Michael Mooney,Crpc Email and Phone Number
Michael Mooney,Crpc work email
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Michael Mooney,Crpc personal email
Michael Mooney,Crpc phone numbers
I have been assisting families and businesses for thirty five years of expertise in the areas of 401k plans, health and employee benefit planning, executive benefits, key person insurance and retirement planning for individuals and businesses. We serve the small and mid-sized employer marketplace with clients in many areas of the United States.I have been working with professionals and retirees with their personal financial, insurance and investment planning needs. He is active in finding solutions to long term care planning for clients as well.Michael Mooney is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Securities are offered to residents of AZ, CA, CO, CT, DE, FL, GA, MD, NJ, NY, PA, SC, TN, VA. Advisory Services offered to residents of MD. Branch Office: 7120 Minstrel Way, Suite 206, Columbia, MD 21045. Lincoln Financial Securities is not affiliated with Pilot Financial Advisors. LFS-4665648-040822
Pilot Financial Advisors
View- Website:
- pilotfinancial.com
- Employees:
- 24
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Managing PartnerPilot Financial Advisors Oct 2012 - PresentColumbia, MarylandMichael Mooney, CRPC, is a Managing Partner of Pilot Financial Advisors in Columbia, Maryland. Pilot Financial Advisors is a boutique full service financial services firm with offices in Columbia Maryland and Greensboro, North Carolina. Michael helps manage the Columbia Maryland office. As an investment advisor representative of Lincoln Financial Securities, Michael Mooney offers advisory services in the areas of executive and employee benefits, estate planning, 401k and pension services and personal financial planning.Michael Mooney started his career in 1985 with Equitable, now AXA Advisors, as a financial consultant .Over the last thirty years; Michael held positions in management and as a health insurance, 401(k) and personal investment specialist. Michael specializes in providing strategies for business owners and individuals in the 401(k) and employee benefits market and with key person and executive benefits planning. He works closely with clients with their personal, insurance, investment and financial planning services and long term care planning and insurance needs as well
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PartnerPremier Planning Group Oct 2002 - Oct 2012Columbia MarylandManaged a diverse client base of small and mid sized business owners with their healthcare, 401k and key person investment and insurance planning needs. Provided assistance to clients with their investment planning, wealth management and insurance planning needs. helped manage the Columbia office of Premier Planning Group.
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Manager/AdvisorAxa Advisors Sep 1985 - Oct 2002Managed a group of representatives and was one of the leading advisors in the marketplace in assisting business clients in the areas of executive benefits planning, 401k and retirement planning and the health care marketplace. -
Branch RepresentativeSecond National Bank Of Maryland Jun 1984 - Sep 1985Assisted Branch Manager in various functions including maximizing branch profit , assistance with deposits and loans and assistance with management of branch effectiveness.
Michael Mooney,Crpc Skills
Michael Mooney,Crpc Education Details
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Finance/Marketing -
Mount Hebron High School
Frequently Asked Questions about Michael Mooney,Crpc
What company does Michael Mooney,Crpc work for?
Michael Mooney,Crpc works for Pilot Financial Advisors
What is Michael Mooney,Crpc's role at the current company?
Michael Mooney,Crpc's current role is Managing Partner at Pilot Financial Advisors.
What is Michael Mooney,Crpc's email address?
Michael Mooney,Crpc's email address is mm****@****tfa.com
What is Michael Mooney,Crpc's direct phone number?
Michael Mooney,Crpc's direct phone number is +144353*****
What schools did Michael Mooney,Crpc attend?
Michael Mooney,Crpc attended University Of Delaware, Mount Hebron High School.
What are some of Michael Mooney,Crpc's interests?
Michael Mooney,Crpc has interest in Social Services.
What skills is Michael Mooney,Crpc known for?
Michael Mooney,Crpc has skills like 401k, Retirement Planning, Strategic Financial Planning, Life Insurance, Estate Planning, Series 7, Financial Advisory, Employee Benefits, Financial Services, Securities, Investments, Fixed Annuities.
Who are Michael Mooney,Crpc's colleagues?
Michael Mooney,Crpc's colleagues are Roger Seigler, Nicoletta Sheppard, Kathleen Roney, Stephanie Demetrelis, Anne Cooper, Iris Tigre, Christopher Roney.
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