Annapolitan Investment Group Inc

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General Info

Located in beautiful Annapolis, Maryland, Annapolitan Investment Group, Inc is a full-service financial planning firm that offers individual and business services to meet the growing demand We believe in a team-approach to help our clients meet their financial goals. Every member of our team brings invaluable skills and a level of expertise that can't be found in any one advisor. in Annapolis. He attended Duquesne University and received a B.S. in Business Administration, He later started his financial services career with Merrill Lynch in Annapolis, Md. He became one office in Annapolis for over 14 years. He co-founded with his branch management partner, Lois CERTIFIED FINANCIAL PLANNER professional CHARTERED FINANCIAL CONSULTANT ACCREDITED ASSET MANAGEMENT SPECIALIST C. before going on to graduate from Loyola College in Maryland with a Bachelor of Science in Business Administration, majoring in Finance. He then went on to do his post graduate work at Chartered Financial Consultant and Accredited Asset Management Specialist designations. He began his career in financial services with A.G. Edwards & Sons, Inc Because of his strong desire to specialize in financial planning, Paul was an original member of the founding team of Annapolitan Investment Group, Inc Paul is also an active member of the Financial Planning Melissa is a dean's list graduate from the University of Maryland with a B.S. in Business with the Annapolis office of A.G. Edwards. After almost 9 years with A.G. Edwards, Melissa

Extra Phones

TollFree: (877) 992-1340

Payment method

check, debit

Location

Heritage Harbour

Other Link

https://www.raymondjames.com/annapolitaninvestmentgroup

Categories

Investment Securities, Financial Planners, Investment Advisory Service

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Details

Phone: (410) 571-2747

Address: 801 Compass Way, Annapolis, MD 21401

Website: https://www.raymondjames.com/annapolitaninvestmentgroup