Linda has extensive experience counseling clients on portfolio construction, retirement issues, estate planning, and asset protection strategies. She frequently lectures on investment and personal finance topics for various organizations in her community. Linda Black has worked within the financial services industry since 1998 with investment and insurance companies as well as securities firms. She has a solid financial foundation, and knowing the industry from the inside out gives her a clear advantage in understanding investment products and contracts.
A proud recipient of The American College’s Chartered Financial Counselor (ChFC) designation, Retirement Income Certified Professional ( RICP) and the Global Fiduciary Steward (GFS), Linda is experienced, competent and approachable. She is licensed to practice in Alabama, California, Maryland, Ohio, Tennessee, Virginia and Washington.
Nationally recognized for Ethical Practices in the Financial Services industry:
2016 Vincent Micciche Ethos Award For Outstanding Service and Dedication in Promoting the Highest Ethical Standards in the Financial Services Industry
2017 Kalinowski Luminary Award for Outstanding Service and Inspirational Leadership in the Financial Services Industry