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Websites:
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Current Work:
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Founder/Managing Partner at The W&W Group LLC
Vice President at W&W Consulting, LTD
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Previous Work:
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Registered Representative at Northwestern Mutual
Registered Representative at New York Life
Registered Representative at American Express
Registered Representative at Merrill Lynch
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Education:
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BBA, Finance, Howard University
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Summary:
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The W&W Group offers a variety of investment advisory and financial planning services, ranging from reviewing individual financial objectives to maintaining investment portfolios. Our clients come from a wide spectrum, and we firmly believe that no individual is too small and no corporation too big to benefit from the personalized approach we take to everything we do.
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Skills:
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We specialize in: Personal Financial Planning Education Funding Retirement Planning Insurance & Risk Management Strategic Tax Planning Charitable Giving Asset Accumulation Succession Planning Estate Planning
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Detailed Experience Summary:
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Founder/Managing Partner at The W&W Group LLC
January 2002 - Present
The W&W Group is a comprehensive financial investment firm with one primary focus: creating financially-sound relationships with each and every client. To this end, we take a unique approach to financial planning. We take the time to develop a collaborative environment that combines your needs, your goals, and your life with our expertise and time-proven success turning financial dreams into realities.
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Vice President at W&W Consulting, LTD
January 1992 - Present
Computer Company
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Registered Representative at Northwestern Mutual
January 1999 - January 2001
Insurance Company
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Registered Representative at New York Life
January 1994 - January 1999
Insurance Company
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Registered Representative at American Express
January 1993 - January 1994
Insurance Company
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Registered Representative at Merrill Lynch
January 1992 - January 1993
Wire House
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Detailed Education Summary:
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BBA, Finance, Howard University
December 1992
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