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Certified Financial Planners in Maryland

Certified Financial Planners in Baltimore, MD

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250 results found

Eric Brotman Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
President & Managing Principal at Brotman Financial Group, Inc., Member at The Center Club,...
Title:
President & Managing Principal, Brotman Financial Group, Inc.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Brotman Financial Group, Inc. President & Managing Principalsince Oct 2003The Center Club Membersince Jan 2005
Skills:
Retirement Planning, Estate Planning, Wealth Management, Asset Managment, Strategic Financial...
Full Profile

Matthew Schultz Baltimore, MD

Professions & Specialties

Certified Financial Planner • Banker • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Financial Management Analyst • Advisor • Business Specialist • Financial Manager • Operations Manager • Business Administrator • Managers • Master of Business Administration • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Channel Development Advisor at PNC Wealth Management
Title:
Channel Development Advisor and Certified Financial Planner at PNC Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Banking
Work history:
PNC Wealth Management - Baltimore, Maryland AreaChannel Development Advisorsince Oct 2011M&T Bank - Hunt Valley, MDRelationship Banker IV/Business Banking Specialist/Financial SpecialistJul 2007 - Sep 2011
Full Profile

Gary Williams Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Manager • Chief Executive • Corporate Executive • Financial Manager • Operations Manager • Advisor • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO at Williams Asset Management
Title:
President and CEO, Williams Asset Management, CERTIFIED FINANCIAL PLANNER™ certificant, Investment Advisor
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Williams Asset Management - Columbia, MarylandPresident & CEOsince Jul 1993
Skills:
Wealth Management, Investment Advisory, Estate Planning, Asset Management, Retirement, Securities,...
Certifications:
Certified Financial Planner(TM) certificant, Certified Financial Planner Board of Standards
Accredited Investment Fiduciary, FI360
Full Profile

Gregory Ostrowski Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Scarborough Capital Management, Inc.
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Full Profile

Kelly Heffner Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Master of Business Administration • Certified Nurse Aide • Nurse • Nursing Assistant • Nurse Practitioner • Advertising Professional • Advertising Sales Agent • Project Consultant • Advisor • Operations Manager • Corporate Executive • Founding Member • Dermatologist Assistant • Independent Business Owners

Experience & Education

Position:
Owner at KBH Communications, LLC
Location:
Baltimore, Maryland Area
Industry:
Marketing and Advertising
Work history:
KBH Communications, LLC - Greeencastle, PAOwnersince May 2012Independent Contractor Project Consultant2007 - May 2012
Full Profile

Colin Meeks Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Counselor • Security • Advisor • Owner • Chief Executive • Financial Manager • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Complete Money Management, Registered Representative at LPL Financial
Title:
Registered Representative at LPL Financial
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Complete Money Management Ownersince 1999LPL Financial - Baltimore, Maryland AreaRegistered Representativesince Dec 2012
Full Profile

Lyn Hopkins Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Board Member • Operations Manager • Chief Executive • Financial Manager • Management Team Executive • Advisor • Assistant to the President • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Operations at Hopkins Investment Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Hopkins Investment Management Director, Operationssince Jan 2005The Council of Insurance Agents & Brokers - 701 Pennsylvania Ave, Washington DCExecutive Assistant to the PresidentOct 2003 - May 2005
Full Profile

Adam Freeland Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Project Managers • Training and Coaching Professional • Professional Development Teacher • Managers

Experience & Education

Position:
Certified Financial Planner at Harford Financial Group, Member at Business Network International,...
Title:
Certified Financial Planner at Harford Financial Group
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Harford Financial Group Certified Financial Plannersince Aug 2006Business Network International Membersince 2006
Skills:
Team Building, Training, Coaching, Leadership Development, Public Speaking, Process Improvement,...
Full Profile

