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Highline Wealth Management Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Highline Wealth Management operates as a boutique independent advisory firm in financial services, offering investment management and financial counseling for clients with complex needs. The firm emphasizes highly individualized service, crafting financial solutions that reflect clients' lifestyles and goals with the aim of growing and preserving wealth for future generations. Based in Rockville, Maryland, it uses an open-architecture platform that affords the flexibility to work with any custodian, manager, fund, or limited partnership to tailor solutions to each client. Its leadership team brings over a century of combined experience, applying disciplined approaches to asset allocation, manager selection, and planning across tax, credit facilities, retirement and education savings, and insurance. Clients are primarily brought in through referrals, and the firm reports a high level of client retention, indicating a sustained focus on service and continuity.

Find Highline Wealth Management employees' phone numbers or email addresses

Highline Wealth Management Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

Highline Wealth Management's Leadership

  • Senior Vice President at Highline Wealth Management
    C. C.
    Senior Vice President
    Mobile Phone
  • Senior Associate Client Operations at Highline Wealth Management
    C. D.
    Senior Associate Client Operations
    Mobile Phone
  • Senior Associate On Our Client Operations at Highline Wealth Management
    C. M.
    Senior Associate On Our Client Operations
    Mobile Phone
  • Senior Associate Compliance at Highline Wealth Management
    D. G.
    Senior Associate Compliance
    Mobile Phone
  • Senior Advisor Associate at Highline Wealth Management
    S. C.
    Senior Advisor Associate
    Mobile Phone
  • Advisor Associate at Highline Wealth Management
    A. C.
    Advisor Associate
    Mobile Phone
  • Client Service Associate at Highline Wealth Management
    A. L.
    Client Service Associate
    Mobile Phone
  • Associate Investments at Highline Wealth Management
    A. L.
    Associate Investments
    Mobile Phone

Contact profiles from Highline Wealth Management

Name
Title
Contact
Location
Last Update
  • Senior Vice President at Highline Wealth Management
    C. C.
    Senior Vice President
    Mobile Phone
    Oct 22, 2024
  • Senior Associate Client Operations at Highline Wealth Management
    C. D.
    Senior Associate Client Operations
    Mobile Phone
    Oct 17, 2024
  • Senior Associate On Our Client Operations at Highline Wealth Management
    C. M.
    Senior Associate On Our Client Operations
    Mobile Phone
    Oct 23, 2024
  • Senior Associate Compliance at Highline Wealth Management
    D. G.
    Senior Associate Compliance
    Mobile Phone
    Oct 18, 2024
  • Senior Advisor Associate at Highline Wealth Management
    S. C.
    Senior Advisor Associate
    Mobile Phone
    Oct 21, 2024
  • Advisor Associate at Highline Wealth Management
    A. C.
    Advisor Associate
    Mobile Phone
    Oct 23, 2024
  • Client Service Associate at Highline Wealth Management
    A. L.
    Client Service Associate
    Mobile Phone
    Oct 21, 2024
  • Associate Investments at Highline Wealth Management
    A. L.
    Associate Investments
    Mobile Phone
    Oct 22, 2024
  • Office Coordinator at Highline Wealth Management
    C. S.
    Office Coordinator
    Mobile Phone
    Oct 17, 2024
  • Client Service Associate at Highline Wealth Management
    C. G.
    Client Service Associate
    Mobile Phone
    Feb 19, 2026

Frequently Asked Questions

What is Highline Wealth Management known for?

Minus sign iconPlus sign iconHighline Wealth Management operates in the Financial Services industry. You can contact Highline Wealth Management's main corporate office by phone at
+1-301-564-****
. Explore Highline Wealth Management's company overview page for more information.

What is Highline Wealth Management's most common email format?

Minus sign iconPlus sign iconHighline Wealth Management employees' email format typically follows the pattern of FLast@highlinewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Highline Wealth Management email formats with LeadIQ.

How many employees does Highline Wealth Management have currently?

Minus sign iconPlus sign iconHighline Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Highline Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Highline Wealth Management's key employees include:

  • Senior Vice President: C. C.
  • Senior Associate Client Operations: C. D.
  • Senior Associate On Our Client Operations: C. M.
  • Senior Associate Compliance: D. G.
  • Senior Advisor Associate: S. C.

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