Your Go-to Wealth Management Consultancy for all things Personal & Business Finance
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®
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
William Chao is a Vice President and Director of Operations for Spire Investment Partners. William is responsible for developing and managing the office customer service center, operational workflows and coordinating all support service functions for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. He is also is responsible for managing activities outsourced to external service providers and is the operational lead coordinating the on-boarding of new practices to Spire.
Director of Operations
Sheila is Sovereign’s newest Client Service Associate. A true problem solver, she is helping the company take our services to the next level with innovative ideas. Sheila is passionate about taking on new challenges and building relationships with clients while applying professional insight and attention-to-detail to enhance our clients’ experience.
Client Service Associate
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
Strategic Partners, Technology Platforms & Financial Service Solutions
Sovereign Wealth Management
8229 Boone Blvd. Suite 760
Vienna, VA 22182
Phone: (703) 310-7255 | Email: email@example.com