Ted has been working in the Financial Services Industry since 2010. He began developing a specialty in insurance, however he soon realized its relationship with Wealth Management. Ted has worked in a Financial Planning capacity at a large insurance company until coming to Gitterman Wealth Management in July of 2016.
Some of his areas of expertise include retirement planning, business/group benefits, risk management, and protection planning.
Ted regularly conducts workshops for the various entities he works with. Topics include:
- College Funding
- Investment Basics
- Raising Financially Responsible Children
- Understanding Your Paycheck
- Foundations of Estate Planning
Ted enjoys working with all types of clients, however many clients relationships have developed from his work in higher education and with various Small Business Organizations.
Ted graduated from Loyola University Maryland with a Bachelor’s of Arts. He holds his FINRA series 7, 65, 63, and life, health, & disability insurance licenses.