Talli Oxnam's Professional Contact Details

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Location
Easton, Maryland

Talli Oxnam's Current Company Details

Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around ...
Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals.IMPORTANT DISCLOSURES 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 representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose ValueThis communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
tax efficiency
retirement planning
fiduciary services
wealth transfer
trust services
financial planning
estate planning
investment management
law practice
legal services
financial services

Talli Oxnam's Work History and Education

Wye Financial Partners
Senior Vice President and LPL Program Manager
2015 - Present

Frequently Asked Questions about Talli Oxnam


What company does Talli Oxnam work for?

Talli Oxnam works for Wye Financial Partners.

What is Talli Oxnam's role at Wye Financial Partners?

Talli Oxnam's role at Wye Financial Partners is Executive Vice President.

What is Talli Oxnam's email address?

Talli Oxnam's email address is t**@wyetrust.com.

What is Talli Oxnam's business email address?

Talli Oxnam's business email address is t**@wyetrust.com.

What is Talli Oxnam's direct mobile number?

Talli Oxnam's direct mobile number is (443) XXX-XXXX.

What industry does Talli Oxnam work in?

Talli Oxnam works in the Investment Management industry.

Who are Talli Oxnam's colleagues?

Talli Oxnam's colleagues are Christopher Parks, Tom Saxon, Lori Smith and Lora Davis.
LPL Financial Advisor
LPL Financial Advisor
Wealth Management Operations Manager
Vice President, LPL Financial Advisor

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