Bea is an experienced financial advisor for over 25 years with a proven track record. She works in a fiduciary capacity with her clients, Bea's clients’ interest always comes first. Bea has been working with the community and helping her clients reach their financial goals, Bea explains things in a clear and concise way that her clients find easy to understand.
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 accomplish this mission by offering thorough, comprehensive financial plans and advisory services to help clients achieve 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 unbiased 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
Office - 301-753-7519 Mobile -240-350-7694
Monday - Friday: 9:00 am - 5:00 pm
Saturday - Sunday: By appointment
2600 Tower Oaks Boulevard, Suite 220 Rockville, MD 20852
Office 301-753-7519 Mobile 240-350-7694
Investment Advice offered through Maryland Financial Group, Inc., a registered investment adviser.
Prosperity Advisors, Maryland Financial Group, Inc. and Charles Schwab are separate entities.
Prosperity Advisors may discuss and/or transact securities business only with the residents of the following states: CA, DC, FL, MD, NC, TN, WV, VA
Copyright © 2021 Prosperity Advisors - All Rights Reserved.