Kevin Lutz
Wealth Advisor at Sawyer Wealth Management
- Role
- Wealth Advisor at Sawyer Wealth Management
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Kevin Lutz
Experienced Wealth Advisor with a demonstrated history of working in the financial services and accounting industry. Strong financial professional skilled in Sales, Retirement Planning, Mutual Funds, and Financial Services.Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Sawyer Wealth Management and CreativeOne Securities, LLC are not affiliated.
Experience
Wealth Advisor
Jun 2020 — Present · Owings Mills, MD, US
Education
Loyola University Maryland
Bachelor of Arts, Communications/Public Relations
1991 — 1996
Skills
- Life Insurance
- Finance
- Investments
- Financial Services
- Series 6
- Asset Allocation
- Mutual Funds
- Insurance
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Management
- Series 7
- Relationship Management
- Financial Planning
- Portfolio Management
- Series 63
- Marketing
- Retirement Planning
- Financial Advisory
- Alternative Investments
- Series 65
- Sales
- 401k
- Wealth Management
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