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Strategic Financial Associates, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Strategic Financial Associates, LLC is a Bethesda, Maryland-based financial services firm founded in 1996. It specializes in financial planning, risk management, and wealth accumulation, preservation, and distribution, offering coordinated, holistic solutions. Led by Jim, the firm’s President and CEO, it brings together more than two dozen professionals who collaborate to deliver client-focused service.

Its planning approach integrates multiple areas of a client's finances to develop a comprehensive plan aligned with their objectives. Investment advisory and financial planning services are provided through Eagle Strategies, LLC, with James Adkins serving as an investment adviser representative.

Find Strategic Financial Associates, LLC employees' phone numbers or email addresses

Strategic Financial Associates, LLC Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Strategic Financial Associates, LLC's Leadership

  • Stylized image of a person
    C. L.
    Vice President Of Group And Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Founder, President & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Senior Vice President - Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Director Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Director Of Account Management Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. A.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. C.
    Director Of Operations
    Phone icon
    Mobile Phone

Strategic Financial Associates, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Business
  • Retail
  • Other
  • Accounting
  • Arts & Design

Contact profiles from Strategic Financial Associates, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Founder, President & Ceo
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. L.
    Vice President Of Group And Client Services
    Phone icon
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    S. K.
    Senior Vice President - Financial Planning
    Phone icon
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    B. W.
    Director Of Investments
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    C. C.
    Director Of Account Management Services
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    N. A.
    Controller
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 23, 2024
  • Stylized image of a person
    L. C.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    R. W.
    Business Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 29, 2026
  • Stylized image of a person
    C. R.
    Account Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Strategic Financial Associates, LLC known for?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 6901 Rockledge Drive Suite 700 Bethesda, Maryland 20817 United States. Explore Strategic Financial Associates, LLC's company overview page for more information.

What is Strategic Financial Associates, LLC's most common email format?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Financial Associates, LLC email formats with LeadIQ.

How many employees does Strategic Financial Associates, LLC have currently?

Minus sign iconPlus sign iconStrategic Financial Associates, LLC has approximately 19 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Strategic Financial Associates, LLC's key employees and leadership?

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As of June 2026, Strategic Financial Associates, LLC's key employees include:

  • Vice President Of Group And Client Services: C. L.
  • Founder, President & Ceo: J. A.
  • Owner: J. H.
  • Senior Vice President - Financial Planning: S. K.
  • Director Of Investments: B. W.

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