Shay Thomson, Financial Advisor located in Bethesda, MD

Financial Advisor
Shay S Thomson

CFP®
6903 Rockledge Dr Suite 770, Bethesda, MD 20817opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Cooking
  • Fine Dining
  • Volunteering
  • Traveling

Team Members

  • Nadia Dyotte
    Sr. Branch Office Administrator
  • Conor Ault
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(301) 978-7758

Fax

(888) 604-7073

Office Address

6903 Rockledge Dr Suite 770
Bethesda, MD 20817opens in a new window

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