Broker Check

Our Team

Ed Burklo AIF®

Partner

301-461-2849

[email protected]

Ed Burklo understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:Lifetime Needs AnalysisEd develops a long-term working...

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Brian R. Grimes

Partner

301-518-5609

[email protected]

Brian Grimes can help you create a financial plan, a personalized "roadmap" that can help you solve your financial concerns and achieve your short- and long-term financial goals. Brian will work one-on-one with you to understand your...

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James P. McNeill

Partner

301-717-2006

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Jim McNeill earned a degree in economics from the University of Maryland in 1987 and began his career at a large regional bank in Bethesda, Maryland upon graduation. After many years working for companies in the areas of banking,...

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Harry Swope

Financial Representative

301-471-2478

[email protected]

Harry Swope holds Series 6 and 63 designations and holds securities licenses in Maryland, Virginia, West Virginia and Pennsylvania. Harry is registered insurance agent licensed to sell life insurance, health insurance, long term care...
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