David Sloper Email & Phone Number
Financial Planner @ StoneBridge Advisors, Inc.
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David Sloper Location
- Ellicott City, MD, US
David Sloper Work
- 2017 -now Financial Planner @
- 2014 -2017 Financial Planner @ Sloper and Weinstein
- 1996 -2014 Financial Advisor @
David Sloper Education
- Towson University
Bachelor of Science (I am an active member of the Baltimore Estate Planning Council.)
1986-1990 - Mt. Hebron High School
- Certified Financial Planner, CFP(R)
David Sloper Skills
- Retirement Planning
- Retirement
- Wealth Management
- Strategic Financial Planning
- Disability Insurance
- Fixed Annuities
- Finance
- Estate Planning
- Investments
- Asset Allocation
- 401k
- Financial Services
- Insurance
- Financial Planning
- Securities
- Long Term Care Insurance
- Employee Benefits
- Succession Planning
- Group Benefits
- Annuities
- Strategic Financial
- Financial Reporting
- Supply Chain Management
- Microsoft Office
David Sloper Summary
- David Sloper, based in Ellicott City, MD, US, is currently a Financial Planner at StoneBridge Advisors, Inc.. David Sloper brings experience from previous roles at Sloper and Weinstein and Lincoln Financial Advisors. David Sloper holds a 1986 - 1990 Bachelor of Science in I am an active member of the Baltimore Estate Planning Council. @ Towson University. With a robust skill set that includes Retirement Planning, Retirement, Wealth Management, Strategic Financial Planning, Disability Insurance and more. David Sloper has 2 emails and 3 mobile phone numbers on RocketReach.
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