Eric Kruk Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Sales Director • Operations Manager • Sales Manager • Financial Manager • Advisor • Representative • Office Assistant • Office Clerk • Clerical Specialist • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Legg Mason
Title:
Director at Legg Mason Global Asset Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Legg Mason - http://www.linkedin.com/in/erickrukDirectorsince Mar 1998EJM Publication - Fallston, MDOffice ManagerJun 1990 - 1996
Full Profile

Pamela Gilmour Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor

Experience & Education

Position:
Certified Financial Planner, Owner at Financial Fitness
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Financial Fitness - 305 W. Chesapeake Avenue, Suite 208, Towson, MD 21204Certified Financial Planner, Ownersince Apr 2010Wealth Advocacy Partners - 954 Ridgebrook Road, Sparks, MD 21152Certified Financial planner, Owner of financial planning practiceOct 2002 - Apr 2010
Full Profile

Gerri Diamond Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner/ Retirement Specialist at WABC Welath Management Services
Location:
Baltimore, Maryland Area
Industry:
Accounting
Work history:
WABC Welath Management Services Certified Financial Planner/ Retirement Specialistsince 1995
Full Profile

Lorraine Pontillo Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Employed
Title:
Certified Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Employed Certified Financial Plannersince Jan 2006
Full Profile

James Lillie Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Management Analyst • Advisor • Analysts • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Merrill Lynch Senior Financial Advisorsince Jan 2009Morgan Stanley First Vice PresidentJul 2001 - Jan 2009
Full Profile

Katherine Paal Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Master of Business Administration • Financial Manager • Chief Executive • Floral Designer • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Certified Financial Planner at Heritage Financial Consultants
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Heritage Financial Consultants Certified Financial Plannersince Jan 2004Johns Hopkins University Faculty Associate1992 - 2008
Skills:
Retirement planning for business owners/executives and members of the health care profession
Full Profile

Nicolas Abrams Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM) at AJW Financial Partners LLC, General Agent at Aviva Life...
Title:
President and CEO at AJW Financial Partners LLC
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
AJW Financial Partners LLC CERTIFIED FINANCIAL PLANNER (TM)since Feb 2009Aviva Life Insurance Company - Baltimore, Maryland AreaGeneral Agentsince Feb 2009
Full Profile

Ann Crehan Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Associate Director, Financial Planning at Edelman Financial Services, Certified Financial...
Title:
Associate Director, Financial Planning at Edelman Financial Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Edelman Financial Services Associate Director, Financial Planningsince Aug 2010CFP(r) Certified Financial Planner(r)since Mar 2002
Full Profile

David Hillery Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Representative • Sales Agent • Client Manager • Client Service Officer • Financial Analyst • Customer Service • Financial Manager • Advisor • Software Developers

Experience & Education

Title:
Sales Representative at DeVere Insulation
Location:
Baltimore, Maryland Area
Industry:
Building Materials
Work history:
Envision Financial Systems Client ManagerNov 2012 - Jun 2013Scarborough Capital Management Financial Analyst/CERTIFIED FINANCIAL PLANNER™Feb 2002 - Feb 2012
Skills:
Financial Analysis, Financial Modeling, Project Management, Requirements Gathering, Business and...
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards
Chartered Retirement Planning Counselor (CRPC®), The College For Financial Planning
Full Profile

Stephen Goldstein Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Business Administrator

Experience & Education

Position:
Senior Vice President / Wealth Management at Janney Montgomery Scott
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Janney Montgomery Scott Senior Vice President / Wealth Managementsince Apr 2009
Full Profile

Jonathan Herndon Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Graphic Design Specialist • Graphic Designer • School Principal • School Administrator • Educational Manager • Production Manager • Production Director • Financial Manager • Marketing Manager • SEO Specialist • Web Marketer

Experience & Education

Position:
Principal at Forge Creative LLC, Graphics & Production Manager at Insurance & Financial...
Title:
Solution Driven Graphic Design & Production
Location:
Baltimore, Maryland Area
Industry:
Graphic Design
Work history:
Forge Creative LLC - Baltimore, Maryland AreaPrincipalsince 1996Insurance & Financial Advisor | IFAwebnews.com - Baltimore, Maryland AreaGraphics & Production Managersince Apr 2007
CFP
Full Profile

