Bea is an experienced financial advisor for over 25 years with a proven track record. She works in a fiduciary capacity with her advisory clients, Bea's clients’ interest always comes first. Bea has been working with the community and helping her clients pursue their financial goals, Bea strives to explain things in a clear and concise way for the benefit of her clients, regardless of their investment experience.
Bea’s passion is to guide her clients to their financial independence. Bea is an avid traveler, loves art and animals. Bea Lives in North Potomac, MD with her husband has two grown daughters, a cat and a dog.
Our mission at Prosperity Advisors is to offer uncompromising honesty, experience, trust, and we strive to take care of every client no matter how big or small they are.
We believe and understand that every client has unique goals and dreams. We guide our clients to make prudent investment and financial decisions through customized portfolios based on their unique needs.
We work to accomplish this mission by offering thorough, comprehensive financial plans and advisory services to help clients pursue their goals.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on personalized recommendations and impartial guidance.
Minority and Women-Owned Business
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852
Monday - Friday: 9:00 am - 5:00 pm
Saturday - Sunday: By appointment
2600 Tower Oaks Boulevard, Suite 220 Rockville, MD 20852
Maryland Financial Group, Inc. is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CA, DC, FL, MD, NC, TN, WV, VA
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