Years of Experience
5-20+ Years
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Matthew Sanchez is a financial advisor with Ivy League Financial Advisors LLC. Matthew is registered with the state of Maryland and is a Certified Financial Planner. Matthew has been working in the financial industry since 2014 and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension plans. Matthew provides a range of financial services, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Rockville, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Kramer is a financial advisor at Raymond James Financial Services Advisors, Inc. Matthew has been in the financial industry since 2016. Matthew is registered with the state of Maryland and is a Series 7 and Series 66 licensed representative. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Matthew is also a Certified Financial Planner.
SPECIALIZATIONS
ROCKVILLE, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Michael Meyers is an Investment Advisor Representative at Grove Point Advisors, LLC. He has been in the financial industry since 2004 and has a Series 6, Series 63, Series 65 and SIE. Matthew Michael Meyers is registered to provide investment advice in Florida, Georgia, Idaho, Indiana, Maryland, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and West Virginia. Matthew Michael Meyers is also a registered Insurance Agent for NSS Life.
SPECIALIZATIONS
Rockville, MD
38 Years Experience
2 Disclosures
ADVISOR BIO
Matthew Zukergood is a financial advisor at Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since April 14, 1987. Matthew has a Series 6, Series 63 and Series 65 licenses. Matthew is registered with the state of Maryland. Matthew is also registered with FINRA as a Registered Representative and a Registered Investment Advisor. Matthew provides financial planning services to individuals, families, and businesses. Matthew specializes in asset allocation, investment management, and retirement planning.
SPECIALIZATIONS
ROCKVILLE, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Christopher Plourde is a financial advisor with SPC Financial Inc., a registered investment advisor based in Rockville, Maryland. Matthew has been in the financial services industry since 2022. Matthew holds the Series 66, Series 7TO, and SIE securities licenses. He is also a Certified Financial Planner. Matthew specializes in providing financial planning and investment management services to individuals, families, and businesses.
SPECIALIZATIONS
Rockville, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Mauricio Maldonado is a financial advisor with Morgan Stanley. Mauricio has been in the industry since 2017 and holds a Series 6, Series 7TO, Series 63, and Series 65 license. Mauricio has previous experience at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Mauricio is registered in Maryland and Texas and specializes in providing financial planning, pension consulting, and asset allocation advice.
SPECIALIZATIONS
ROCKVILLE, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Max Hutsell is a financial advisor with Grove Point Advisors, LLC. Max has been in the financial industry since 2010 and has a wide range of experience in financial planning, portfolio management, and insurance. Max specializes in helping clients with their financial goals, including retirement planning, college savings, and estate planning. Max has a strong understanding of the investment markets and is dedicated to providing clients with the best possible service. Max has a strong understanding of the investment markets and is dedicated to providing clients with the best possible service. Max also serves as a member of the Atlantic General Hospital Foundation Board of Directors and the Atlantic General Hospital Corporate Board of Directors. Max is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
ROCKVILLE, MD
26 Years Experience
0 Disclosures
ADVISOR BIO
Max Neil Highstein is a financial advisor with over 20 years of experience in the industry. Max is currently registered with Grove Point Advisors, LLC. Max has experience working with clients of various types, including individuals, high-net-worth individuals, businesses, trusts, and charitable organizations. Max offers financial planning, portfolio management, and pension consulting services. Max is also a Certified Public Accountant (CPA).
SPECIALIZATIONS
ROCKVILLE, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Mei-mei Chow is a registered representative with RBC Capital Markets, LLC in Rockville, MD. Mei-mei has been in the securities industry since July 2005. Mei-mei is also a registered investment advisor representative in Texas and Maryland. Previously, Mei-mei was associated with Wells Fargo Clearing Services, LLC in Bethesda, MD from July 2005 to June 2020.
SPECIALIZATIONS
Rockville, MD
11 Years Experience
1 Disclosures
ADVISOR BIO
Melissa Wong Allen is a financial advisor at Commonwealth Financial Network, a firm with offices in Rockville, Maryland. Melissa has been in the industry since 2009 and holds the Series 7, Series 66, and SIE licenses. Melissa's previous experience includes positions at RBC Capital Markets, LLC and Morgan Stanley. Her areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
