Our Qualifications

 

Jeffrey M. Wadsworth, President & CEO, has over 20 years of experience working with personal clients, businesses and institutions in the financial services and consulting industries. 

Education & Professional Designations:

* Bachelor of Science / Finance - Towson University

* Master of Business Administration / Finance - University of    Baltimore 

* Certified Financial PlannerTM - CFP® Board of Standards

 

Over the past 20 years, Jeff has worked in many areas of the financial services industry including banking, mortgage lending, investments, insurance, business consulting, and financial planning.  Through this wide array of exposure to the financial industry and many different types of client needs, Jeff has developed a very unique and creative set of skills and approaches that he uses to help his clients:

  • Solve complex problems and concerns
  • Reduce financial worries and stress
  • Set and achieve their most important goals
  • Create powerful legacies for their loved ones

We at WADSWORTH FINANCIAL CONSULTING, LLC look forward to the opportunity of getting to know you and becoming part of your business or personal financial consulting team.