My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- George is active in his home community, involved with many non-profit and government boards. He is a past chair of the Frederick Community College Board of Trustees and currently chairs the Frederick Community College Foundation Board of Directors. George is involved with Hood College, active with their Board of Associates. He is a member of the Spires Brass Band Board of Directors and involved in other local community organizations.
- Wealth Management
- Retirement Planning
- Corporate Cash Management
- Business Succession Planning
- 401(k) Rollovers
- BA Management, Hood College, Frederick, MD
- Present: Financial Advisor
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.
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George Littrell III holds the following registrations:
Securities Agent: CA, CO, DC, FL, KY, MA, MD, MI, MO, NC, NH, NV, PA, TX, VA, WA, WV;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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