Lee Rock Email & Phone Number

We help people grow their assets and protect everything that is important to them. We are Maryland's #1 independent multi-disciplined financial services firm, providing Employee Benefits, Property & Casualty Insurance, Retirement Plan Services and Wealth Management Services.I specialize in commercial property and casualty exposures on larger complex risks requiring general liability, property, large deductible worker’s compensation and commercial auto. My expertise also extends to professional liability coverage’s including directors and officers and errors and omissions programs. I facilitate employee benefits and all areas of personal lines. In Addition to CIC and CPCU designations, I hold a Resident Insurance Advisor designation from the State of Maryland and can do insurance consulting and expert testimony. I am a Series 65 licensed Investment Advisor Representative and a Series 6 and 63 Broker/Dealer Registered Representative. *I find I work best when utilized as an advisor to my clients, in the same way as they would with their CPA or Attorney. With a relationship based on trust and confidentiality, I can assist my clients in effectively protecting their assets – either family or business – which ultimately translates into peace of mind that they have the best insurance product at a competitive price. With over 34 years of experience, I can act as their Risk Manager for insurance as well as facilitate investments and assist with retirement planning. My clients always come first!* Investment and Insurance Products are not FDIC or Other Governmental Agency insured, not bank guaranteed, and may lose value. Advisory Services offered through PSA Financial Advisors, Inc, a Registered Investment Advisor Firm. Securities offered through PSA Equities, Inc, a registered Broker/Dealer, Member FINRA (www.FINRA.org) and SIPC.

Listed skills include Insurance, Property And Casualty Insurance, Employee Benefits, Professional Liability, and 13 others.