Mac Bree Email & Phone Number

Financial Life Plans for today with a clear vision for tomorrow.Mac is a Financial Advisor at Diamond State Financial Group. He graduated from The University of Delaware’s Lerner College of Business with a Bachelor of Science degree in Economics. Mac currently holds his Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses. Mac works closely helping families and individuals to organize, protect, grow and preserve their wealth in order to achieve their short, intermediate, and long term financial goals. In all cases, he is able to find unique ways to help meet his client’s individual needs. He is committed to developing and maintaining long-term relationships with his clients with the goal to become their trusted life-time advisor. Mac is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.Mac is an active member of the Salesianum Alumni Association as well as a proud member of the Kappa Alpha Order Fraternity, Beta Epsilon Chapter. Mac was born and raised in Wilmington, Delaware, and still resides there today. In his spare time he enjoys staying fit, watching sports, and spending time with his family and friends.Diamond State Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Diamond State Financial Group is independently owned and operated. 1117220 02.10.2015

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint, and 10 others.