Financial Advantage Associates, Inc
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
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
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
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
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
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
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
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
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
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
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
Financial Advantage Associates, Inc June 2011 - Present
Education
University of Maryland College Park 2007 — 2011
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
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
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
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
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)
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