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Serving Those Who Serve Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Serving Those Who Serve operates in the financial services sector, offering guidance and planning support tailored to active and retired federal executives. The firm helps clients navigate benefits tied to federal employment, including the Thrift Savings Plan, disability coverage, and long-term care insurance, with an emphasis on simplifying the complexity of benefit handbooks that frequently change. Based in Rockville, Maryland, the company positions itself as an advisory ally for individuals who have dedicated their careers to public service, aiming to align their benefits with their professional responsibilities.

As a smaller independent entity connected with Raymond James Financial Services, Serving Those Who Serve serves a specialized federal workforce through a collaborative model. Its target market comprises federal officials and leaders who require expert interpretation of federal benefits to maximize their available protections and planning opportunities within the broader financial services landscape. The firm emphasizes its longstanding industry focus dating back to 1989, highlighting a commitment to personalized guidance in a niche segment of financial planning.

Find Serving Those Who Serve employees' phone numbers or email addresses

Serving Those Who Serve Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Serving Those Who Serve's Leadership

  • Stylized image of a person
    N. B.
    Programs Co-Founder & Director
    Mobile Phone
  • Stylized image of a person
    K. M.
    Director Of Relationship Management
    Mobile Phone
  • Stylized image of a person
    M. K.
    Financial Planner
    Mobile Phone
  • Stylized image of a person
    J. B. M.
    Certified Financial Planner®
    Mobile Phone
  • Stylized image of a person
    D. B.
    Administrative Associate
    Mobile Phone

Serving Those Who Serve Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Serving Those Who Serve

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    N. B.
    Programs Co-Founder & Director
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. M.
    Director Of Relationship Management
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    M. K.
    Financial Planner
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    J. B. M.
    Certified Financial Planner®
    Mobile Phone
    Aug 07, 2026
  • Stylized image of a person
    D. B.
    Administrative Associate
    Mobile Phone
    Dec 01, 2025

Frequently Asked Questions

What is Serving Those Who Serve known for?

Minus sign iconPlus sign iconServing Those Who Serve was founded in 1989 operates in the Financial Services industry. Explore Serving Those Who Serve's company overview page for more information.

What is Serving Those Who Serve's most common email format?

Minus sign iconPlus sign iconServing Those Who Serve employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Serving Those Who Serve email formats with LeadIQ.

How many employees does Serving Those Who Serve have currently?

Minus sign iconPlus sign iconServing Those Who Serve has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Serving Those Who Serve's key employees and leadership?

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As of August 2026, Serving Those Who Serve's key employees include:

  • Programs Co-Founder & Director: N. B.
  • Director Of Relationship Management: K. M.
  • Financial Planner: M. K.
  • Certified Financial Planner®: J. B. M.
  • Administrative Associate: D. B.

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