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Silverman Wealth Management
- 319 Mill St Stop 3
- Poughkeepsie, New York
- 12601
- Phone: (845) 452-4844
- Website
Website Links
Description
Edward L. Silverman, CLU, ChFC Edward L. Silverman formed Silverman Wealth Management in February 2002. Mr. Silverman has over 35 years of experience in the financial service field. He has been involved in professional organizations his entire career. Mr. Silverman has served as President on the Boards of: The Dutchess County Life Underwriters, The Hudson Valley CLU’s and The Hudson Valley Estate Planning Council. Mr. Silverman has also been involved in Non-Profit Organizations, serving on Boards of the United Way, the Boy Scouts of America, and the Jewish Center. He currently sits on the board of both The Bardavon 1869 Opera House and The Hudson Valley Estate Planning Council. Mr. Silverman received his CLU (Chartered Life Underwriter) designation in 1976 and his ChFC (Chartered Financial Consultant) designation in 1984. Both designations were received from the American College. Mr. Silverman is a Qualifying and Life Member of the Million Dollar Round Table. Mr. Silverman holds his Securities Licenses: Series 7, 63, and 65. He also has his New York State Life and Health Insurance License. Mr. Silverman is certified by New York State to sell the New York State Partnership for Long Term Care Insurance. Mr. Silverman is a Registered Representative of & offers Securites through Walnut Street Securities, Incorporated Maureen J. Lake, Registered Associate Maureen manages all the day-to-day operations of the office, including client related services. She also assists Mr. Silverman with Marketing and Compliance Regulations. Maureen has over fourteen years of experience in the financial and insurance industries. Prior to coming back to work for Silverman Wealth Management in March 2002, she worked for Smith Barney and Prudential Securities. She holds her Securities Licenses: Series 7, 6 and 63. Maureen also has her New York State Life and Health Insurance License. Donna L Pidala Donna has been with Silverman Wealth Management since 1989. Donna processes data downloads, specialized client reports and IT updates. Donna holds her Securities Licenses, Series 6 and 63. Donna is a Notary of Public.