Financial Needs Analysis • Asset and Portfolio Management • Investment Advisory Platforms • Survivorship and Asset Protection • Pension Income Strategies • Long Term Care Insurance • Life Insurance • Disability Insurance • Fixed and Variable Annuities • Mutual Funds • General Securities • Small Business Plans • Retirement Income Strategies • Lifetime Income Planning • Estate Conservation Strategies
Languages
English
Ranks
Certificate:
Certified Financial Planner (Cfp)
Interests
Exercise • Home Improvement • Reading • Sports • Home Decoration • Health • Cooking • Electronics • Outdoors • Crafts • Fitness • Music • Movies • Medicine • Travel • Career • Investing • Traveling • International Traavel
Mid-Atlantic Wealth Advisors, Llc
Financial Advisor
Signature Financial Partners, Llc A Member of John Hancock Financial Network
Financial Advisor
Education:
Towson University 1982 - 1987
Bachelors, Bachelor of Science, Management, Health Services
Skills:
Financial Needs Analysis Asset and Portfolio Management Investment Advisory Platforms Survivorship and Asset Protection Pension Income Strategies Long Term Care Insurance Life Insurance Disability Insurance Fixed and Variable Annuities Mutual Funds General Securities Small Business Plans Retirement Income Strategies Lifetime Income Planning Estate Conservation Strategies
Interests:
Exercise Home Improvement Reading Sports Home Decoration Health Cooking Electronics Outdoors Crafts Fitness Music Movies Medicine Travel Career Investing Traveling International Traavel
Languages:
English
Certifications:
Certified Financial Planner (Cfp) License 49393
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