William (Rock) Brockman

William (Rock) Brockman

Financial Planner

As a Financial Planner, Rock employs a holistic wealth management approach.  He designs and implements strategies that are custom-tailored for his clients’ individual needs and objectives.  The majority of Rock’s clients are successful professionals, small business owners or recent retirees. 

After graduating from Princeton University, Rock spent a couple years coaching rowing.  In 1975, he joined MetLife and has over 35 years of experience in the financial services industry.  Over the years, he has taken great pride in helping individuals, families and business clients make wise financial decisions.  When not helping clients with financial matters, he enjoys cycling, reading, golf and leading a cigar smoking, beer drinking men’s book club.  Rock resides in University Park, MD with his wife and has four daughters and 7 grandchildren. 

 

Qualifications & Designations

Princeton University, A.B
CLU – Chartered Life Underwriter Designation
ChFC – Chartered Financial Consultant Designation
Qualified for Professional Achievement in Continuing Education (PACE)
American College Advanced Certificates in Estate and
Pension Planning & Financial Counseling

 

Memberships & Affiliations

Past-President – Greater Washington, DC Chapter of
Society of Financial Services Professionals
Past Director – Council of Employee Benefits Executives
Past-President - National Association of Insurance & Financial Advisors – Greater Washington
President - Helping Hands Society of NAIFA - GW
Member – Washington DC Estate Planning Council
Former Chairman of Presbyterian Church in American Retirement and Benefits Inc.
Elder – Wallace Presbyterian Church – College Park, MD

Phone (301) 354-3408
Fax (301) 519-1983