Broker Check
John D. Orem, CFP®

John D. Orem, CFP®

"You put years of hard work and a lifetime of hope into your investment goals. That's why we put all our years of experience, knowledge, and hard-earned insight into helping you achieve those goals."

Previous Experience Includes:

  • Vice President, SunTrust Private Client Services
    Comprehensive Wealth Management, focus on legal practices and not-for-profit organizations
  • Senior Trust Relationship Manager, Sandy Spring Bank
    Trust Investment Management and Estate Planning
  • Vice President, Riggs and Co. International Private Banking
    foreign exchange, international trade and finance
  • State Attorneys General - government relations
  • U.S. Senate staff

Community Involvement:

  • Montgomery College Foundation Planned Giving Council 2011 - Present
  • District of Columbia Audubon Society, Board of Directors, 2013 - Present
  • Gonzaga Business Network, Board of Directors, 2011-Present
  • Chevy Chase Citizens' Association-Executive Committee, Business Liaison Representative, 2010-2013 
  • Urban Baseball Foundation, Advisory Board Member, 2011-Present
  • Capital City Little League, Advisory Board Member, 2009 -2013
  • Volunteer youth baseball coach, 2003- 2011

Education and Licensing:

  • Certified Financial Planner®
  • College for Financial Planning
  • Bachelor of Arts, College of the Holy Cross
  • Registered Representative FINRA (Series 7 and 66)
  • Licensed Life and Health Underwriter