Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Howard Sloan
Financial Advisor | LPL Registered Principal
(703) 354-5950
Registrations held through LPL Financial: Series 7, 24, 31, 63, 65, AP. VA Life and Health Insurance/Annuity.
Securities licensed since 1985.
Registered for Securities in the following states: AZ, CA, CT, DC, DE, FL, GA, KS, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WV.
Serves High Net Worth clients in 19 States (including medical/dental professionals, real estate agents, attorneys, CPA’s, small business owners, pre-retirees, and retirees).
Oversees $140+ million in brokerage and advisory assets through LPL Financial as of May 2026*.
Born and raised on Long Island, New York.
Attended SUNY New Paltz.
Lives in Annandale and has two children. Scott graduated from Ursinus College, having been recruited to play lacrosse on their nationally ranked team. He graduated as a Finance Major with a minor in both Economics and Business Management; he is now in the office as a wealth manager. Howard's daughter Courtney graduated from Goucher College in 3 1/2 years with a double major in Business and Psychology. She is currently employed by a privately held consulting firm.
Coached youth sports (Annandale Youth Lacrosse) for 6 years and currently coaches Woodson HS varsity lacrosse during the off-season.
Active in his synagogue, Congregation Olam Tikvah in Fairfax, VA, where he served on The Board of The Olam Tikvah Men’s Club as Vice President.
Hobbies include volunteer work/giving back to the community, following The Washington Redskins, The Nationals, The Capitals and The Wizards, playing pickleball and enjoying all forms of music.
*brokerage assets are serviced, not managed
Scott Sloan
Financial Advisor | Wealth Manager
703-354-5950
Registrations held at LPL Financial: Series 7, 66.
Registered for Securities in AZ, CO, DC, FL, GA, MA, MD, NY, OR, VA and WA.
Born and raised in Fairfax, Virginia.
Graduated from Ursinus College in Pennsylvania with a degree in Finance and double minors in Economics and Business Management. Was the Chief Investment Officer of Ursinus’s Investment Club and was a 4-year varsity lacrosse player.
Has been coaching travel lacrosse for 4 years.
Hobbies include watching sports (especially The Washington Commanders, Washington Capitals, Washington Wizards, and New York Yankees), playing golf, and working out.