David Berger

Baltimore, Maryland Area, Maryland United States

Managing Director-Client Management

Finance / Banking / Insurance

Well-informed and involved clients are most likely to reach their goals because they understand why and how a financial plan is designed and how their assets are managed. As an advisor, my role is to provide thought provoking ideas that inform and educate clients on a range of issues enabling them to understand their financial plan. Thus, clients begin on their road to financial security sooner and with a greater likelihood to succeed.