Personal Information
Entreprise/Lieu de travail
Emmaus, Pennsylvania United States
Profession
Financial Sales and Services
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.dfwealthgroup.com
À propos
I am a graduate of Bloomsburg University, where I earned a bachelor's degree with a concentration in business and marketing.
I began my financial career in 1988 as a financial advisor at Capital Analysts, Inc. After working with individuals and the owners of closely held, privately run companies, I joined PNC Brokerage as a Vice President managing investment accounts for the bank clientele. In 1997, I moved my practice to First Union Securities – a predecessor of Wachovia Securities and in 2008 joined Fulton Financial Advisors.
My underlying mission is to develop, implement and monitor appropriate plans for my clients based on their goals and risk tolerance. With a willingness to lis
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