Financial Advisor Brian Conrad Of Edward Jones Receives Certified Exit Planning Advisor Designation


Financial advisor Brian Conrad of the financial services firm Edward Jones in Severna Park has received the Certified Exit Planning Advisor, or CEPA, designation through the Exit Planning Institute.

This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals. The course of CEPA study expands a financial advisor's knowledge base in the following business-focused areas: exit planning considerations for business owners, the importance of business valuation, personal financial management, and estate and charitable intent strategies.

Conrad's office is located at 479 Jumpers Hole Road, Suite 202, in Severna Park. Conrad and branch office administrators Nicci DeAngelo and Melissa Hale can be reached at 410-544-8970. For more information, visit


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