Gus Alivizatos Baltimore, MD

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Examiner • Inspector • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • IT Specialist

Experience & Education

Position:
Examiner at Red Vision Systems, Inc.
Title:
at Red Vision Systems, Inc.
Location:
Baltimore, Maryland Area
Industry:
Real Estate
Work history:
Red Vision Systems, Inc. Examinersince Nov 2010Solo Practice Estate PlannerJan 2002 - Apr 2009
Languages:
Greek
Full Profile

Chad Twigg Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Electrican at The CFP Group
Location:
Baltimore, Maryland Area
Industry:
Design
Work history:
The CFP Group Electrican
Full Profile

Keith Murray Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, CFP® at Chapin Davis
Title:
Vice President at Chapin Davis
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Chapin Davis - Cross KeysVice President, CFP®since Nov 2009Merrill Lynch Financial AdvisorJan 2005 - Nov 2009
Full Profile

Lee Abramovitz Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advocate • Jurist • Legal Counsel • Financial Manager

Experience & Education

Position:
CFP at LPL, Abramovitz Wealth Management at Self Employed
Title:
Financial Professional
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
LPL CFPsince 2009Self Employed Abramovitz Wealth Managementsince Jun 2008
Full Profile

Jeremy Kober Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Associate • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER - Private Wealth Management - The Pearce Group at Merrill Lynch
Title:
CERTIFIED FINANCIAL PLANNER at Merrill Lynch
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Merrill Lynch - Towson, MarylandCERTIFIED FINANCIAL PLANNER - Private Wealth Management - The Pearce Groupsince Aug 2010RBC Wealth Management Senior Financial AssociateMar 2009 - Aug 2010
Full Profile

Michael Sommerfield Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial, CFP®, CRPC®
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jul 2002Edward Jones Financial AdvisorDec 2000 - Jul 2002
Skills:
Series 7, Certified Financial Planner, CRPC, Estate Planning, Investment Management
Full Profile

Linda Tice Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Adjunct Instructor • Lecturer • Postsecondary Teacher • Financial Manager

Experience & Education

Position:
Wealth Management Advisor at PSA Insurance & Financial Services, Adjunct Faculty at Community...
Title:
Certified Financial Planner at PSA Insurance & Financial Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
PSA Insurance & Financial Services Wealth Management Advisorsince Sep 1997Community College of Baltimore County - Baltimore, Maryland AreaAdjunct Facultysince Jun 2005
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Certified Running Coach, Road Runners Clubs of America
Full Profile

Jason Sarratea Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™* Professional at Morgan Stanley Wealth Management
Title:
Financial Advisor*, CERTIFIED FINANCIAL PLANNER™* Professional at Morgan Stanley Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 650 South Exeter Street Baltimore MD 21202CERTIFIED FINANCIAL PLANNER™* Professionalsince Jun 2009Smith Barney - 650 S. Exeter Street Baltimore MD 21202CERTIFIED FINANCIAL PLANNER™ ProfessionalFeb 2006 - Jun 2009
Languages:
Spanish
Full Profile

Lisa Hayes Baltimore, MD

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Planner • Team Member • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers

Experience & Education

Position:
SVP / Senior Wealth Planner at PNC Wealth Management
Title:
Senior Vice President / Senior Wealth Planner at PNC Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Banking
Work history:
PNC Wealth Management SVP / Senior Wealth Plannersince Mar 2007Mercantile-Safe Deposit & Trust Company - Baltimore, Maryland AreaVice President - Estate PlannerMar 1996 - Mar 2007
Certifications:
Certified Public Accountant, North Carolina State Board of Certified Public Accountant Examiners
Juris Doctor, Maryland Court of Appeals
Full Profile

Andy Hosse Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Health Support Worker • Healthcare Support

