San Francisco, California
London, United Kingdom
Join us for brunch and unlimited mimosas while learning about budgeting, investing, and retirement planning. Guests will enjoy an exciting and enlightening event and will walk away with a financial planning guide. Please bring UNWRAPPED toys to donate to the Ronald McDonald House for the holidays.
**Contact a Bmore R.I.S.E. Representative to pay in cash (Advance Tickets Only)***
Speaker: Shawn Hart of Hart Wealth Strategies
Shawn Hart is a financial adviser in the Baltimore-Washington, D.C. region. He received degrees in finance/banking and accounting in December 2010 from Lincoln University. During his time there, he interned for three years on Wall Street as a stockbroker trainee at E1 Asset Management. Immediately following graduation, Shawn began his career in financial services at Merrill Lynch. Shawn currently operates his own firm Hart Wealth Strategies and is an independent adviser registered with NYLIFE Securities, LLC, with his office headquartered in Timonium, MD.
Shawn’s career is based on a work ethic that respects clients’ needs first and foremost and focuses on their long-range goals. He has grown his book of business from nothing to more than $10 million in assets under management within two and half years. He was also a qualifier for the Quality Council, which is awarded to the highest producing advisers with NYLIFE Securities LLC.
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