LPL Registered Principal and Founder

Summary 

Atlantic Wealth Management Group is an Independent Financial Planning practice designed to serve the needs of those who are looking for a seasoned professional to guide them through the maze of financial complexities. We are here to help you identify, simplify, and work towards your financial goals. We serve individuals and businesses with financial planning, risk management and 401(k) management. 

Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/ SIPC. Atlantic Wealth Management Group, LLC and LPL Financial are separate entities. 

Licensed to sell securities in the following states:  CO, FL, GA, IL, MD, NJ, NY, SC, TX, UT, VA & WA

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. 

Experience 

Atlantic Wealth Management Group, LLC, Wealth Management Advisor, LPL Registered Principal, Founder 

Charleston, South Carolina Area 

Prior to launching Atlantic Wealth Management Group, LLC in 2019 I spent eight years as a Senior Financial Advisor with Merrill Lynch Wealth Management based in Charleston, South Carolina. Prior to my time at Merrill Lynch I was an advisor with The Scarborough Group from 1996 through 2003 and I began my career at Dean Witter Reynolds Annapolis, Maryland in 1991. I hold a CRPC®, Chartered Retirement Planning Counselor, CRPC conferred by College for Financial Planning, and the Certified 401(k) Professional, C(k)P®, a designation offered by the Retirement Advisor University at UCLA Anderson School of Management Executive Education and a CPFA, Certified Plan Fiduciary Advisor through the National Association of Plan Advisors. I hold a Series 7, Series 24, Series 63 and 65 registrations through LPL Financial, and a Life and Health license. I received a Bachelor of Arts Degree in Economics from the University of Maryland, Baltimore County. Throughout my career, I have been featured in a variety of publications including the New York Times, Mutual Fund Magazine, U.S. News and World Report, The Detroit Free Press, Ticker Magazine and The Bottomline Newsletter. I was a co-host on Financial Fitness – a radio program airing in the Baltimore/Washington DC market. I have lectured throughout the country on the subject of retirement planning and 401(k) education. 

Education 

• University of Maryland Baltimore County Bachelor's Degree, Economics · (1981 - 1986)