(49 Total References)
Leadership - Baltimore Estate Planning Council
David L. Berman, CFP®, CLU®
Berman McAleer, Inc.
Executive Assistant : David L. Berman, CFPÂ®, CLUPhone - (410) 560-9960FAX - (410) 560-7992E-mail - firstname.lastname@example.org
Sharonly brings over 12 years of experience to the Berman McAleer
began and spent most of her
career with Alex Brown concentrating in the areas of Human Resources, Marketing, and Client Relations.Sharonly currently holds the Limited Securities Representative and the Uniform Securities Agent State Law licenses.She
is a Registered Representative with NFP Securities, Inc.Her
principal focus is client communication and service as well as complete administrative support to David Berman
Formula Ford 1600 Race Series
We are very pleased to be back at the Air Canada Grand Prix,î said David Berman, President of BMG, the series organizer. ìCanadian teams and drivers have much to be thankful for.
David L. Berman, CFP, CLU is a Principal with Berman McAleer.
He established his financial planning practice in 1988, which was merged into Berman McAleer in 2002 when he formed a partnership with long-time colleague and friend Joseph McAleer.
Clients benefit from a combination of his technical expertise, uncompromising client service, and a unique ability to effectively communicate complex financial concepts and motivate progress.
David holds a Bachelor of Science degree from Duke University, where he studied Behavioral Psychology, Finance and Economics.
CERTIFIED FINANCIAL PLANNERâ„¢ certification in 1993, and was admitted to the Registry of Certified Financial Planners in 1994.
is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc
, and he
also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CFC) designations.
David is the Past-President and Chairman of the Financial Planning Association of Maryland.
He has also served on the Baltimore Estate Planning Council's Board of Directors and is a regular speaker at industry conferences and meetings.
serves on the Associated Jewish Community Federation's
Investment and Planned Giving Roundtable Committees.
has been featured or quoted regularly in both the local and national media, including USA Today, The New York Times, Business Week, U.S. News & World Report, Bloomberg Magazine, CNN, CNN Money, The Baltimore Sun, Investment News, The Chicago Tribune, The Journal of Financial Planning, and The Baltimore Business Journal
David BermanBerman McAleer
...David L. Berman, CFP, CLU is President of Berman Financial Group, LLC.He
financial planning practice in Baltimore in 1988, specializing in investment, retirement, insurance and estate planning for professionals, executives and the owners of closely held businesses.Prior to founding Berman Financial Group in 1999, he was a member of First Financial Group in Towson, MD.His
clients benefit from a combination of his
technical expertise, uncompromising client service, and ability to effectively communicate complex financial concepts and motivate progress.Berman Financial Group
was named one of the top 150 wealth management firms in the country by Bloomberg Wealth Manager magazine
in 2001, one of only seven Maryland-based firms to be so honored.David
has also been recognized in Who`s Who in America and Who`s Who in Business and Finance.He
currently oversees approximately $105 million for about 240 clients. Mr. Berman holds a Bachelor of Science degree from Duke University, where he studied Behavioral Psychology, Finance and Economics.He
Certified Financial Planner (CFP) designation in 1993, and was admitted to the Registry of Certified Financial Planners in 1994.He
is also both a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC.)Mr. Berman is the current President of the Financial Planning Association of Maryland, having served on the association`s Board of Directors for the past seven years.He
is also currently serving a 2-year term on the Baltimore Estate Planning Council`s
Board of Directors.He
is a regular speaker at industry conferences, and teaches continuing education credits in both the insurance and financial planning industries.He also serves on the Associated Jewish Community Federation of Baltimore`s First Investment Committee, responsible for overseeing the charity`s endowment fund.He
is regularly quoted or featured in both the local and national media, including recent stories in U.S. News & World Report, Bloomberg Magazine, CNN, CNN Money, Investment News, The Chicago Tribune, The Journal of Financial Planning, The Baltimore Sun, and The Baltimore Business Journal
Contact David L. Berman David Berman, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.
Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor.Field Representative, The Guardian Life Insurance Company of America
(Guardian), New York, NY.PAS is an indirect, wholly owned subsidiary of Guardian.Berman Finacial Group
is not an affiliate or subsidiary of PAS or Guardian
PAS is a member NASD, SIPC. David
is licensed to sell insurance in: DC, DE, FL, GA, IL, MA, MD, NJ, NY, PA, TN, VA, WA.