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Michael J. Nalls CFBS®


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


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

I am a registered representative of and offer securities, through MML Investors Services, LLC. Member FINRA, SIPC ( We cannot communicate with, nor respond to requests from, users who reside in states where we are not licensed to conduct insurance and/or securities business.

Contact Michael

For information or consultation on anything, please submit the form below and I will be in contact with you as soon as possible.

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Our Office

699 Unionville Road
Kennett Square, PA, 19348
United States

Main Office Phone


Personal Desk Phone