Linda enjoys building client relationships, providing superior customer service and event planning. She began her career in the banking industry working for Hartford Home Savings and Loan and preparing taxes at H&R Block. After obtaining her Master of Science Degree, she spent years holding marketing positions within several divisions of International Paper. Linda maintains her vitality by teaching and practicing hot yoga and enjoys tennis, scuba diving, golf, playing piano and is very involved in her church.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-314-PLAN today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.