2015 | In Review

Here’s a look back at some highlights of 2015 for Everest Wealth Management. Wishing everyone a happy, healthy and prosperous new year.

January 2015 | New year, new look. We kicked off 2015 in The Producers’ studio to tape an all new segment for The Money Guys.


May 2015 | Everest sponsored the Blue Valor Foundation’s Salute a Hero Memorial Golf Tournament. The event raised more than $70,000 for families of Maryland law enforcement officers killed in the line of duty.


June 2015 | Our team attended the Million Dollar Round Table meeting in New Orleans to continue building our knowledge base and help our clients manage this wealth.


July 2015 | We welcomed Mike Braun to the team as a financial representative. Mike originally hails from Minneapolis.


September 2015 | Everest held its annual Client Appreciation Event at Camden Yards. Nearly 380 clients attended.


September 2015 | In honor of Hunger Action Month, our team volunteered in the warehouse at Maryland Food Bank. Everest also presented MFB with a check to support their efforts of ending hunger across the state.


October 2015 | We attended the Senior & Baby Boomer Expo at Timonium Fairgrounds.