Financial Advantage Associates, Inc

Description

Address: 1803 Research Blvd # 401, Rockville, MD 20850 Hours: Closes soon: 5PM ⋅ Opens 9AM Fri Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 610-0071: : : Place name: Category: : : : Website: Website: http://www.finadvinc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 4 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for WednesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Advantage Associates, Inc. Posting publicly on the Web Write a review Reviews 4 Google reviews

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Financial Advantage Associates, Inc Employees

Employee
Years
Job
Industry
RHONDA ANDERSON-SPEIGHT RHONDA ANDERSON-SPEIGHT Washington D.C. Metro Area Details
RHONDA ANDERSON-SPEIGHT's Financial Advantage Associates, Inc Experience August 1999 - June 2008
Job Senior Business Manager at Axim Global Strategies Group, LLC
Industry Insurance
Experience
Axim Global Strategies Group, LLC   September 2013 - Present
AFLAC Supplimental Insurance   February 2011 - Present
Word Dance Theater, Inc.   November 2009 - Present
Financial Advantage Associates, Inc   August 1999 - June 2008
Howard University Department of Alumni Affairs   January 1988 - October 1997

Skills
Management, Employee Benefits, Insurance, Human Capital, Employee Wellness, Employee Engagement, Life Insurance, Health Insurance, Disability Insurance, Sales, Marketing, Training, Business Planning, Direct Sales, Long-term Care, Leadership, Customer Service, Public Speaking, Program Management, Strategic Planning

Education
Howard University School of Law   1984 — 1987
Juris Doctor (J.D.), Law

Howard University   1978 — 1984
Bachelor's Degree, Major, Criminal Justice Minor, Architecture

David Dlugacz David Dlugacz Washington D.C. Metro Area Details
David Dlugacz's Financial Advantage Associates, Inc Experience April 2010 - July 2012
Job Financial Advisor Helping Individuals and Businesses Reach Their Financial Goals.
Industry Financial Services
Experience
Blueprint Financial Strategies, LLC   January 2015 - Present
Eagle Strategies, LLC (New York Life Company)   June 2012 - Present
Financial Advantage Associates, Inc   April 2010 - July 2012
Market Groundswell, LLC   June 2009 - February 2010
Koa Sports  May 2009 - August 2009
Custom Builders USA   May 2007 - November 2008
NCQA  January 2004 - June 2006
Covance  June 2001 - February 2004
Winston Churchill High School  March 2003 - June 2003

Skills
Retirement Planning, Marketing, Investments, CRM, Sales, Finance, Small Business, Securities

Education
University of Maryland Baltimore County   1997 — 2001
Health Adminstration and Policy

John Martino, CFP® John Martino, CFP® Washington D.C. Metro Area Details
John Martino, CFP®'s Financial Advantage Associates, Inc Experience September 2009 - Present
Job Independent Financial Advisor with Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   September 2009 - Present
Navy Federal Investments & Insurance   May 2006 - September 2009
Morgan Stanley  July 1987 - December 2003
Giant Food  June 1976 - July 1987

Skills
Certified Financial..., Retirement Planning, 401k Rollovers, Estate Planning, Tax Planning, Strategic Financial..., Wealth Accumulation, Life Insurance, Long-term Care, Disability Insurance, Investments, Annuity Strategy, Portfolio Management, Asset Managment, Financial Planning, Insurance, IRAs, 401k, Roth IRA, Securities, Simple IRA, Bonds, Municipal Bonds, Stocks, Mutual Funds, ETFs, Retirement, Wealth Management, Financial Planners, Asset Management, Finance, Financial Analysis, Small Business, Investment Advisory

Education
University of Maryland College Park   1974 — 1979
BS, Business & Accounting

The Catholic University of America   1973 — 1974
Cantor Certificate, Liturgical Music

Whitman HS   1971 — 1974
HS Diploma

Jason Parfitt Jason Parfitt Baltimore, Maryland Area Details
Jason Parfitt's Financial Advantage Associates, Inc Experience May 2010 - August 2010
Job Director of Accounting at Facility Support Services, LLC
Industry Financial Services
Experience
Facility Support Services  November 2011 - Present
Northwestern Mutual  March 2011 - October 2011
Financial Advantage Associates, Inc   May 2010 - August 2010
Applied Defense Solutions  May 2009 - July 2009

Skills
Investments, Long-term Care, Microsoft Word, Mutual Funds, Portfolio Management, Securities, Finance, Equities, Access, Corporate Finance, Microsoft Excel, Entrepreneurship, Sales, PowerPoint, Project Management, Financial Markets, Life Insurance, Financial Analysis, Retirement Planning, Strategic Financial..., Research, Options, Financial Modeling, Auditing

Education
University of Maryland University College   2011 — 2014
Master of Science, Accounting and Financial Management, 3.833 GPA

University of Maryland - Robert H. Smith School of Business   2007 — 2011
Bachelor of Science, Finance, Leadership Studies, 3.55 GPA

