CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Financial Services Professional
Job Titles:
- Insurance and Investment Advisor Representative
Job Titles:
- Financial Services Representative
A core member of the Business Strategies Group, Mr. Troy joined First Financial Group in 1992 and built a financial planning practice with a focus on retirement plans for Maryland based businesses. In 2017, Mr. Troy became a Practice Leader for First Fiduciary Consulting, FFG's 3(21) co- fiduciary consulting firm.
Mr. Troy is a 3(21) co-fiduciary advisor on 65 retirement plan clients throughout the Mid-Atlantic United States. His clients include banks, medical practices, hospitals, construction firms, accounting firms, hedge funds, REIT's, and a long list of diverse businesses. Mr. Troy completed his undergraduate studies at Loyola University in Maryland in 1989, where he majored in Finance.
Job Titles:
- Financial Services Representative
Job Titles:
- Financial Services Professional
Job Titles:
- Founding Partner, Wealth Insight Partners
Job Titles:
- Financial Services Professional
Job Titles:
- Insurance and Investment Advisor Representative
Job Titles:
- Chief Operating Officer
- Partner
Job Titles:
- Registered Representative
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Wealth Management Advisor
Job Titles:
- Financial Services Professional
Job Titles:
- Wealth Management Advisor
Job Titles:
- Wealth Management Advisor
Job Titles:
- Financial Services Representative
Job Titles:
- Financial Services Representative
Job Titles:
- Financial Services Professional
Job Titles:
- Financial Advisor, Financial Planner, Investment Advisor Representative
Job Titles:
- Senior Financial Services Executive
Job Titles:
- CEO
- Member of the Leadership Team
Job Titles:
- Wealth Management Advisor
Job Titles:
- Financial Planning Director
Job Titles:
- Financial Advisor & Certified Family Business Specialist
Job Titles:
- Wealth Management Advisor
Job Titles:
- Financial Advisor, Brokerage Manager
With over 29 years helping his clients live their best financial lives, Mo's philosophy is simple. He teaches his clients how to maximize their financial confidence and move towards their ultimate goal of financial independence. Just married? New parents? College planning? Ready to retire? It doesn't matter where
you are in your financial journey, Mo is passionate about helping his clients define and achieve their financial goals. Throughout his career, Mo has been able to see the impact he has had on his clients' lives. The satisfaction he receives from helping families protect assets, grow wealth and achieve their financial dreams inspires him to help more families do the same.
Mo has been a member of the First Financial Group for over 24 years. He has consistently earned recognition through his former broker dealer Park Avenue Securities' and Guardian's Leaders Club and Executive Club Awards as well as many FFG service awards including Associate of the Year. Mo is a member of the Million Dollar Round Table Award (MDRT), an organization representing the world's top 4 percent of financial advisors who possess the highest standards of ethics, knowledge, service and productivity.
Mo grew up in Hingham, Massachusetts and Rockville, Maryland. He graduated from St. Mary's School, Gonzaga College High School and the University of Maryland - College Park. He lives in Chevy Chase with his wife Peggy and his children, Caroline, Grace, Quinn and his dog, Boomer. During his free time, he likes to spend time with his family in Bethany Beach or Lake Anna. He also enjoys playing golf, coaching football and basketball, fishing, hunting and going to the movies. Mo is an active member of St. Mary's Church.
Job Titles:
- Founding Partner, Wealth Insight Partners
Job Titles:
- Registered Representative
Job Titles:
- Wealth Management Advisor
Job Titles:
- Financial Services Professional
Job Titles:
- Financial Services Professional
Job Titles:
- Financial Services Professional
Job Titles:
- Chief Operating Officer
- Member of the Leadership Team
Job Titles:
- Member of the Leadership Team
- President
Job Titles:
- Financial and Special Care Planner
Job Titles:
- Financial Services Representative
Job Titles:
- Financial Services Representative
Job Titles:
- Executive Vice President
- Partner
Job Titles:
- Financial Representative, Registered / Representative, Financial Advisor
Job Titles:
- Certified Financial Planner Professional