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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Top 30 financial advisors of 70 near 20646

Out of 400,000+ nationwide

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John L

Series 66

Mechanicsville, MD

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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Linda S

Series 66

Waldorf, MD

Edward Jones

Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Shaun K

Series 66

La Plata, MD

Edward Jones

Divorce financial planning Wealth management Government Employee Sales Professional
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Mark W

ChFC®, Series 66

La Plata, MD

Edward Jones

Retirement income strategy General retirement planning
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Keven K

Series 66

La Plata, MD

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Military & Veterans Founder/Business Owner
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David J

Series 63, Series 65

Lorton, VA

Merrill

David Jennings is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies tailored to their individual goals. Utilizing resources from Merrill Lynch and Bank of America, he provides comprehensive wealth management solutions, including investment insights, banking convenience, and lending options. David holds a Master’s Degree from George Washington University and a Bachelor's Degree from the University of Massachusetts System. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach is grounded in collaboration, focusing on creating flexible strategies responsive to changing market conditions. In addition to his professional work, David is engaged in his community, volunteering with local organizations in keeping with the Merrill tradition of community participation.

Wealth management
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Dean P

Series 66

Woodbridge, VA

Jade Financial LLC

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Christine P

CFP®, Series 66

La Plata, MD

Parker Financial, LLC

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Seddon N

Series 65

Woodbridge, VA

SCN Capital Management

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Andrea B

CFP®, Series 63, Series 65

Fort Washington, MD

Wise Financial Counsel, LLC

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