02-23-2022 Primetime Living - Flipbook - Page 31
A Special Advertising Section of Baltimore Sun Media Group | Wednesday, February 23, 2022 31
Senior debt, continued
from page 26
their emotions, but more than that, they
bring their emotional financial behaviors,
what they learned at home or through
the years that color how they manage
their resources. We guide you to the
practical side, so you can sleep better
at night.
“When we receive a call, the first thing
we do is listen. Then we listen more. We
need to know what they’re calling about
and what they really need. After that,
we assess the situation. We take a team
approach. Every call is unique as is every
person we assist.
“Everyone on our team provides an
unemotional assessment of the financial
picture, but we can only do that when we
understand where you’re coming from,
what matters most to you, your goals,
your fears. Then we review everything:
all your income, all your debts. With
numbers, it’s black and white. We’re on
your side and will help you figure out
what will work best for you.”
Most of us have a knowledge gap
when it comes to money. There are
things we know and much we don’t. It’s
really important to have a knowledgeable mentor to guide you.
As part of Shore United Bank, Oxnam
and her team are available to anyone.
“You don’t have to be a customer of
the bank,” she explains. “We offer fullservice investment and insurance solutions as well as wealth management,
corporate trustee services and trust
administration. Our team of experienced
professional advisors are dedicated to
helping our clients navigate toward their
financial goals.”
Wealth Management and Trust services are offered
through Wye Trust, a division of Shore United Bank.
Shore United Bank and Wye Trust are not registered
broker-dealers. Securities and advisory services are
offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and
SIPC). Insurance products are offered through LPL
or its licensed affiliates. Shore United Bank and Wye
Financial Partners are not registered as a broker-dealer
or investment advisor. Registered representatives of
LPL offer products and services using Wye Financial
Partners and may also be employees of Shore United
Bank. For information visit www.wyefinancial.com
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