Bethesda, MD Rockledge Dr Office

Craig Smith is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at HSBC Securities and Equitable Advisors. Outside of his advisory work, he serves as a wedding officiant and pre-marital counseling facilitator. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Justin Terrell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been affiliated with Principal Securities Inc. and Principal Life Insurance Co. since 2015. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company, supporting the management of retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Beck is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Beck is also a board member of the Brighton Lakes Homeowners Association, assisting in the oversight of its management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Colleen Clements is a financial advisor with Principal Financial Services based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Clements has served as a bank and trust officer supporting Principal retirement plan accounts, bridging the insurance, broker-dealer, and bank/trust divisions of Principal. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michael Looney is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1995. Outside of his advisory role, he is a co-owner of Term Nation LLC, an LLC that holds Maryland Basketball season tickets and makes charitable donations to the university. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Thornton is a CFP® credentialed financial advisor with Principal Financial Services, based in Bethesda, MD. He has 26 years of industry experience, including roles at Principal Securities Inc. since 2009 and Principal Life Insurance Company since 2008. Thornton is also a designated bank officer supporting Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Melvin Morris Jr. is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2004. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the U.S. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.