Cady Kirkwood Rankin
(301) 798-6258 – Email – LinkedIn
EDUCATION:Frostburg State University, MBA
LICENSE(S):– Series 7, Series 66– CA Insurance Lic. # 0M29571
As an Investment Executive, Cady is dedicated to helping individuals and businesses develop financial and investment strategies and plans that line up with their needs, goals, and risk tolerance. Her mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. As a Certified Financial Planner® professional, Cady has undergone rigorous coursework and testing with a commitment to the highest level of professional standards and continuing education. She is also a Chartered Retirement Plans Specialist SM, focusing on the complex and ever-changing world of retirement plans, helping business owners and participants make the most of their retirement plans by helping them to better understand the plan and reach their goals.
In addition to her professional designations, Cady holds a Master’s of Business Administration and Bachelor's Degree in Business Administration from Frostburg State University. She also holds Series 7 and 66 registrations through LPL Financial, and Life, Health, and Annuity Licenses. Cady has worked in financial services for several years, and she is passionate about helping clients meet their financial goals. Earlier in her career, Cady worked in Economic Development for the City of Cumberland, Maryland, where she helped to create positive and lasting change in the community, and she is a member of the Rotary Club of Cumberland, Community Trust Foundation Advisory Committee, and the Western Maryland Jaycees. Outside of the office, Cady enjoys spending time with her husband, Charles, and dog, Sophie.
As life changes, your needs change, and Cady is ready to help you take control of your finances through each stage of life. Through a holistic approach, Cady is happy to help you manage everything from: college planning, retirement planning, estate planning, investment planning, and everything in between.
CA Insurance Lic. # 0M29571 Resident State: MD
CRPS conferred by College for Financial Planning.
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.