We are pleased to announce that Centurion Wealth Management celebrated our seventh anniversary on February 20th. This past year has presented challenges and opportunities for everyone, and we thank you for your loyalty, trust and support through them all.
We’re proud to share that we’ve once again experienced strong, yet controlled, growth and now manage approximately $350 million in assets.
We could not be more excited for the future of our growing firm. Our focus remains on providing high level client experiences and administering sound financial advice. In celebration of seven rewarding years, we would like to highlight some of our most notable achievements and milestones over the last year.
In the 2021 edition of the Northern Virginia Magazine, the partners were named to their annual “Top Financial Professionals” list. This year marks the 5th straight year all three partners of Centurion were recognized as among the best in the financial services industry.
Centurion had a client retention rate of 98%.
Drew Aguilar joined Centurion as a Financial Planning Associate. Drew helps design and implement financial plans and investment decisions.
Cooper gave a TEDx Talk on the power of networking, a story of how his life was saved from his father’s professional networking.
We had a blast getting together for some R & R at Stone Tower Winery in Virginia.
Sterling Neblett was named to the Washington Business Journal 40 under 40 list!
Centurion launched our very own podcast, “Coffee with Connections”.
We host high performance professionals to explore their innovative ideas and hear about how they are succeeding in their industry.
Centurion has embraced the changing business world. We’ve run hundreds of zoom meetings with clients, bringing more convenience to the financial planning process. We’ve leveraged in-person and remote work styles, but still managed to all get together for our new team pictures!
Darren’s baby girl, Ali, is growing up fast!
Jill Grimes joined Centurion as Director of Operations in August. Jill will lead Centurion’s internal initiatives, manage company processes and ensure Centurion delivers industry leading client experiences during the financial planning process.
Centurion team members added four new 4-legged friends to the mix. Oliver, Riley, Greta and Gus. Ask us for pics!!
For the fourth straight year, we sponsored the 13th Annual Jill’s House Motorcycle Ride in June. In total $83,500 was raised, allowing Jill’s House to continue to do the amazing work they do for children with intellectual disabilities and their families.
Alexa Hladick joined Centurion as a Client Service Associate. She brings with her a passion to deliver high quality service to our clients.
