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VP, Wealth Advisor
VP, Sr. Wealth Management Advisor
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Estate planning may require tax and/or legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.
All investing involves risk including loss of principal. No strategy assures success or protects against loss
*Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC.
Investment Advisor Representatives conducting business as St. Mary's Financial Services offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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