Experience

Waterford Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• SVP - Financial Advisor, Certified Financial Fiduciary®

  • Jan 2017 - Present

  Waterford Wealth Management, 17 W. Jefferson Street, Suite 4 Rockville, MD 20850 Office: (301)876-4282 | Cell: (240)554-5562 | Fax: (301)637-1227 jliaw@waterfordwealthmanagement.com www.waterfordwealthmanagement.com Registered Representative & Investment Advisor Representative of Grove Point Financial Inc. Securities and Investment Advisory Services Offered Through Grove Point Investments, LLC., Member FINRA, SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Poiont Investments, LLC. & Grove Point Advisors, LLC. are subsidiaries of Grove Point Financial, LLC. Waterford Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Show less


Ameriprise Financial Services Inc.
• United States
• Investment Management
• Financial Advisor

  • Nov 2008 - Jan 2017

H&R Block Financial Advisors
• Financial Advisor

  • Aug 2000 - Oct 2008


Trak Auto Corp

• Store Inventory Manager

  • Aug 1984 - Apr 2000

  Store Inventory Manager before the company was bought out and taken private Store Inventory Manager before the company was bought out and taken private