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Our Qualifications

INVEST Account Executive, Christopher D. Miller, Located at Carrollton Bank, offers a wide range of investment planning programs and services. His approach with each customer is to offer straightforward comprehensive advice in assisting with financial issues such as retirement planning, lump sum distribution, 401(k) strategies, Defined Benefit Plans, estate gifting, reducing taxes, enhancing income, growth opportunities and insurance evaluations.

With more than 20 years background in both banking and financial services, Chris has a broad understanding of financial matters. His experience will help him identify your individual needs and match them with the proper financial tools.

Today’s complex economic environment requires you to have a sound financial strategy, and because each individual situation is unique, Chris will exercise great care in guiding you through the maze of investment options that are available. Call Chris today for a FREE private consultation.

INVEST @ Carrollton Bank

4040 Schroeder Avenue

Perry Hall , Maryland 21128

410-737-7407

INVEST Account Executive, Brian Culloty, Located at Carrollton Bank, offers a wide range of investment planning programs and services. His approach with each customer is to offer straightforward comprehensive advice in assisting with financial issues such as retirement planning, lump sum distribution, 401(k) strategies, Defined Benefit Plans, estate gifting, reducing taxes, enhancing income, growth opportunities and insurance evaluations.

With more than 29 years background in both banking and financial services, Brian has a broad understanding of financial matters. His experience will help him identify your individual needs and match them with the proper financial tools.

Today’s complex economic environment requires you to have a sound financial strategy, and because each individual situation is unique, Brian will exercise great care in guiding you through the maze of investment options that are available. Call Brian today for a FREE private consultation.

INVEST @ Carrollton Bank

10301 York Road

Cockeysville, MD 21030-3207

410-737-7407

INVEST Financial Corporation’s Privacy Policy

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.