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Camille Svitek
Professional designations
CFA, CFP(R), CFP
Firm or Broker/Dealer name
Evermay Wealth Management
States licensed in
Arlington
,
Virginia
Areas of expertise
Languages spoken
English
Areas of Expertise
Wealth Management
Retirement/Retirement Income
Financial Planning
Estate Planning
Investment Management
Time Zone
As a wealth advisor at Evermay, I partner with families to help them navigate the complexities that come with wealth. My enriched knowledge of financial planning, strong team mindset, and client-centric approach provide me with the necessary skills to build genuine client relationships while helping them achieve their financial goals.
I began my career as an equity research analyst at TSW Investments in Richmond, VA. I spent several years working in small business lending and then as a portfolio manager for a wealth advisory firm before joining Evermay in spring 2024. I received a dual B.S./B.A. degree in Finance and French from the University of Richmond. I’m also a CFP® professional and a CFA charterholder.
I am an active member of the Junior League of Washington and have previously served as the President of my local Delta Gamma alumnae chapter. I am also a member of the CFA Society of Washington DC and enjoy mentoring college students during the institute’s annual research challenge.
I reside in Washington, DC with my husband, son, and our chihuahua, Murphy. In my free time, I enjoy reading, running, traveling (I’ve been to 29 countries!), and exploring the city with friends.
I began my career as an equity research analyst at TSW Investments in Richmond, VA. I spent several years working in small business lending and then as a portfolio manager for a wealth advisory firm before joining Evermay in spring 2024. I received a dual B.S./B.A. degree in Finance and French from the University of Richmond. I’m also a CFP® professional and a CFA charterholder.
I am an active member of the Junior League of Washington and have previously served as the President of my local Delta Gamma alumnae chapter. I am also a member of the CFA Society of Washington DC and enjoy mentoring college students during the institute’s annual research challenge.
I reside in Washington, DC with my husband, son, and our chihuahua, Murphy. In my free time, I enjoy reading, running, traveling (I’ve been to 29 countries!), and exploring the city with friends.