Gretchen S. Bolton, CFP(r), CLU, ChFC
Welcome to my website.
I am a Financial Advisor working with Equitable Advisors, through offices located in the National Capitol area (DC, MD, and VA). My private office is in downtown Bethesda, MD, at 7986 Old Georgetown Road, Suite 8D, Bethesda, MD 20814. I am licensed to assist clients in several states outside the region.
I am dedicated to helping individuals and businesses build financial security and success, with a special emphasis on retirement services. My existing clients include individuals, families and estates, small business owners and professionals, and not-for-profit associations.
I've worked more than 26 years in this field. To offer my clients comprehensive professional assistance and to stay on top of fast-changing financial situations and products, I've regularly attended internal Equitable Advisors and industry training, and I hold the following professional designations, certifications and internal titles and honors:
- Certificate in Retirement Planning from the Wharton School of Business, University of Pennsylvania
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- FINRA Securities Registrations: Series 6, Series 7, Series 63 and Series 65
- Qualified Plan Specialist (this Equitable Advisors title is based upon successful completion of an internal training program and written assessment.)
- Equitable Hallmark I and II
- Equitable Hall of Fame
My academic achievements include:
- Bachelor of Arts Degree from Wellesley College
- Masters Degree from New York University
- Public Affairs fellow at the Hoover Institution, Stanford University
- Certificate in Retirement Planning from the Wharton School of Business
- Asset Management and Wealth Strategies curriculum, sponsored by the Faculty Club, Harvard University
I bring to the field of Financial Services many years of prior experience as a senior executive in other endeavors and have also been active in service to my community through various volunteer positions. In this manner, I offer my clients a broad perspective from personal experience.
My education, experience and professional affiliations have fostered a practical approach, both when assisting individuals and families, and when assisting businesses and other organizations. Clients can choose from both fee-based and non-fee-based services.
First, I'll consider your specific financial goals, existing financial instruments and objectives, and evaluate family or institutional needs and structure. Working together, we can formulate strategies to help you achieve your goals.
Then I'll recommend the appropriate products and services to help fund your strategies. When required, I will work closely with your attorney, accountant or other professional advisors, or bring in other members of the professional team from Equitable Advisors.
I look forward to helping you implement and monitor your plan over the years, using the resources of Equitable Financial and its subsidiaries, Equitable Advisors, LLC, broker/dealer services, and the Equitable Network, LLC, an insurance and annuity brokerage affiliate representing over 100 companies.
Please feel free to explore this website. It's structured to link you to a variety of services that can be useful in planning your financial strategies. But most important, let me hear from you directly!
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CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
CLU and ChFC are professional designations of The American College, Bryn Mawr, PA.