Baltimore City County, Maryland, United States
A successful retirement requires planning and adapting to change. Those are the same traits I've used to develop my career at Bank of America. I saw the need for a different approach to retirement planning due to longer lifespans. Today, I help teams of financial advisors and their clients, employers, and industry groups to understand the evolving issues and their options. I'm known as a knowledgeable and engaging speaker with the ability to take what can be difficult subjects - aging, degenerative illness, etc. - and make them understandable and interesting. I also develop education materials and network to create partnerships with outside organizations focused on related topics. When I’m not working, my husband and I enjoy riding our Harley and checking out the local rock music scene. I also spend as much time as I can with my adult daughter, my grandson, playing endless games of frisbee with my border collie and cuddling with my 115 lb (lap dog) Labraheeler. SPECIALTIES: ❖ Financial Gerontology ❖ Public Speaking ❖ Training Development ❖ Wealth Management ❖ Later Life Planning CONTACT INFO: Mobile: 443-528-7899 Email: [email protected] Personal Email: [email protected]
I have combined my education, expertise and decades of experience in finance and financial services with my MS in Gerontology to become the first Financial Gerontologist working on Wall Street. As Director of Financial Gerontology at Bank of America, I deliver expertise to clients, associates, industry groups, and employers, on the topics of aging, longevity, retirement and later life planning.
I travel nationally as a speaker on longevity and successful aging. Recent topics have included working during retirement, caregiving, cognitive decline, financial exploitation of seniors, elder abuse, and financial planning,
I focused on the Mid-Atlantic Region and provided investment and retirement advice to clients.
I sold retirement planning financial service line products.