Peggy Montgomery is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor® (CRPC®) designation. She is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a portfolio manager may manage her strategies on a discretionary basis. 202-659-6071 and be sure to mention ConneXion Hub!