Chevy Chase Trust Company, based in Bethesda, Maryland, is ranked No. 91 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $12.7 billion
Accounts Under Management: 5,218
Years in Business: 26
- Accepts clients in all 50 states
- Physical offices in Maryland and Virginia
- $3 million minimum asset threshold
Leadership and Contact Information:
Jeff Whitaker, president and chief executive officer
Amy Raskin, chief investment officer
Marc Wishkoff, head of business development
chevychasetrust.com
7501 Wisconsin Ave., 1500W, Bethesda, MD 20814
(240) 497-5000
