Patricia (Trish) Soto

Patricia (Trish) Soto [ChFEBC℠]

3478 Albantowne Way
PO Box58
Edgewood, MD 21040

Original Certification Date: 11/4/2011

ChFEBC℠ Number: S0P11211A

Organization: My Shepard Financial

Broker Dealer: Cambridge Investment Research

Phone: 443-372-5148
Cell: 410-652-9742


States Currently Licensed: MD, WA, VA, AZ, DE, SC, NC, GA, UT, FL, AL, PA, OH, TX

Primary Insurance: Liberty, Athene, Lincoln, America General, TransAmerica

Primary Investment: Vanguard, Fidleity, Voya and many others

Services: Comprehensive written plans for federal employees and military and gov’t contractors. Branching out to first responders and firefighters and police. Both state and city and country

Additional Information: Have been a trusted financial advisor for over 20 years

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