Atholton High School   2003 — 2007
Diploma

Melissa Reaktenwalt Melissa Reaktenwalt Washington D.C. Metro Area Details
Melissa Reaktenwalt's Financial Advantage Associates, Inc Experience December 2009 - June 2012
Job Partner at Highlander Financial Group
Industry Financial Services
Experience
Highlander Financial Group   June 2012 - Present
National Council on Teacher Quality  November 2013 - October 2014
Financial Advantage Associates, Inc   December 2009 - June 2012
Navy Federal Brokerage Services  October 2008 - December 2009
Navy Federal  January 2007 - October 2008

Skills
Insurance, Financial Planning, Banking, Financial Analysis, Investments, Fundraising, Event Planning, Educational Seminars, Strategic Financial..., Business Planning, Small Business, Financial Services, Budgets, Retirement, Accounting, Securities, Risk Management, Finance, Wealth Management, Managerial Finance, Strategy, Management, Portfolio Management, Investment Strategies, Financial Advisory, Mutual Funds, Financial Planners, Estate Planning, Investment Advisory, Life Insurance, Fixed Annuities, IRAs, Collaboration

Education
Strayer University (VA)   2011 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management

Strayer University (VA)   2007 — 2010
Bachelor's Degree, Finance

Jason Silverberg, CFP®, CLU®, ChFC® Jason Silverberg, CFP®, CLU®, ChFC® Washington D.C. Metro Area Details
Jason Silverberg, CFP®, CLU®, ChFC®'s Financial Advantage Associates, Inc Experience February 2012 - Present
Job Vice President of Financial Planning at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   February 2012 - Present
Financial Advantage Associates, Inc   January 2005 - Present
Financial Advantage Associates, Inc   March 2010 - January 2012
American Express Financial Advisors  June 2004 - December 2004

Skills
Long Term Care, Disability Insurance, Estate Planning, Mutual Funds, IRA's, Bonds, ETFs, Stocks, Financial Planning, Retirement Planning, Investments, Roth IRA, 401k, Wealth, Insurance, Portfolio Management, Securities, Retirement, Wealth Management, Funding, Annuities, Tax, Financial Advisory, Asset Management, Licensing, Series 7, Investment Advisory, Financial Analysis, Retirement Income..., Asset Allocation, Employee Benefits, Options, Wealth Accumulation, Strategic Financial...

Education
University of Maryland
BS, Finance

Christine Costello Christine Costello Washington D.C. Metro Area Details
Christine Costello's Financial Advantage Associates, Inc Experience 2013 - Present
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   2013 - Present
New York Life Insurance Company  2010 - 2013
PIRL Financial   2009 - 2013
Mass Mutual  2007 - 2009
Women Business Owners of Montgomery County   2001 - 2009
Cambridge Investment Research  2005 - 2007

Skills
Investments, Financial Services, Insurance, Disability Insurance, Retirement Planning, Long-term Care, Financial Risk, Health Insurance, Medicare, Life Insurance, Customer Service, Entrepreneurship, Business Planning, Finance, Public Speaking, Nonprofits, Budgets, Management, New Business Development, Leadership, Financial Planning, Series 7

Education
University of Pennsylvania   1980 — 1986
PhD, Demography

Georgetown University   1970 — 1974
BA, Demography/Sociology

James Bradley, CFP James Bradley, CFP Washington D.C. Metro Area Details
James Bradley, CFP's Financial Advantage Associates, Inc Experience September 2011 - September 2013
Job Owner, Sr. Managing Partner at McPherson Bradley Wealth Advisors, LLC
Industry Financial Services
Experience
McPherson Bradley Wealth Advisors, LLC   September 2013 - Present
Seneca Academy  June 2013 - Present
Financial Advantage Associates, Inc   September 2011 - September 2013
Premier Planning Group  March 2010 - July 2011
Generations Financial Advisors   June 2008 - December 2009

Skills
Strategic Financial..., Investments, Estate Planning, Retirement, Investment Advisory, Life Insurance, Asset Allocation, Retirement Planning, Personal Financial..., Wealth Preservation..., Mutual Funds, Financial Planners, Portfolio Management, Financial Advisory, Securities, Financial Services, Long-term Care, Wealth Management, Small Business..., Tax Efficiency, Long Term Care Insurance, Disability Insurance, Tax-advantaged..., Asset Management, Insurance, Finance, IRAs, 401k Rollovers, Executive Deferred..., Asset Managment

Education
Salisbury University - Perdue School of Business
Bachelor of Science - Cum Laude, Financial Planning

Montgomery College
Associate of Arts and Sciences (A.A.S.), Business and Architecture

Springbrook

Darrell Sims Darrell Sims Harwich, Massachusetts Details
Darrell Sims's Financial Advantage Associates, Inc Experience January 2010 - September 2010
Job Insurance Inspector
Industry Insurance
Experience
Insurance Inspector   December 2011 - Present
Flexible Plan Investments, Ltd.   September 2010 - October 2011
Financial Advantage Associates, Inc   January 2010 - September 2010
Equity Services, Inc.   February 2008 - April 2009
MortgageIT  June 2002 - February 2008
Washington Mutual, Inc.   July 1999 - June 2002

