Our Relationship with You... Jolly Owen Team Brochure

Transcription

1 Our Relationship with You... Jolly Owen Team Brochure

2 Benjamin T. Jolly, CFP, AWMA financial advisor S. Grayson Owen financial representative Industry & Community Involvement American Red Cross John Hancock s Achieving Client Excellence Qualifier Juvenile Diabetes Research Foundation Million Dollar Round Table (MDRT): Qualifying Member National Association of Insurance and Financial Advisors (NAIFA) Washington & Lee University Alumni Association: D.C. Chapter Personal Benjamin was born in Louisville, KY and raised in Atlanta, GA. He relocated to Virginia in 1998 to earn his undergraduate degree from Washington & Lee University. After graduation, Benjamin began his career with John Hancock Financial Network where he became the top producing second-year agent in the country. Benjamin currently lives in Bethesda, MD with his wife, Lauren, daughter, Morgan, son, J.P., and family dog, Charlie. Professional Credentials CERTIFIED FINANCIAL PLANNER TM Practitioner Accredited Wealth Management Advisor SM FINRA Series 6,7, 63 and 65 Licensed (DC, GA, MD, VA) Life & Health (DC, GA, KY, MD, VA) Industry & Community Involvement American Red Cross Mountaineer Alliance National Association of Insurance and Financial Advisors (NAIFA) National Foundation for Teaching Entrepreneurship Pi Kappa Alpha Alumni Ronald McDonald House West Virginia University Alumni Association Wounded Warrior Project Personal A Baltimore native, Grayson attended Mount St. Joseph High School and earned his undergraduate degree from West Virginia University. Upon graduation, Grayson began his career in the financial industry and in 2010 joined Signature Financial Partners, LLC a member of John Hancock Financial Network. Grayson currently lives in Reston, VA and is an avid traveler. Professional Credentials FINRA Series 6 Licensed (DC, MD) Life & Health (CT, DC, IL, MD, NJ, VA) Long-Term Care Insurance (MD, VA)

3 Administrative Support Gloria Fazio marketing tel: Greg Mitchell, CLU, ChFC compliance tel: Danielle K. Schill, CMFC operations tel: Karie Greenblatt new business coordinator tel: Cheryl Cooper, ACS, AIAA finance tel: Monica Lee administrative support tel:

4 The purpose of our partnership is to provide an enhanced client service model. At John Hancock Financial Network, our clients always come first. Wealth Management for Individuals A successful wealth management strategy is one that provides for you and your family today and preserves enough for future generations. Investment Management Investment Plans Asset Allocation Portfolio Analysis Charitable Gifting Strategies College Funding Retirement Strategies & Analysis 401(k) Pension Profit Sharing SEP Roth IRAs Defined Benefit Plans Protection Strategies Long-Term Care Insurance Disability Income Insurance Survivorship and Asset Protection Estate Conservation Techniques Financial Solutions for You and Your Business Working closely and building relationships with individual businesses, we are able to provide proven solutions for everyday challenges for business owners. Maximizing Tax Advantages Qualified Plans Non-Qualified Plans Developing Exit Strategies Tax Sensitive Structuring Buy-Sell Agreement Funding Key Man Insurance Managing Human Capital Group Benefits Employee Incentive Plans Key Person Protection Benefit Appreciation Programs Designing Personal Benefits Selective Benefit Plans Asset Liquidity Income Distribution

5 8607 Westwood Center Drive 3rd Floor Vienna, VA Benjamin T. Jolly, CFP, AWMA tel: S. Grayson Owen tel: Offering John Hancock Insurance Products. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor Westwood Center Drive, 3 rd Fl, Vienna VA (703) Representatives of the John Hancock affiliated companies do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance