Investment Adviser Representative, Equity Services, Inc.
Patty Almony has over 27 years in the industry. Patty was named as a Five Star Wealth Manager by Baltimore Magazine in 2012 and 2020. 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 also specializes in working with Federal Employees with regard to their FEGLI Benefits and TSP Retirement Planning.
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, Virginia, Pennsylvania, Ohio, North Carolina, Florida, and the District of Columbia. She is also life and health insurance licensed in Maryland, Virginia, Pennsylvania, Ohio, North Carolina, Florida, and the District of Columbia.