Skills
Investments, Portfolio Management, Finance, Sales, Financial Services, Financial Risk, Financial Advisory, Asset Management, Sales Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Management, Leadership, Mortgage Banking, Credit

Education
American University - Kogod School of Business   1994 — 1996
MBA, Finance

Hartwick College   1989 — 1993
BA, Busines Management

Gary Lewis McPherson II Gary Lewis McPherson II Washington D.C. Metro Area Details
Gary Lewis McPherson II's Financial Advantage Associates, Inc Experience September 2012 - September 2013
Job Financial Advisor
Industry Financial Services
Experience
McPherson Bradley Wealth Advisors, LLC   September 2013 - Present
Financial Advantage Associates, Inc   September 2012 - September 2013
Northwestern Mutual Financial Network  May 2008 - August 2012
CUSO Financial Services  November 2007 - May 2008
Campbell and Company, Inc.   February 2002 - April 2007
Professional Management Associates, Inc. (PMA)   2000 - 2002

Education
Towson University   2000 — 2006
BS

University of Pittsburgh   1994 — 1999
BS

Matawan Regional High School   1990 — 1994

Perry Lazerus Perry Lazerus Rockville, Maryland Details
Perry Lazerus's Financial Advantage Associates, Inc Experience June 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advantage Associates, Inc   June 2011 - Present

Education
University of Maryland College Park   2007 — 2011

Jennifer Roensch Jennifer Roensch Rockville, Maryland Details
Jennifer Roensch's Financial Advantage Associates, Inc Experience September 2010 - Present
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   September 2010 - Present

Education
The University of Texas at San Antonio   1996 — 1999
BBA, International Business

Nuertingen University   1995 — 1999
Finance, Corporate Finance

Kasberg Patricia Kasberg Patricia Gaithersburg, Maryland Details
Kasberg Patricia's Financial Advantage Associates, Inc Experience June 2012 - Present
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   June 2012 - Present
Securian Financial Group  2012 - Present

Skills
Leadership, Customer Service, Investments, Finance, Strategic Planning, Financial Services, Microsoft Office, Microsoft Excel, Management, Sales Management

Education
Boston College
Bachelor's degree

Wayland High School

Jessie Echard Jessie Echard Washington D.C. Metro Area Details
Jessie Echard's Financial Advantage Associates, Inc Experience August 2012 - Present
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc   August 2012 - Present
Vintage Hotels  June 2011 - August 2011
Atlas Economic Research Foundation  April 2009 - September 2010

Education
University of Maryland College Park   2008 — 2012
Bachelor of Science, International Business

Robinson Secondary School   2004 — 2008
Advanced Diploma

Brendan Harman Brendan Harman Baltimore, Maryland Area Details
Brendan Harman's Financial Advantage Associates, Inc Experience June 2013 - May 2014
Job Assistant Vice President at MacKenzie Capital, LLC
Industry Capital Markets
Experience
MacKenzie Capital, LLC   June 2015 - Present
Financial Advantage Associates, Inc   June 2013 - May 2014
J.P. Morgan   June 2012 - August 2012
Heritage Financial Consultants LLC  May 2009 - August 2011

Education
The Johns Hopkins University - Carey Business School   2014 — 2015
Masters of Science (MS), Real Estate Development and Infrastructure

University of Maryland College Park   2009 — 2013
Bachelor of Science (BS), Finance & Management

Towson High School

Drew Brand Drew Brand Washington D.C. Metro Area Details
Drew Brand's Financial Advantage Associates, Inc Experience November 2012 - Present
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Investment Management
Experience
Financial Advantage Associates, Inc   November 2012 - Present
FedEx  March 1997 - May 2013
Nordstrom, Inc  January 1995 - January 1997

Skills
Management, Leadership, Team Leadership, Logistics, Strategy, Customer Service, Sales, Human Resources, Supply Chain Management, Process Scheduler, Operations Management, Process Improvement, Team Building, Strategic Planning, Contract Negotiation, Financial Advisory, Account Management, Microsoft Office, Business Planning, Budgets, Forecasting, Investments, Retirement, Financial Analysis, Series 7, Securities

Education
University of California, Davis
Bachelor of Science (BS)

Tamika Bishop, CFP® Tamika Bishop, CFP® Washington D.C. Metro Area Details
Tamika Bishop, CFP®'s Financial Advantage Associates, Inc Experience June 2009 - December 2011
Job Financial Planner
Industry Financial Services
Experience
NRECA  May 2012 - Present
Financial Advantage Associates, Inc   June 2009 - December 2011
MetLife  January 2006 - May 2009
KingdomTrust Capital Management, Inc   January 2004 - December 2005
NADA  January 1999 - May 2003

Education
University of Maryland College Park   1996 — 1998
Bachelor of Science (B.S.), Finance - Robert H. Smith School of Business