Brian Bailey Email & Phone Number
CERTIFIED FINANCIAL PLANNER (TM) @ Maple Tree Financial
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Brian Bailey Location
- Olney, MD, US
Brian Bailey Work
- 2001 -now CERTIFIED FINANCIAL PLANNER (TM) @
- 1995 -2015 Registered Representative @ Grove Point Financial
- 1995 -2000 Benefits Advisor @ EFG Benefits
- 1986 -1991 Educational Consultant @ U.S. Dept. of Education
- 1985 -1991 Director of Orientation @
Brian Bailey Education
- Boston Institute of Finance
(Certified Financial Planner)
2006-2010 - University of Maryland
Ph.D. (Counseling & Personnel Services)
1980-1988 - State University of New York at Albany
M.S. (Counseling and Student Development)
1977-1979 - SUNY Oswego
Bachelor of Arts (B.A.) (Secondary Education and Teaching, English)
1972-1974 - State University of New York at Binghamton
(English Language and Literature, General)
1970-1972 - Thomas J Corcoran High School
High School
1967-1970
Brian Bailey Skills
- Fixed Annuities
- Life Insurance
- Small Business
- Insurance
- Disability Insurance
- FINRA
- College Savings Plans
- IRAs
- Personal Financial Planning
- Roth IRA
- Financial Planners
- Asset Allocation
- Term Life Insurance
- Wealth Management
- Retirement Savings
- Long Term Care Insurance
- Series 7
- Series 63
- Estate Planning
- Retirement Planning
- Financial Planning
- Investments
- Investment Advisory
- Financial Services
- Mutual Funds
- Retirement
Brian Bailey Summary
- Brian Bailey, based in Olney, MD, US, is currently a CERTIFIED FINANCIAL PLANNER (TM) at Maple Tree Financial. Brian Bailey brings experience from previous roles at Grove Point Financial, EFG Benefits, U.S. Dept. of Education and University of Maryland Baltimore County. Brian Bailey holds a 2006 - 2010 Boston Institute of Finance. With a robust skill set that includes Fixed Annuities, Life Insurance, Small Business, Insurance, Disability Insurance and more. Brian Bailey has 1 emails on RocketReach.
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