My BIO - Accolades

 Ivan B. Alexander ("Ivan") has a Masters of Science Degree from the University of Maryland - Graduating in 2001 majoring in Financial Services. Prior to that he attended George Washington University, Washington DC achieving a BS Degree in Civil Engineering in 1975. 

Ivan has a long-time working relationship in consulting with professionals as well as a diverse number of business owners on all types of insurance, financial services, Fixed¹ and Variable² annuities, retirement/estate and gift planning. His emphasis always centered upon the owners themselves, while taking into account the best interest of their respective businesses. After working with Ivan for a short while one realizes that he is a master study of the fore mentioned fields, bringing them to the required comfort level; that they made the right choice in selecting him as the architect for planning their future.     

 
A former successful business owner of a construction company, Ivan has experienced first- hand the perils and successes of running a small business. This experience affords him the unique ability and insight into understanding and assessing where you presently are, and carefully helping you crystallize your objectives and goals as to where you want and need to be in the future.
 
Ivan prides himself in forever attending special classes nationwide and participating in numerous seminars annually in an attempt to continually educate himself, being contentious in keeping abreast of all new developments in his broad scope of services to his clients.  Bringing to you the vast knowledge necessary in making the right decisions; in what is a forever changing and difficult environment.
 
Testimonials and personal references upon request.
 
Please call us. A free professional consulting session and assessment awaits you, without any obligations whatsoever! 1.301.581.4113


 
¹Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), a wholly owned subsidiary of New York Life.
²Offered By NYLIFE Securities LLC (member FINRA/SIPC)

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