Profile
First Name
Hunter
Last Name
Looney, AIF®
Professions
Retirement Planning (401Ks)
Industry
Finance
Chapter
B2B Frederick
Member Role
B2B Member
Member Bio
-Graduated from Furman University with a degree in Information Technology
-Worked as a financial planner at Morgan Stanley from 2017-2019
-Worked as a Retirement Plan Specialist at Northwestern Mutual from 2019-2022
-Started with Ford & Associates at Principal Securities in 2022 as a Financial Advisor
-I enjoy the outdoors, sporting clays, and spending time with my church community and family.
-Worked as a financial planner at Morgan Stanley from 2017-2019
-Worked as a Retirement Plan Specialist at Northwestern Mutual from 2019-2022
-Started with Ford & Associates at Principal Securities in 2022 as a Financial Advisor
-I enjoy the outdoors, sporting clays, and spending time with my church community and family.
Contact Details
Company Details
Company Name
Ford & Associates
Job Title
Financial Advisor
Street:
100 N. Pitt Street, Suite 400
City:
Alexandria
State:
Virginia
Zip code:
22314
About Us
We seek to help businesses have a better understanding of their retirement benefits and be their advocate in the marketplace. We do so by offering vendor management services, benchmarking reviews, investment committee meetings, and education sessions with their participants.
We try to make sure that the solution fits the specific needs of the client. No one plan is the same and therefore no one solution works for every sponsor.
We try to make sure that the solution fits the specific needs of the client. No one plan is the same and therefore no one solution works for every sponsor.
Services Provided
Plan Design
Vendor Management
Plan Oversight
Employee Engagement
Monitoring and Measurement of Plan Metrics
Assistance in Administrative Tasks and Fiduciary Responsibilities
Vendor Management
Plan Oversight
Employee Engagement
Monitoring and Measurement of Plan Metrics
Assistance in Administrative Tasks and Fiduciary Responsibilities
Ideal Customers
Companies that are looking to elevate the experience of their retirement benefits package. A company from $0-$25 Million in assets for their plan is where are able to help the most. We are a great fit for anyone who has a gap or needs a review for any of the services we offer.
Employee Count of Clients
50-250
Revenue Size of Clients
$1M-$15M