Thad Bisselle Email and Phone Number
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We seek to know and understand your full financial situation while providing you with sound investment advice, and quality service to help you achieve your goals. We differentiate our firm by employing a holistic approach to investing as we are always striving to preserve your assets. For more info, check out our website www.libertywm.com or call 240-395-4420.Managing PartnerLiberty Wealth Management LLC2600 Tower Oaks Boulevard. Suite 220Rockville, MD 20852Office: 240.395.4420Mobile: 301.802.3517Fax: 301.222.0693thad@libertywm.comwww.libertywm.com Office of Supervisory JurisdictionKingswood Capital Partners, LLC10920 Via Frontera, Ste. 520San Diego, CA 92127Advisory services offered through Kingswood Wealth Advisors, LLC (KWA), a registered investment advisor. Securities offered through Kingswood Capital Partners, LLC (KCP), member (FINRA http://www.finra.org/ SIPC http://www.sipc.org. KWA and KCP are affiliated entities.The information contained in this message may be privileged and confidential, and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is unlawful and strictly prohibited. Neither CWA nor CCP not represent this information is complete or accurate and it should not be relied upon as such. All information is subject to change without notice. For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other non-public information in your e-mail. The information provided in e-mail or its attachments is not an official transaction confirmation or account statement. If you are a client of CWA or CCP, your official account statements are mailed to you, or made available to you electronically if you have chosen such option. In accordance with industry standards and practices, CWA and CCP retain e-mail messages for a period of time. Those messages are kept confidential in accordance with CWA’s and CCP’s privacy policy.
Liberty Wealth Management
View- Website:
- lwmgmt.com
- Employees:
- 13
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Managing Partner, Financial Advisor, Portfolio ManagerLiberty Wealth Management Apr 2018 - PresentRockville, MdI am a Managing Partner and Financial Advisor at Liberty Wealth Management and graduated from North Carolina State University with a degree in Business Management. I enjoy being a portfolio manager, assisting clients with current and future financial and investment objectives. With over 30 years of experience in the financial services industry, I specialize working with retirees and those close to retirement.My hobbies include martial arts, weightlifting and walking. I am an active… Show more I am a Managing Partner and Financial Advisor at Liberty Wealth Management and graduated from North Carolina State University with a degree in Business Management. I enjoy being a portfolio manager, assisting clients with current and future financial and investment objectives. With over 30 years of experience in the financial services industry, I specialize working with retirees and those close to retirement.My hobbies include martial arts, weightlifting and walking. I am an active member of the Church of Redeemer in Gaithersburg, MD. Show less -
Vice President, Financial AdvisorMorgan Stanley 2010 - 2018Rockville, MdSpecializing in Current and Future Investment Objectives. -
Vice PresidentUbs 2003 - 2010Bethesda, MdSpecializing in Current and Future Investment Objectives. -
Senior Vice PresidentFerris Baker Watts / Rbc 1986 - 2003Rockville, MdSpecializing in Current and Future Investment Objectives.
Thad Bisselle Skills
Thad Bisselle Education Details
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Business Management
Frequently Asked Questions about Thad Bisselle
What company does Thad Bisselle work for?
Thad Bisselle works for Liberty Wealth Management
What is Thad Bisselle's role at the current company?
Thad Bisselle's current role is Managing Partner, Financial Advisor.
What schools did Thad Bisselle attend?
Thad Bisselle attended North Carolina State University.
What skills is Thad Bisselle known for?
Thad Bisselle has skills like Portfolio Management, Investments, Strategic Planning, Investments And Objectives.
Who are Thad Bisselle's colleagues?
Thad Bisselle's colleagues are Tammy Yopconka, Ben Chunko, Rick Frable, Cfp®, Chfc, Don Plowman, Gary Mayo Cfp.
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