Experience & Education

Position:
CPA/CFP(r) at Hosse Financial Services
Location:
Baltimore, Maryland Area
Industry:
Accounting
Work history:
Hosse Financial Services CPA/CFP(r)since Apr 1994
Skills:
Government contractors, non-profits, corporate and individual income tax preparation, Audits of...
Full Profile

Anne Pluta Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Manager • Financial Manager • Marketing Administrator • Retail Design Architect • Product Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Investor • Student Worker

Experience & Education

Position:
Marketing Manager at Certified Financial Planner Board of Standards, Inc.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Certified Financial Planner Board of Standards, Inc. Marketing ManagerT. Rowe Price Associates, Inc. Intern, Retail Marketing, Individual Investor Group, Core Products ManagementMay 2007 - Dec 2007
Skills:
Market research, data analysis, competitive intelligence, business development strategy
Full Profile

Ben Proctor Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Region Manager • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
CFP®, Senior Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
CFP® - Senior Vice President, Financial Advisor at Morgan Stanley
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management CFP®, Senior Vice President, Financial Advisorsince Nov 2000Bank One Regional DirectorJan 1994 - Nov 2000
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP® Board of Standards, Inc.
Full Profile

Jeremy Schwendeman Baltimore, MD

Professions & Specialties

Financial Consultant • Portfolio Manager • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor/ Portfolio Manager/ High Net Worth Advisory/CFP® at Morgan Stanley Smith Barney
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Sep 2011Merrill Lynch - Baltimore, Maryland AreaFinancial AdvisorApr 2008 - Sep 2011
Full Profile

Ed Von Lange Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ at Foundation Financial Advisors, Inc.
Title:
Personal Wealth Advisor
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Foundation Financial Advisors, Inc. - Ellicott City, MDCERTIFIED FINANCIAL PLANNER PROFESSIONAL™since Jan 2012The Advisors PresidentApr 1998 - Dec 2009
Full Profile

Norman Townsend Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Customer Service

Experience & Education

Position:
Account Executive at Fidelity Investments
Title:
Certified Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Fidelity Investments Account Executivesince Feb 2011Wells Fargo Advisors, LLC Financial AdvisorMar 2006 - Feb 2011
Full Profile

Russell Weber Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Investments, Certified Financial Planner at UBS Wealth Management
Title:
Senior Vice President - Investments Certified Financial Planner at UBS Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
UBS Wealth Management Senior Vice President - Investments, Certified Financial Plannersince Mar 2009Legg Mason Wood Walker, Inc. Financial AdvisorJan 1994 - May 2005
Full Profile

Brandon Park Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at UBS
Title:
UBS Financial - Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
UBS CERTIFIED FINANCIAL PLANNER™since Nov 2010Merrill Lynch Financial AdvisorMay 2006 - Nov 2010
Skills:
Financial Modeling, Series 7
Full Profile

Edith Cord Baltimore, MD

Professions & Specialties

Financial Adviser • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Professor • Author • Financial Manager

Experience & Education

Position:
College professor, Financial Adviser, Author at edith m. cord, CFP
Location:
Baltimore, Maryland Area
Industry:
Writing and Editing
Work history:
Edith m. cord, CFP - Columbia, MDCollege professor, Financial Adviser, Authorsince 1985
Full Profile

Alphonsus Ogbaekwe Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Business Consultant • Counselor • Advisor • Chairperson • Chief Executive Officer • Financial Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
President/CEO at Great Lakes Global Enterprises, LLC
Title:
MBA, CFP & EA - Business Consultant & Risk Management
Location:
Baltimore, Maryland Area
Industry:
Accounting
Work history:
Great Lakes Global Enterprises, LLC - Baltimore, MarylandPresident/CEOsince Sep 1997
Skills:
Strategic Planning, Accounting, High-growth, Bookkeeping, Auditing, Team Building, IIA Standards,...
Full Profile

