| Expertise |
Because it's important to establish a firm financial foundation, I work with my clients to design a personalized portfolio strategy that reflects their goals, time horizon and comfort level with risk. I'm dedicated to helping them pursue their financial goals while providing the highest level of responsive and personalized service. |
| An Excellent Referral would be |
- Individuals who need an investment strategy to help guide them through both good and tough economic times.
- Someone needing retirement planning advice and services, especially those about to retire or who have been laid-off.
- Small business owners/professionals who need retirement plans tailored for their unique situations.
|
| Member Since |
2009 |
| Certifications |
BS and MS in education
Former Accountant (inactive status)
NASD Series 7 and 66 licenses
CRPS® – Chartered Retirement Plans Specialist |
| Email |
Mike@bniMovers.com |
| Website |
http://www.ubs.com/team/ldwmg |
| Address |
380 Knollwood Street
Suite 250
Winston Salem, NC 27103 |
| Phone |
336-726-8673 |
| Tag line |
UBS - Committed to a relationship we call "You & Us!" |
