Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ Email & Phone Number

Washington, District Of Columbia, United States

Chief Compliance Officers of Investment Advisers (CCOs) play an important and crucial role in fostering integrity in the securities industry. They are responsible for making sure that their firms comply with the rules that apply to their operations. As part of that effort, CCOs typically work with senior corporate leadership to instill a culture of compliance, nurture an environment where employees understand the value of honesty and integrity and encourage everyone to take compliance issues seriously. CCOs of investment advisers (as with CCOs of other regulated entities) also work to prevent violations from occurring in the first place and, thus, prevent violations from causing harm to the firm, its investors, and market participants.

Laurel, Md

Providing auto insurance policies you can count on from Nationwide.Protecting your house and personal property by choosing the right coverage from Nationwide.Helping you select life insurance coverage that meets your needs, your life and your budget.Covering your business with commercial insurance from Nationwide.~Licensed in Maryland, Virginia, Washington, D.C. and Tennessee.

California, United States

Turbo Tax Live AYG - Seasonal Tax Expert (Enrolled Agent) [Tier 1 - Top 2.5% of tax preparers at Intuit]

California, United States

Turbo Tax Live- Seasonal Tax Expert [EA] (February 21-May 21) [Top 2.5% of tax preparers at Intuit]Multi-domain Expert - SelectTime TTL, Audit support, SBSEG (payroll), QBO/D (Aug-Dec '21)Mint Live Financial Expert (January 22)Mint Coach - Non-Standard Deliverable Leader (February 22)TurboTax Live - MDE-Lead Support for SBSEG, MDE Mobility, QuickBooks Live, Experts (TY21 Peak 2) focused on preflights, tools troubleshooting, and product support.Mint Financial Coach (February 22 - June 22)MDE ST Training Facilitator - Intuit Tax Academy Level 1 & 2 (July - September 22)TTBiz Welcome TPA (December ‘22)QB guided set up Jan-April ‘23

Remote

California, United States

Mint Live/Coach Pilot Mint Live Financial Expert (January 22)Mint Coach - Non-Standard Deliverable Leader (February 22)TurboTax Live - MDE-Lead Support for SBSEG, MDE Mobility, QuickBooks Live, Experts (TY21 Peak 2) focused on preflights, tools troubleshooting, and product support.Mint Financial Coach (February 22 - June 22)

Troy, Michigan, United States

AHIP Certified for 2020 & 2021 plans. Certified relationships with Aetna, United Healthcare, Humana, Anthem, and Wellcare (formally Centene & subsidiaries). Lead Team and State in Sales during 2020 AEP.

Maryland

Hires and Manages career contractors for an AA Rated Insurance Company with $30 Billion of Assets under management and directly provides training related to a broad range of superior insurance products.

Washington D.C. Metro Area

Helping you solve the toughest retirement challenges.We are committed to breaking down and simplifying the toughest retirement topics, like Social Security, health care, long-term care and income planning. We support you and your family with strategies and planning tools to help you retire successfully. With a wide variety of products and services to help meet your specific needs, we can help you plan for the future.

Greater New York City Area

Achieving Financial SuccessWhether it’s building a long-term investment strategy for retirement, saving for college, or capital preservation, at Park Avenue Securities, we provide financial advisors with the products and tools to help you step forward to take charge of your financial future and achieve financial success.

Motto: Enriching the lives of people we touch.The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the United States. Based in New York, New York, it has approximately 8,000 employees in the United States and a network of over 3,000 financial representatives in more than 70 agencies nationwide. It currently ranks 254th on the Fortune 500 list of the largest corporation in the United States. Founded in Manhattan in 1860, the company offers a wide range of insurance products and services, including life insurance, disability income insurance, annuities, investments, dental, and vision.

Bethesda, Maryland

UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT. How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 7101 Wisconsin Ave. #1200, Bethesda, MD 20814. Securities products/services and advisory services are offered through PAS, a registered broker-dealer, (301) 907-9030. Financial Representative, the Guardian Life Insurance Company of America (Guardian) New York, NY. Park Avenue Securities (PAS) is a wholly owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites,organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

9601 Swallow Point Way, Lower Level, Gaithersburg, Md 20879-1776

Provided counsel from a Macro-Economic perspective to Individuals, Families, and Businesses in matters pertaining to Investments, Insurance, Real Estate, and Mortgage options, as well as business planning and taxes.

Falls Church, Va

Performed acts as an intermediary between sellers, buyers, agents, brokers, appraisers, home inspectors, underwriters, mortgage brokers, and title attorneys in an effort to consummate real estate contracts.

Bethesda, Maryland

Tailored loans for primary home Purchases, Refinances, Construction, Home Improvement and Home Equity as well as offering solutions for Investment Properties, Debt Consolidation, Stated Income and Damaged Credit Loans.

North Potomac, Maryland

Managed a real estate team, trained and mentored agents who attempts to find sellers who wish to sell and buyers who wish to buy in an effort to close transactions for real property.

7220 Wisconsin Avenue, Suite 305

Provided insurance, investment, estate planning, charitable giving, and business planning solutions.

Chartered Financial Analyst (Cfa®), International Finance

Activities and Societies: I enrolled in the CFA program to obtain the highest set of credentials in the global investment management.

Chartered Life Underwriter® (Clu®), Advanced Insurance Applications

Activities and Societies: In-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall.

Chartered Financial Consultant®, Advanced Financial Planning

Activities and Societies: Candidates for the ChFC® designation must complete a minimum of eight college-level courses and 18 hours.

Professional Mba Candidate, Finance

Business Administration And Management, General