Beth Trollinger, FPQP™

Client Service Manager

As the Client Service Manager, Beth handles client requests for account changes, money transfers, and distributions. She is the chief liaison between FAI and our custodian.  Beth schedules client meetings and trains new clients on the company's online portal for their account information.  She also assists clients with estate administration and distribution needs.

Beth earned the Financial Paraplanner Qualified ProfessionalTM designation through the College of Financial Planning in 2009 and has completed advanced course work in accounting. Prior to joining FAI in 2005, Beth gained office operations and accounting experience working for several Columbia area firms.

Recent News

Recent News

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...