Benjamin Hoffman Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Vice President, CFP® at Ameriprise Financial Services Inc., Financial Advisor at...
Title:
Associate Vice President, Financial Advisor, CFP®, Ameriprise Financial Services, Inc.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services Inc. Associate Vice President, CFP®since 2008Ameriprise Financial Services Inc. Financial Advisorsince Sep 2001
Skills:
Retirement Planning, Series 7, Estate Planning, Investment Management
Full Profile

Brian Rosenbaum Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Melnick - Rosenbaum Group
Title:
Certified Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Melnick - Rosenbaum Group Partnersince May 2002Capital Financial Partners, LLC Registered Principle - Compliance and Investment SpecialistMay 2002 - Dec 2008
Full Profile

Nick Macechko Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Vice President • Chief Executive • Financial Manager • Account Representative • Client Service Officer • Customer Service • Advocate • Jurist • Legal Counsel • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President, Private Banking at M&T Bank / Wilmington Trust Wealth Advisory
Title:
Vice President, Private Banking Wilmington Trust Wealth Advisory Services
Location:
Baltimore, Maryland
Industry:
Banking
Work history:
M&T Bank / Wilmington Trust Wealth Advisory Vice President, Private Bankingsince Nov 1997Chesapeake Securites Research Corporation - Towson, MDAccount RepresentativeFeb 1992 - Nov 1997
Languages:
English
CFP
Full Profile

Kurt Overton Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor, CFP®* at Morgan Stanley Smith Barney
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Baltimore, Maryland AreaFinancial Advisorsince Jul 2005Cintas Branch ManagerOct 1999 - Jul 2005
Full Profile

John Magiros Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
CFP ®, Financial Planning Specialist for the Leibowitz-Magiros Group at Morgan Stanley Smith Barney
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP ®, Financial Planning Specialist for the Leibowitz-Magiros Groupsince May 2006
Full Profile

John Pie Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Owner • Board Member • Chairperson • Financial Manager • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Position:
Principal and Owner at John L. Pie, P.C.
Title:
CPA / CFP
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
John L. Pie, P.C. Principal and Ownersince Jan 1990Alzheimer's Association National Board Member1994 - 2002
Full Profile

Sue Slowinski Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager • Independent Consultant • Analyst • Counselor • Advisor • Analysts

Experience & Education

Title:
CPA, CFP at Carlozo & Company, P.A.
Location:
Baltimore, Maryland Area
Industry:
Accounting
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Laurette Dearden Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Owner at Laurette M. Dearden, CPA, CFP
Title:
Laurette M. Dearden, CPA, CFP
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Laurette M. Dearden, CPA, CFP Owner
Skills:
Tax Preparation
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Anna Sergunina Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Security • Model • Master of Science • Sales Representative • Student Worker • Market Research Analyst

Experience & Education

Position:
Ambassador at College Savings Plans of Maryland, Certified Financial Planner at MainStreet...
Title:
Certified Financial Planner at MainStreet Financial Planning, Inc
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
College Savings Plans of Maryland Ambassadorsince Sep 2007MainStreet Financial Planning, Inc Certified Financial Plannersince Jul 2006
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Laurie Lynch Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Business Manager • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Financial Manager • Operations Manager • Hospitality Manager • Tourism Professional • Hospitality Professional • Management Team Executive • Sales Representative • IT Specialist

Experience & Education

Position:
Client Services and Office Manager Financial Services at Middleton Gardiner Group, LLC
Title:
Operations, Financial Services, Client Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Middleton Gardiner Group, LLC Client Services and Office Manager Financial Servicessince 2009Create A Scene Business Manager2005 - 2008
a CFP
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Paul Sortino Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Junior Partner at Worthington Financial Partners
Title:
Paul Sortino, CFP®
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Worthington Financial Partners - Hunt Valley, MDFinancial Advisor - Junior Partnersince Aug 2006
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Fred Casper Baltimore, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER at Ameriprise Financial
Location:
Baltimore, Maryland Area
Industry:
Financial Services
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Certified Financial Planners near Baltimore, MD0246810Hunt ValleyColumbiaLutherville TimoniumSeverna ParkMillersvilleSevern