For Immediate Release Contact: Kate Ennis 301 580-6726
March 19, 2007 kate@enniscommunications.com
RESEARCH
FINANCIAL SERVICES, INC. ANNOUNCES
NEW LPL WEALTH ADVISOR
ROCKVILLE, MD, March 19, 2007—Rockville-based Research Financial Strategies, Inc. (RFS)* announced today the addition of Juan R. Montermoso, CFP®, as a LPL Wealth Advisor to RFS clients
“Juan makes a great addition to our team,” said John F. Reutemann, Jr., CLU, CFP® (Jack), and founder of RFS. “His Wall Street savvy and business experience is consistent with the level of professional financial advice and wealth management we are known for.”
“I am excited about joining this experienced financial team,” said Montermoso. “I look forward to bringing to bear my expertise of integrating investments with insurance, retirement and estate planning to RFS.”
Juan comes to RFS from Smith Barney and previously was a
senior consultant with Cap Gemini, Ernst and Young, one the world’s largest
management consulting firms. He received
his Bachelor of Arts from
He joins Jack and Valerie L. Alexander, CPA, as part of the growing RFS professional team. Valerie provides a variety of services to RFS clients, including tax consultation, tax impact of financial transactions, and is a resource for other tax related issues. She was a senior tax manager with American Express Tax and Business Services where she completed her 20 plus years of experience in public accounting.
The RFS team ranks among the top LPL offices in a national network of more than 6,500 financial advisors based in more than 4,000 branch offices nationwide. RFS has been providing wealth planning, tax planning, and estate planning for generations of clients and their businesses since 1991.
For more information about RFS, please visit website at www.rfsadvisors.com or call RFS at (301) 294-7500.
*Securities offered through Linsco/Private Ledger (LPL), Member NASD/SIPC