PROFESSIONAL SPECIALTIES
Financial Planning Services
Portfolio Management and access to professional asset managers
Retirement Plan Design and Implementation
Estate Planning
Long Term Care Insurance
Life and Disability Income Insurance
Business Succession Plans
Executive Compensation Design
Employee Benefits Design and Management
QUALIFICATIONS
-Branch Manager, Patterson Dental Supply Co. – PA, NJ, DE, DC, MD
-Director of Sales, BENCO Dental
-President/Owner, the W.A. Lockwood Dental Company, Inc.
-Certified Family Business Specialist, American College
-Associate of the Year, American Business Women’s Association
-Qualifying member of MDRT
-B.S., Business Management, University of Maryland
-Registered Representative, MML Investors Services, Inc.
-Licensed for Life/Health/Annuity products in PA, NJ, DE, MD, DC
PERSONAL
Resides in East Marlborough, PA with wife (Tricia) and three children (Kristin, 23; Jake, 21; Jude; 18)
Michael Nalls is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., #201, Camp Hill , PA 17011 (717) 763-7365
CRN201204-133043