William Stanik

    Credentials:
    • LUTCF®

    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Guiding Philosophy

    My goal is to help my clients build, protect and efficiently distribute wealth. Using a comprehensive process, I analyze the current financial position of my clients and create a financial roadmap to help them identify their goals.   Through financial education, I assist my clients in implementing solutions and strategies so they can feel more confident in facing their financial future. I strive to become a lifetime resource for each and every one of my clients.

    Education           

    University of Baltimore—B.S. in Business Administration

    Broadneck Senior High School Alumnus

     

    Designations & Awards

    Life Underwriter Training Council Fellow®

    Leaders Conference 2015 - present

    Member, Million Dollar Round Table (MDRT), 2016

     

    Areas of Concentration

    Individual Retirement Planning Analysis

    Managed Accounts

    Mutual Funds Asset Allocation Analysis

    Risk Management

    Group and Individual Life Insurance

    Group and Individual Long Term Care Insurance

    Group and Individual Disability Income Insurance

    Estate Conservation Strategies

    Pension Payout Alternatives

    Charitable Giving Strategies

     

    Memberships & Affiliations

    Member of NAIFA – National Association of Insurance Financial Advisors

    Member 0f SAACC – Southern Anne Arundel Chamber of Commerce

     

    Licensing/ States            

    Series 6, Series 63 and Series 65 Securities Licenses

    Life and Health Insurance licensed / Variable Life and Annuity licensed in MD, VA, DC, and MA. Life and Variable Annuity licensed in NC.

     

    Insurance Representative of Mass Mutual. Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the Mass Mutual Financial Group. OSJ 6085 Marshalee Drive, Suite 210, Elkridge MD 21075. 443-492-6600. Mass Mutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales firms are not subsidiaries of MassMutual or its affiliated companies. L0916478894[exp0917][MA,MD,NC,VA][DC]

    See William’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023

    L0916478894[exp0917]