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Hillary L

Series 66

Ocean City, MD

Mutual of Omaha Investor Services, Inc.

Hillary Leffler is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at The Leaders Group Inc, Betz Financial Advisory, Lincoln Financial Securities, and Academy Financial. Outside of her advisory work, she owns a permanent jewelry business called Layered & Linked. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers through an approved platform with discretionary management options.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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