smallwoodassociates.com
Jennifer Duffy - Smallwood
https://www.smallwoodassociates.com/jennifer-duffy
Jenny joined the firm in July 2016 Jenny obtained a Bachelors Degree from Michigan State University with a Major in Communication and Minor in Business. She has been in the Marketing Industry for over seven years working for Financial Firms such as Abrahamsen Financial and Family Focus Financial Group. Jenny manages the Marketing initiative for Smallwood Wealth Management and Your Wealth Curve. Come & Connect With Us. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA.
smallwoodassociates.com
Arlene Dooley - Smallwood
https://www.smallwoodassociates.com/arlene-dooley
Arlene joined the firm in June 2016. She has an extensive background in finance working for RBC Wealth Management, Merrill Lynch, Deutsche Bank, Diawa Securities, and Smith Barney. Arlene is the point of contact for client coordination and scheduling. Come & Connect With Us. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
smallwoodassociates.com
Edward E. Bao Jr., CFP,®, AFI® - Smallwood
https://www.smallwoodassociates.com/edward-e-bao-jr
Edward E. Bao Jr., CFP,. In 2013, Edward received his CERTIFIED FINANCIAL PLANNER certification, exemplifying his belief in and commitment to the planning process. In order to demonstrate his ongoing commitment to his clients, he acquired his Accredited Investment Fiduciary to ensure that they were receiving fiduciary level investment management support. Edward earned his BS in accounting and is a management graduate of Seton Hall University. Come & Connect With Us.
smallwoodassociates.com
Leanne Menzel - Smallwood
https://www.smallwoodassociates.com/leanne-menzel
Leanne joined the firm in October 2007. She specializes in the processing and administrative management of investment accounts, including new business applications, existing account services, and client inquiries. She also assists in the implementation of investment strategies. Come & Connect With Us. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
smallwoodassociates.com
John P. Smallwood - Smallwood
https://www.smallwoodassociates.com/john-p-smallwood
John P. Smallwood,. John has worked with a wide range of companies and professionals, ranging from Fortune 500 to newly developed businesses. Throughout the last 45 years, he has specialized in designing overall investment strategies to help enable his clientele to achieve their full financial potential in their businesses and personal lives. John’s expertise is working with business owners and corporate executives to help reduce taxation, reduce risk while striving to protect assets. Investment Advisory...
smallwoodassociates.com
John L. Smallwood - Smallwood
https://www.smallwoodassociates.com/john-l-smallwood
John L. Smallwood, CFP. Partner at Smallwood Wealth Management. Graduate of Bentley College, BS in economics and finance. CERTIFIED FINANCIAL PLANNER certification received in 1993. Lectured at Entrepreneurs Conference by Haas School of Business, University of California at Berkeley, and Kenan-Flagler Business School, University of North Carolina at Chapel Hill. Lectured for Johns Hopkins Current Concepts in Ophthalmology. Member of Ohio National Field Advisory Board 2014-2015. Recipient of the Five Star.
smallwoodassociates.com
Smallwood Wealth Management Webinars - Smallwood
https://www.smallwoodassociates.com/smallwood-webinars
Smallwood Wealth Management Webinars. Come & Connect With Us. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Smallwood Wealth Management/Hanlon Investment Management are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
smallwoodassociates.com
Jennie Sherman - Smallwood
https://www.smallwoodassociates.com/jennie-sherman
Jennie joined the firm in October 2014. She spent a decade on the floor of the New York Stock Exchange working for CIBC World Markets. She now works closely with our clients to coordinate and manage the protection component of their financial plans and currently holds New Jersey Life & Health Insurance Licenses. Come & Connect With Us. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
