Julia L Pitkin Shantz

Financial Advisor

  • CFP®
  • CLU®
  • CAP®
  • CASL®
  • RICP®
FINRA BrokerCheck
1101 Wootton Pkwy, Suite 580
Rockville, MD 20852
301-217-6456 703-505-7731 Visit my website Back to Advisors in Maryland

About my practice

The work we do is oriented to assisting you to achieve your specific financial goals. With a breadth of experience from working with retirement plans, businesses and wealthy families, my team and I apply time-tested strategies, provide expert advice and make recommendations based on where you are today and where you want to be in the future.

Get in touch

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