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Federation of Southern California Stamp Clubs
Ventura County Philatelic Society
Outstanding Associate and Top Life Insurance Producer
Student of Estate Planning
Lincoln Financial Advisors Corp
Cal State Northridge
Cal State Los Angeles
Mary Ellen Harwood -- About Us
Jerry W. Harwood, LUTCFJerry W. Harwood joined Lincoln Financial Advisors in 1990 after many years of providing insurance services to his loyal clients.Jerry is known to his clients as someone who can be trusted to make a difference in their financial lives.Jerry's loyal clients become friends and are proud to recommend him to others.Jerry's industry honors have been many.He is most proud of being a member of Lincoln Financial Advisors Top 1 %, being named Outstanding Associate and Top Life Insurance Producer for 1997.In 1999, Jerry was honored as Agent of the Year for the San Ramon Agency of Lincoln Financial Advisors.Jerry has many interests and has served as the President of the Ventura County Philatelic Society.He is an avid stamp collector.He is currently the Vice-President of Federation of Southern California Stamp Clubs.Jerry's career concentration is on wealth preservation and planning for seniors and high net worth individuals.His emphasis is in the planning areas of senior long term care and home health care.Working in conjunction with other professionals and tax advisors, he provides financial planning services and access to products for individuals and families.Graduating from Cal State Los Angeles, he earned his Masters in history from Cal State Northridge with Honors.Currently he is a student of Estate Planning and Trusts in Phoenix University Certified Financial Planning program.Walid (Wally) El-Taki, PFPWally is a 1998 graduate of UCLA Personal Financial Planning program.He is an associate of Lincoln Financial Advisors specializing in working with small business owners.Wally graduated from California Lutheran University with a degree in Business Marketing in 1994.He is an Investment Advisor Representative and enjoys providing financial planning and investment services for his clients.
"I would also like to thank the citizens who aided us in this investigation," said Harwood.
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