Partner7101 Wisconsin Avenue Suite 1200Bethesda, MD 20814 Phone: firstname.lastname@example.org
With over 29 years helping his clients live their best financial lives, Mo’s philosophy is simple. He teaches his clients how to maximize their financial confidence and move towards their ultimate goal of financial independence. Just married? New parents? College planning? Ready to retire? It doesn’t matter where you are in your financial journey, Mo is passionate about helping his clients define and achieve their financial goals. Throughout his career, Mo has been able to see the impact he has had on his clients’ lives. The satisfaction he receives from helping families protect assets, grow wealth and achieve their financial dreams inspires him to help more families do the same.
Mo has been a member of the First Financial Group for over 24 years. He has consistently earned recognition through his former broker dealer Park Avenue Securities' and Guardian’s Leaders Club and Executive Club Awards as well as many FFG service awards including Associate of the Year. Mo is a member of the Million Dollar Round Table Award (MDRT), an organization representing the world’s top 4 percent of financial advisors who possess the highest standards of ethics, knowledge, service and productivity.
Mo grew up in Hingham, Massachusetts and Rockville, Maryland. He graduated from St. Mary’s School, Gonzaga College High School and the University of Maryland - College Park. He lives in Chevy Chase with his wife Peggy and his children, Caroline, Grace, Quinn and his dog, Boomer. During his free time, he likes to spend time with his family in Bethany Beach or Lake Anna. He also enjoys playing golf, coaching football and basketball, fishing, hunting and going to the movies. Mo is an active member of St. Mary’s Church.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814; Phone: 301-907-9030. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.CRN202503-2125268.