Headquarters: San Diego, California
3570 Carmel Mountain Rd. Suite 150
San Diego, CA 92130
Chief Executive Officer
Mr. Bartenstein, is the CEO of Washington Wealth Management, a national, hybrid RIA dedicated to the cause of setting experienced wirehouse advisors free. Prior to joining WWM he was the Regional Business Development Manager for Morgan Stanley Smith Barney's Southern California Region, responsible for the sales activity of over 900 financial advisors in California, Nevada and Hawaii. Previously, Mr. Bartenstein was a private banker at Donaldson, Lufkin and Jenrette/CSFB and Merrill Lynch where he advised some of the country’s wealthiest families, entrepreneurs and public company executives while also helping to establish a private banking presence in Washington, DC on behalf of both firms. He is a graduate of Mary Washington College, magna cum laude, and holds a JD from The George Mason University School of Law.
Mr. Simmons is a seasoned leader with over 24 years of experience in the financial services industry, including a proven track record of opening and building new branches and expanding regions for the largest firms in the industry. He has held sales and management roles with firms such as Prudential Securities, Wachovia Securities, Merrill Lynch, and most recently Morgan Stanley Smith Barney, where he served as Executive Director and Regional Director overseeing the Southern California, Las Vegas and Hawaii region for the firm.
In addition to managing Washington Wealth Management's existing branch locations, Mr. Simmons plays a critical role in leading the rapid expansion of its independent network of financial advisors. A graduate of University of Utah, summa cum laude, with a Bachelors in Economics, Mr. Simmons is based in San Diego, CA where he resides with his wife and their 6 children.