Trish Davies
Categories
Financial Management Investments Group Health Insurance Health Insurance Life Insurance 401K Management Advisor Investments Financial Advisor Benefits Broker Benefits Consultant
About
I'm a Financial Advisor, affiliated with LPL Financial, and the owner of RM Benefits Retirement Consulting. I'm also Independent Insurance Broker with RM Benefits of Maryland, specializing in small to midsize employer group benefits, and insurance alternatives to statutory benefits for employers.
As a Financial Advisor, I specialize in personal Financial Planning for business owners with up to 100 employees, and the design and management of 401k plans for organizations with up to 100 employees. As an Insurance Broker, I work with businesses and organizations with up to 100 employees, and with individual and Medicare clients.
I received my MBA in 2018. I hold licenses for health, life, accident, annuities, and variable annuities in Maryland, Washington D.C. and Virginia, and AHIP certified. I hold series 7, 63, and 65 licenses, and am an Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA).
Additional Info
Languages Spoken : English
Type of Entity : Non Business Owner
NAICS Code : 523940 -Portfolio Management and Investment Advice
Business Description : RM Benefits Retirement Consulting - Financial Planning and Investment Management, and group benefit plans for business owners and organizations with up to 100 employees.