Overview

My practice is comprised of clients from Woodsboro Bank which is a community bank in Frederick County Maryland. My focus is on retirement income planning with a mix of wealth building and insurance. My practice also includes some non-profit organizations. I feel I can be the right fit for the practice noted in the email with my 25+ years of experience in the business and my goal to expand for beyond the bank clients which I now serve. Going forward managed money will be the focus of my investment recommendations.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...