Join us for an 'all you can eat' brunch and an interesting and informative discussion about the importance of having a financial plan, an overview of having a will and how digital assets are being treated when it comes to estate planning. The attendees are encouraged to ask questions about retirement planning, investments, budgeting, etc.
The speakers are Alexandra Jamieson from UBS, Pamela Stevens from UBS & Brooke Zweig from Gordon Feinblatt.
Location: Clyde's, 10221 Wincopin Circle, Columbia, MD 21044
Time: 11 am till 1 pm
The menu includes bacon , sausage, brunch potatoes, breakfast breads, iced tea , coffee etc.
The cost of registration is $28.
Don't miss out on this opportunity. Register now !
Pamela Stevens- Vice President Wealth Management
Pamela joined Paine Webber (now UBS) in 1993 after working for IBM marketing in both Baltimore and Atlanta. During these past 23 years, she has advised clients and managed their investments through great times and bad times.
Market volatility is both unsettling and inevitable in the realm of investing. With a long-term financial plan in place and much patience, her clients have confidence in the future.
Her bachelor’s degree in education is from Indiana University. She enjoys the theater, film, yoga, travel and her book club. Also, she is blessed with two grandsons who are growing up quickly!
Alexandra Jamieson-Financial Advisor
Alexandra has worked in financial services for over seven years. Prior to joining UBS, she was a managing partner at a firm specializing in credit union consulting and mortgage brokerage.
With clients, she emphasizes asset allocation and total portfolio management with a focus on financial planning. She holds Series 7 and 66 securities licenses as well as licenses for life insurance, long-term care and variable annuities.
She earned a bachelor's degree in Civil Engineering from the Rochester Institute of Technology. A Baltimore native and sports enthusiast, she enjoys cheering for the Orioles and Ravens with her husband and daughter.
Brooke Shemer Zweig is an Associate with the Firm's Trusts & Estates Practice Group. Brooke works closely with individuals and families to create estate plans tailored to their objectives and concerns. Because changes to tax laws and life events such as births, deaths, marriages and divorces may significantly affect an estate plan, Brooke emphasizes regular reviews and assists clients with the continuing maintenance of their plans.
Brooke has experience preparing wills, trusts, financial powers of attorney, powers of attorney for health care matters and advance medical directives. Prior to her legal career, Brooke worked as a Full Trader and Private Client Specialist at Fidelity Investments. Brooke integrates her financial services background into her estate planning practice and believes that a client's financial and estate plans should complement each other.
Brooke provides estate and trust administration services by counseling personal representatives, trustees, and beneficiaries during the settlement of an estate of administration of a trust. Prior to joining Gordon Feinblatt, Brooke was an Associate with Ober, Kaler, Grimes & Shriver and with SinclairProsser Law.