Michael J. Nalls, CFBS

Michael J. Nalls, CFBS

Partner

Domicile State: PA
Phone: 610-444-3344 ext. 204
Fax: 610-444-8316
E-mail:
 

Professional Specialties:

Financial Planning Services

Access to Professional Asset Managers

Business Valuation Planning

Retirement Plan Design and Implementation

Estate Planning

Long Term Care Insurance

Life and Disability Income Insurance

Business Succession Plans

Executive Compensation Design

Employee Benefits Design and Management

Professional Experience and Recognition:

Former Branch Manager - Patterson Dental Supply (PA, NJ, DE, DC, MD)

Former Director of Sales - BENCO Dental

Former President/Owner - W.A. Lockwood Dental Co., Inc.

Certified Family Business Specialist - American College

Associate of the Year - American Business Women's Assn. - 1989

Qualifying Member of Million Dollar Round Table (MDRT) - 2010

B.S. Business Management - University of Maryland

Registered Representative - MML Investors Services, LLC

Personal:

Resides in East Marlborough, PA with wife Tricia and three children - Kristen, Jake, and Jude