Patty Almony has over 27 years in the industry. In 2012, she was named one of Baltimore Magazines Top Wealth Advisors. She met her husband Mike while attending Washington College on the Eastern Shore where she obtained a BA in business management. They have been married for 24 years and have 2 children, Sarah and Jason. She is passionate and committed and follows a disciplined process of identifying client needs and implementing financial strategies such as Financial Planning, Legacy & Estate Strategies and Risk management.
Patty holds her FINRA Series 7, 63, 65, and 26; she is a Registered Representative and a Investment Adviser Representative with Equity Services, Inc. offering securities in Maryland. She is also life and health insurance licensed in the state of Maryland