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Alexander B

ChFC®, Series 63

Morristown, NJ

M HOLDINGS SECURITIES, Inc.

Alexander Borowiec is a financial advisor at M HOLDINGS SECURITIES, Inc. with a ChFC® designation and three years of industry experience. Prior to his current role, he worked at Madison and Main Advisors and Madison Legacy Partners, LLC. He also has a background in education, having worked full time at Lebanon Valley College for nearly two decades. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Gary B

ChFC®, Series 63, Series 65

Morristown, NJ

M HOLDINGS SECURITIES, Inc.

Gary Borowiec is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc. and has previously worked at Madison Legacy Partners, Madison & Main Advisors, and Atlas Advisory Group. Borowiec serves as Secretary for the Estate Planning Council of Northern New Jersey. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing discretionary and non-discretionary programs supported by platform providers and sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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