Nancy Groff Email & Phone Number

27 Hooks Ln., Baltimore Md 21208

Comprehensive financial planning including retirement planning, education planning, investments for both accumulation & distribution needs. Provide risk management through life insurance and long term care insurance. Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dThe Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s… Show more Comprehensive financial planning including retirement planning, education planning, investments for both accumulation & distribution needs. Provide risk management through life insurance and long term care insurance. Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dThe Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisor FP should be directed to customer.relations@equitable.com. Show less

Coordinating a staff of nine marketing specialists & suport staff, my duties included responding directly to client RFP's & preparing materials for use by the national sales & marketing staff.

Held increasingly responsible management positions in both the retail & institutional retirement areas including: Retail statement production & marketing mailing coordination; Managed development of a GUI customer relationship management system; Transitioned brokerage unit to a different clearning firm.