Marianna Beddard, Aif®, Esq.

Marianna Beddard, Aif®, Esq. Email and Phone Number

CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients. @ PlayBook Advizor
Marianna Beddard, Aif®, Esq.'s Location
Port Washington, New York, United States, United States
Marianna Beddard, Aif®, Esq.'s Contact Details

Marianna Beddard, Aif®, Esq. work email

Marianna Beddard, Aif®, Esq. personal email

Marianna Beddard, Aif®, Esq. phone numbers

About Marianna Beddard, Aif®, Esq.

I love breaking down broad financial concepts and investment rules with clients as we create their personal PlayBook of actions needed to achieve their realistic financial goals. I build financial/investment PlayBooks from the Plan Sponsor level down to my Personal Individual Clients. Fees are always in mind as the goal is to maximize the Client’s PlayBook.**Standard Disclosure**Advisory services are offered by The PlayBook Advizor an Investment Advisor in the States of CA and NY.

Marianna Beddard, Aif®, Esq.'s Current Company Details
PlayBook Advizor

Playbook Advizor

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CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients.
Marianna Beddard, Aif®, Esq. Work Experience Details
  • Playbook Advizor
    Chief Executive Officer And Investment Advisor
    Playbook Advizor Oct 2021 - Present
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  • Wells Fargo Advisors
    Vice President-Investment Officer, Financial Advisor
    Wells Fargo Advisors Apr 2014 - Oct 2021
    St. Louis, Missouri, Us
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  • Giovanniello Law Group P C
    Attorney
    Giovanniello Law Group P C Aug 2013 - Feb 2014
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  • Westinghouse Lighting
    Legal
    Westinghouse Lighting 2012 - 2013
    Philadelphia, Pa, Us
    View

Marianna Beddard, Aif®, Esq. Skills

Finance Financial Advisory Wealth Preservation Planning Estate Planning Strategies Strategic Planning Mutual Funds Retirement Planning Insurance Risk Management Asset Allocation Investments Alternative Investments Research Estate Investment Planning Customer Service Social Media Trading 401k Planning

Marianna Beddard, Aif®, Esq. Education Details

  • The Catholic University Of America, Columbus School Of Law
    The Catholic University Of America, Columbus School Of Law
    Law
  • George Mason University
    George Mason University
    Administration Of Justice

Frequently Asked Questions about Marianna Beddard, Aif®, Esq.

What company does Marianna Beddard, Aif®, Esq. work for?

Marianna Beddard, Aif®, Esq. works for Playbook Advizor

What is Marianna Beddard, Aif®, Esq.'s role at the current company?

Marianna Beddard, Aif®, Esq.'s current role is CEO of PlayBook Advizor, an RIA creating personalized PlayBooks for 401k Plan Sponsors and Individual Personal Clients..

What is Marianna Beddard, Aif®, Esq.'s email address?

Marianna Beddard, Aif®, Esq.'s email address is ma****@****ors.com

What is Marianna Beddard, Aif®, Esq.'s direct phone number?

Marianna Beddard, Aif®, Esq.'s direct phone number is +131487*****

What schools did Marianna Beddard, Aif®, Esq. attend?

Marianna Beddard, Aif®, Esq. attended The Catholic University Of America, Columbus School Of Law, George Mason University.

What skills is Marianna Beddard, Aif®, Esq. known for?

Marianna Beddard, Aif®, Esq. has skills like Finance, Financial Advisory, Wealth Preservation Planning, Estate Planning Strategies, Strategic Planning, Mutual Funds, Retirement Planning, Insurance, Risk Management, Asset Allocation, Investments, Alternative Investments.

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