Wealth consulting in Linthicum Heights, Maryland

Jonathan Wasey CFP is a finance institution located at 971 Corporate Boulevard in Linthicum Heights, Maryland, United States. Jonathan Wasey is an experienced LPL Financial Advisor at SECU Financial Partners, specializing in providing comprehensive financial planning services to credit union members. With over 25 years of experience in the financial services industry, Jon has worked with high net worth clients at BB&T and SunTrust before joining SECU Financial Partners. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds various registrations and licenses in the financial field. Jon is dedicated to helping SECU members achieve their financial goals through strategic planning and personalized advice. He is passionate about assisting clients with retirement planning, investment management, and estate strategies. Jon and his family reside in Clarksburg, Maryland, and enjoy outdoor activities together. At Jonathan Wasey CFP, a team of consultants is available to guide you through the financial planning process and address any questions you may have. The institution has a partnership with LPL Financial LLC to provide referrals, creating a conflict of interest that is disclosed on their website.

Leslie McElwain, located at 971 Corporate Boulevard in Linthicum Heights, Maryland, is a finance institution with Leslie Jurado as the LPL Financial Advisor for SECU Financial Partners. With 14 years of experience in Financial Services, including 10 years in wealth management, Leslie is dedicated to helping clients achieve their retirement goals. The team at Leslie McElwain focuses on providing a holistic approach to financial planning, working closely with credit union members to support their financial objectives. Leslie, a native of Maryland, resides in Frederick with her fiancé Richard, enjoying local activities like attending concerts, sporting events, and visiting wineries and breweries. As a Ravens fan herself, Leslie is passionate about providing excellent customer service to SECU members.