Kaitlyn "Kate" Manning


    Focus: Military, Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Group Benefits, Business Succession Planning

    Languages: English

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will help you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs

     

    My personal goal is to become a lifetime resource for each and every client.

    Education

    Rollins College 2011-2013
    Roanoke College 2013-2015

    See Kaitlyn’s Licenses and Disclosures

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    Contact Kaitlyn

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    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023

    CRN202207-267436