Financial & Wealth Management Services
Why Choose Sovereign Wealth Management
We Deliver Financial Results You Deserve
Fast Response Time
Flexible Meet-up Locations
Trusted Wealth Management & Support Staff
Call us at: (703) 310-7255
Meet Sovereign's Wealth Management Team
Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. He has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses.
Gary Korolev, CFA®
Alaina plays an integral role in the client relationship and is vital to Sovereign Wealth Management’s success. She serves as a critical liaison between the clients and the Wealth Manager, providing exceptional customer service. Ms. George is organized, analytical, and highly dependable. She goes above and beyond the call of duty to make sure the client is best served. Alaina graduated from the George Washington University in Washington, D.C., earning a Bachelor of Arts in International Affairs, minoring in History, with concentrations in Security Policy and the Middle East from the nationally ranked Elliott School of International Affairs. Ms. George is currently studying for her General Securities Representative Licenses (Series 7) and plans to get licensed in the upcoming year.
Svitlana works closely with clients by managing their account details, and the flow of information between them and Sovereign Wealth Management. Her perfect mix of warmth, attention to client needs, and competence make her an invaluable part of the team. Svitlana has a Bachelor degree in English from Drohobych State University in Ukraine. She and her husband Gary Korolev live in Northern Virginia with their two children and every chance they get, they spend time outdoors and traveling.
Client Service Associate
Katya plays an integral role between Sovereign’s top-management and target audience/public- at-large by disseminating information about the company's expertise and services via several B2C, B2B channels, and implying best PR practices that serve the success of the organization.
She contributes as a policy fellow at the New York Centre for Foreign Policy Affairs. For more than ten years, she worked as an international business journalist. During her journalism work in DC, she participated in the World Bank/IMF meetings, CERA Week, and other major business events.
Meet The Spire Investment Partners Team
Sovereign Wealth Management is proud to partner with Spire Investment Partners, a premier Hybrid Independent Financial Advisory Firm. Spire provides Sovereign Wealth Management with operational and compliance support, creating a business environment which allows Wealth Mangers to focus on what’s import – You.
Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations.
Chief Compliance Officer
Allen Eickelberg is the director of operations for Spire Investment Partners, LLC. Since 2011, Allen has filled many roles at Spire working with executive leadership and wealth management teams to manage projects and introduce new technologies to the firm. He specializes in coaching others to adopt technology and works with Wealth Managers transitioning to Spire on how to best utilize systems to streamline their practices. A graduate of Virginia Tech, Allen enjoys spending his free time volunteering in his ceramics studio and brewing home-made beer!
Allen Eickelberg, CFP®
VP - Director of Operations
Josh serves Spire’s advisors by overseeing the regulatory and internal financial reporting for Spire, as well as providing crucial business oversight for the company’s Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.
Josh Bright, CPA
VP - Director of Finance
LauraMarie enjoys the challenge of guiding and educating prospects looking for a new home. She works with each one to find the right business model, all the way through the execution of your transition. She specializes in helping advisors considering Spire discover clarity of purpose with the right business model. LauraMarie’s center is her family – her husband Patrick, and her four children and their adopted fur baby. They are often playing outside with the grandparents, Spire’s own David and Brenda Blisk.
Director of Business Development
Strategic Partners, Technology Platforms & Financial Service Solutions
8229 Boone Blvd. Suite 760
Vienna, VA 22182
Phone: (703) 310-7255