Patsy Stullenbarger,&#160;CFP<sup>&#174;</sup>

Patsy Stullenbarger, CFP®

First Vice President - Investment Officer

(301) 798-7184 – Email

EDUCATION:
Frostburg State University, MBA

LICENSE(S):
– Series 7, Series 8, Series 31, Series 63, Series 65
– CA Insurance Lic. # 0L85725

For over 37 years, Patsy Stullenbarger has dedicated her career to advising her clients to reach their financial goals by providing personalized advice. To Patsy, every client is unique, propelling her to deliver tailored advice while supporting her clients throughout their financial decisions.  

Patsy chose to work in the financial industry in pursuit of helping individuals and families attain new levels of sustained success. Her career started thirty-seven years ago and she gives well deserved credit to Larry Boggs for teaching her the nuances of being an exceptional financial advisor. Patsy continues to achieve great results by guiding her clients through her long-term and holistic approach.

Patsy holds a Bachelor’s of Science in Accounting from Frostburg State University. She is a designated Certified Financial Planner®, which requires rigorous coursework and continuing education. 

When Patsy is not busy in the office you may find her outdoors with her family in beautiful Maryland. Her favorite past-time is camping with her husband, Alan and their children, Tyler, Briley and Claire.


CA Insurance Lic. # 0L85725
Resident State: MD

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Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.

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We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.

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Wealth management strategies to grow, preserve and transfer wealth.

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