, Mr. Frazier’s participation in the EDC extends to include his membership in the Financial Services Cluster Board - promoting and strengthening collaborative and educational resources for businesses and individuals.
Mr. Frazier is a native Floridian residing in Lakewood Ranch with his wife and three children. He enjoys tennis, golf, snow skiing, reading, and mountain and road biking.
¹ The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
² Promoting the highest ethical standards and offering a range of educational opportunities on line and around the world, the CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. Professionals earning these designations adhere to codes of ethics, compliance procedures, and ongoing education requirements in addition to the strict requirements of the SEC and FINRA.
Certified Financial Planner™ professional
Mr. Barnett has played a key role in building the Global Financial team for more than twelve years. As one of the firm’s Certified Financial Planning Professionals ™, he has contributed to the development of our Financial Planning Department. In addition, he is a contributing member of Global Financials Investment Committee. He currently provides coaching and advisory services to a select group of families in Southwest Florida and throughout the country.
Prior to joining the company he developed his expertise as an institutional fixed-income portfolio manager and senior managing director in the insurance industry. Mr. Barnett has successfully managed over $2 billion of assets during his career, including many high-profile U.S. and international public and private pension plans. In addition, he has managed several highly rated mutual funds both onshore and abroad.
He holds a Master of Business Administration degree, with an emphasis in Finance and International Economics, from Rutgers University, and a Bachelor of Science degree in English Literature and Computer Science from Washington University.
Phone: (301) 345-1635
Fax: (301) 345-1105
6411 Ivy Lane, Suite 602
Greenbelt, MD 20770