| Our Eastern Shore, MD Team |
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Premier Planning Group
1703 Upper Millstone Lane
Salisbury, MD 21801
Phone: (410) 546-9725 |
stevesmith@premierplanninggroup.com
Mr. Smith received his Bachelor of Science
from Towson University. He entered the financial
services business in 1982. Currently residing
and working primarily in the Salisbury, Maryland
area, Smith maintains clientele up and down
the mid-Atlantic region. His focus has been
the estate and business planning needs of
business owners, professionals, and high net
worth individuals.
Steve has been successful in establishing
strong relationships with accountants and
attorneys who see his work as a piece of the
planning puzzle.
Currently, Steve is a member of the MDRT
and the National Association of Insurance
and Financial Advisors. He remains very active
in his community, serving on several boards
of local non-profits. Steve remains a member
of Salisbury Sunrise Rotary and is also very
active in a number of sports that include
tennis, biking and kayaking.
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115 West Street (Suite 200) Annapolis, MD 21401
Phone: 443.221.4011 Fax: 410.216.9515 Email: danwharris@premierplanninggroup.com
*Investments are offered through representatives of Lincoln
Financial Securities Corporation, Member SIPC, to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI,
MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI, WA,
WI & WV. Advisory services are offered to residents of the states of MD, VA & NC through representatives of Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance & annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial
Securities and Premier Planning Group are not affiliated.
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