Background Douglas C. Loew, CLU, ChFC Owner 302-453-0550 302-453-0529 firstname.lastname@example.org Mr. Loew has been in the financial services industry since 1971. He graduated from Morehead State University, with a Degree in Business Administration, and then attended Graduate School at Kent State University. Mr. Loew holds two designations from the American College in Bryn Mawr, PA: the Chartered Life Underwriter (CLU) designation 1983, and the Chartered Financial Consultant (ChFC) designation 1986. Mr. Loew is securities registered, having passed exams 6, 63, 7, 24, as well as the Series 65, and the Uniform Investment Advisers exam. Mr. Loew's primary focus is managing other peoples money using a combination of stocks, bonds (Core, Hi-yield, Municipal bonds), mutual funds, and ETF's. Mr. Loew also does comprehensive financial plans for individuals.Mr. Loew is licensed in life, health and Variable annuities.Mr. Loew is the owner and President of Douglas C. Loew & Associates Financial Services, which has representatives, located in New Jersey, Pennsylvania, Maryland, District of Columbia, Virginia, Ohio and Delaware. Earlier in his career, Mr. Loew was a 7-time qualifier of the Million-Dollar Round Table (MDRT).Mr. Loew has been active in company and business activities. He is or has been: Member of the Society of Financial Service Professionals (30 + yrs) Active Million-Dollar Round Table Member (7 yrs) 1973-1979 Financial Management Group, L.L.C., Chairman (15 + yrs) 1995-2010Mr. Loew lives by the code of offering prompt service, high ethical standards and quality products to his clients. To do for his clients what he would do for himself under similar circumstances. Tom Castle CLU, ChFC Investment Advisor Representative 302-453-0550 302-453-0529 email@example.com Tom has been in the financial services profession since 1977. He studied accounting and business administration at Wilmington College. Through the American College in Brynn Mawr, PA, Tom holds his Chartered Life Underwriter (CLU) designation and his Chartered Financial Consultant (ChFC) designation. In addition to his securities registration, he also is licensed for health, disability and long term care insurance. As an Investment Adviser Representative with Voya Financial Advisors, Tom’s focus is on helping clients manage their assets through money management programs, as well as risk managment utilizing insurance products. Tom is active in civic and industry activities. He is or has been:Member of the Society of Financial Service ProfessionalsMillion Dollar Round TablePast President of Newark Rotary ClubPast President of Wayside Homeowners AssociationMember of Newark JayceesYouth Soccer CoachTom believes in offering his clients prompt, courteous service, high ethical standards and quality products. Using his experience and knowledge he strives to help his clients meet their goals.