CONNECT

Address:

50 Carroll Creek Way, Suite 335

Frederick, MD 21701

Phone:

301.631.1207

Fax/Other:

301.631.1209

Tere D'Amato

Vice President, Advanced Planning

Advanced Planning, Commonwealth Financial Network®

  • Manages planning efforts across the spectrum of wealth management services
  • Over 20 years of experience in insurance marketing
  • Master’s degree in Financial Services, with an emphasis on Estate Planning
  • Holds FINRA Series 6, 26, and 63 registrations; CFP® certification, CLU,  and ChFC designations
  • Prior experience includes Chubb Life and MetLife
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck