As a Senior Planning Analyst, Jack assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses, and proposed portfolios for our clients. Jack is a member of the Investment Committee and collaborates with in-depth market research and fund selections. Prior to joining MWA, he worked for a financial service firm in Owings Mills. He served as a Financial Advisor both in the private wealth sector and with institutional retirement plans, assisting individuals with holistic financial planning.
Education and Certifications
Bachelor's degree in Accounting from the University of Maryland
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed