Broker Check

Affiliation with Grove Point Financial

April 08, 2022

It’s official! I’m now a Representative of Grove Point Financial, LLC.


I’m very excited about this new journey for me and my practice. After reviewing many firms and options for me to best serve my clients, I decided to leave PNC (a bank) after 10 years and affiliate with an independent firm - Grove Point Financial, LLC. Now, I only work for my clients and I’m no longer attached to the bank with their competing priorities. My affiliation with Grove Point allows me to benefit from their open architecture, giving me access to better technology and more investment solutions that I can leverage to help my clients achieve their financial goals.



About Grove Point Financial


Headquartered in Rockville, Maryland, Grove Point Financial LLC (Grove Point Financial) is one of the nation’s most enduring independent broker-dealer and registered investment advisor platform that was established in 1954. Over 500 financial professionals have chosen to partner with Grove Point Financial for their unique culture and personalized advisor-focused services.

Learn more about Grove Point Financial.


Protection of Client Assets


Pershing works behind the scenes on behalf of Grove Point to provide a variety of services and custody of assets. Pershing has been a leading global provider of financial business solutions for more than 80 years. They are the trusted choice of approximately 1,200 firms (including Citi, HSBC, Navy FCU), representing more than seven million investors, $2.0 trillion in global client assets, and are committed to the protection, servicing and reporting of assets for investors.


Learn more about the protection of client assets.