Investment Services
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We offer a variety of products covering a broad spectrum of asset classes and strategies which will be used to create a portfolio of investment options designed to fit your goals and risk tolerance. Our commitment to investment knowledge and what we believe to be superior client service has lead us on a quest to help you as you strive to reach your financial goals.
Everest Wealth Management, LLC does not custody your assets. Instead your assets are under the custody of the Investment institutions you're directly investing with. These custodians are responsible for retention and safekeeping of your assets, as well as trading and clearing transactions that Everest Wealth Management, LLC may direct.
Recent News
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Philip A Rousseaux, RFC, CMFC, CLTC, is the founder and President of Everest Wealth Management, LLC.
Philip began his career in 1995 in the financial services industry and is known throughout the country for his experience and expertise as one of the top financial advisors in America (as noted by his Membership in the Top of Table of the Million Dollar Round Table Organization). Philip is a Registered Investment Advisor, Chartered Mutual Fund Counselor, Registered Financial Consultant, and Certified in Long Term Care. Each certification requires studies and successful completion of an examination that concentrates on financial planning and investment management.
A strong advocate of objectivity in client advice, Philip felt compelled to create his own firm using an independent broker-dealer who does not market their own products, thus eliminating potential conflict(s) of interest. Philip launched Everest Wealth Management in 2005 when 90% of his existing clients transferred their assets to the new firm.
In 2006 Philip co-authored a book "climbing the mountain to financial success" and has been quoted or appeared in the following media: The Baltimore Sun, Fox 45 News, The Dollars & Sense Conference, and The Capital Newspaper.
Philip received his B.S. in Economics from Towson University. In his spare time, Philip enjoys scuba diving, traveling, and boating.
Lance R. Scott began his career in the financial services industry in 2003. After working in the specialized financial service industry for 5 years Lance joined Everest Wealth Management in 2008 to add value and knowledge to an already well established firm. Lance has his Series 7 general securities exam license as well as his Life Health and Variable Insurance License. He is dedicated to helping clients protect their wealth and plan for retirement
While attending the University of Vermont Lance earned a B.A. in Political Science and a minor in Business Administration. He also studied the culture and economics of Australia and the Asia-Pacific region while studying abroad at Griffith University on the Gold Coast of Australia.
In his spare time Lance enjoys golf, squash, and the Outdoors.
Christopher J. Kirk started with Everest Wealth Management in 2005 and is known throughout the country for his experience and expertise as one of the top financial advisors in America (as noted by his Membership in the Million Dollar Round Table Organization). He enjoys working with clients to achieve their retirement goals and protecting their wealth.
Chris grew up and now lives with his wife Kristen in northern Anne Arundel County, MD. He received his B.S. (with honors) in Marketing from Towson University. In his free time Chris enjoys Traveling and Golf.
Amanda Zeiler has lived in the Baltimore/Towson area her entire life. She currently resides in White Marsh with her fiance and singing partner Bill Schafer. She is a graduate of Lochraven Senior High School and attended Towson University. Amanda and her fiance sing professionally at Orchard Landing and other special events. She loves to laugh and sing, horseback riding, reading, camping, and fishing. She has been an executive secretary for over ten years and loves being an instrumental part of The Everest Wealth Management Team.
Dana DellaMonica is a graduate of Towson University. She is recently married, an d lives in Harford County with her husband Steve, and her three year old Golden Retriever, Dempsey. In her free time, she loves to hike, mountain bike, and garden. She has worked in the administrative field for over 13 years. She enjoys working with the hard-working, helpful, and intelligent Everest Wealth Management Team.
Joe Deutsch graduated with a Degree in Economics from the University of Maryland in 2008. He is originally from New Jersey and recently moved to Baltimore to pursue a career in finance. At Everest Wealth Management, Joe is the company's Customer Service Representative and Marketing Director. He is a sports fanatic and enjoys playing and watching all sports. He is most excited about becoming a Baltimore Orioles Fan. He looks forward to speaking to you about all your questions and needs.
