Regional Vice President, Financial Advisor | Partner Programs
Five Star Professional
Five Star Wealth Manager (2021)
2021: Awarded 1/1/21 for the period 4/27/20-10/20/20.
Award recipients
Director, Retirement Plan Consulting
AIF®, QKA®
Senior Vice President, Financial Advisor
Senior Vice President, Financial Advisor
CFA®
Regional Vice President, Financial Advisor | Partner Programs
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFEBC®, CLTC®, CMFA
Team recipients
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Fulton Office Team
Fulton, MD