Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

J ohn
SPECIAL ADVERTISING SECTION
JOHN MACON
usiness
o Business Se
endo Business Servic
Building Long-Term Financial Advisory
Relationships through Experience and Trust
Macon has been helping clients each step of the way by his
consultative approach to the financial planning process. By including
input from the client’s CPA and estate planning attorney, John creates a
functional financial plan and investment policy that ensures the client has a
wealth management team providing independent, objective fee-based advice.
To grow and preserve assets in today’s globally-linked economies John
utilizes the investment management research of the Morgan Stanley Smith
Left to right: FIVE STAR Wealth Manager John Macon and Dot Walter
2011
FIVE STAR
WEALTH MANAGERS
• CERTIFIED FINANCIAL PLANNER since 1991 and Senior Investment Management Consultant
• Advisor to individuals, families, business owners and qualified plan sponsors for 27 years
• John Macon, along with Registered Associate, Dot Walter, design client-focused strategies
Areas of Focus: Comprehensive multigenerational fi nancial planning; focusing on investment management, retirement income
generation and trust and estate planning
FS-20 / baltimoremagazine.net / FEBRUARY 2011
2330 West Joppa Road, Suite 255 • Lutherville, MD 21093
Phone: (410) 494-8093 • Toll-free: (800) 662-2576
john.a.macon@mssb.com
© 2011 Morgan Stanley Smith Barney LLC. Member SIPC.
Barney Consulting Group. Their written research reports assess the people,
process and performance of many investment organizations. John uses their
analyses to make timely asset allocation changes to client portfolios.
During life’s inevitable changes, it is comforting to have a loyal financial
advisor who understands your needs. John is committed to each client’s
success and is honored by this recognition.
escendo Business Services
Crescendo Business Servic
scendo Business
ndo Busin
Bu
Crescendo Business Se
©2011 Crescendo Business Services