Financial Advisor in Northern Virginia

Brooklyn appreciates the impact of long-standing client relationships and focuses on offering exceptional service and a tailored approach to enhance her clients’ financial well-being. She is dedicated to helping high-net-worth individuals and their families navigate the complexities of building and preserving wealth.

With two decades’ experience managing portfolios for endowments and foundations, and full-scale financial planning for wealthy families, Gretchen is growing Lido’s presence in the Mid-Atlantic region, with a focus on guiding clients on Lido’s sophisticated wealth management solutions.

In addition to leading Lido’s Advanced Wealth Planning Team Olivia focuses on business liquidity events and complex estate planning for Lido’s ultra-high-net-worth clientele. With a background in tax, estate planning, business law and financial planning, she believes that the key to well thought out planning is the integration of the various disciplines to provide clients with the most effective and efficiently designed strategies.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.