Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
SPECIAL ADVERTISING SECTION<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
KATHERINE BAYS ARMSTRONG<br />
Heritage Financial Consultants, LLC<br />
• Extensive experience<br />
• Uncompromising integrity<br />
• Responsive with strong interpersonal relationship skills<br />
<strong>Wealth</strong> Management, Retirement Planning, Estate/Asset Protection Strategies<br />
Designations: MBA, CFP®, CRPC®<br />
K athy<br />
WOODY DERRICKS<br />
Helping Navigate the Road to Financial Dreams<br />
• Local and independent financial services company<br />
• Trusted financial advice<br />
• Relaxed and professional atmosphere<br />
Areas of Focus: Retirement Income, LGBT, Eco/Socially-Friendly Investing<br />
A s<br />
an independent and local financial services company, Partnership <strong>Wealth</strong> Management<br />
offers unparalleled service to their clients. From the relaxing atmosphere of their office<br />
to the pleasantness of the staff, they want you to feel comfortable and valued as their client.<br />
Partnership <strong>Wealth</strong> Management helps their clients plan for the future through their<br />
customized financial planning strategies. Their advice helps clients to improve everything<br />
from their day-to-day finances to retirement planning; investment planning to estate strategies;<br />
and insurance to tax strategies.<br />
1819 Thames Street • <strong>Baltimore</strong>, MD 21231<br />
Phone : (410) 732-2633<br />
woody.derricks@lpl.com • partnershipwm.com<br />
Securities and Financial Planning offered through LPL Financial,<br />
a Registered Investment Advisor, Member FINRA/SIPC.<br />
FS-26 / baltimoremagazine.net / FEBRUARY <strong>2011</strong><br />
Armstrong (formerly Kathy Paal) and her team provide comprehensive financial<br />
planning to Baby Boomers, professionals and families in transition. Committed to the<br />
individual needs and priorities of her clients, Kathy delivers objective, straightforward strategies<br />
to help achieve their lifelong goals.<br />
Maryland’s Top 100 Women, 1997, 2005 and 2007 – The Daily Record.<br />
Maryland’s Top 100 Women Circle of Excellence, 2007 – The Daily Record.<br />
<strong>Baltimore</strong>’s Top 25 Women Entrepreneurs, 2008 – BRAVA, Smart CEO Magazine.<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
307 International Circle, Suite 390 • Hunt Valley, MD 21030<br />
Phone : (410) 771-5655<br />
katherine.armstrong@LFG.com • www.heritageconsultants.org<br />
Katherine Bays Armstrong is a registered representative of Lincoln Financial Advisors Corp. Securities and<br />
investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered<br />
investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN201012-2049002.<br />
escendo Business Services<br />
Crescendo Business Servic<br />
scendo Business<br />
ndo Busin<br />
Bu<br />
Crescendo Business Se<br />
©<strong>2011</strong> Crescendo Business Services
Change language