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
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JEFFREY D.<br />
CARLSON<br />
Tailored Advice Centered Around You<br />
• Integrity, candor, leadership<br />
• My process is interactive and personal<br />
• I collaborate with your CPA and attorney<br />
Areas of Focus: Retirement, Investment and Estate Planning Strategies<br />
Designation: CERTIFIED FINANCIAL PLANNER practitioner<br />
A s<br />
10025 Governor Warfield Pkwy.,<br />
Ste. 209<br />
Columbia, MD 21044<br />
Phone: (410) 740-8000<br />
a Senior Financial Advisor I provide candid, insightful leadership<br />
to align clients with their goals and dreams in a customized<br />
manner. My proactive, intergenerational approach helps bring peace of<br />
mind and continuity to your life. For more information, please visit my<br />
website at ameripriseadvisors.com/jeffrey.d.carlson.<br />
Working with this financial advisor is not a guarantee of future financial success.<br />
Investors should conduct their own evaluation of a financial professional.<br />
Brokerage, investment and financial advisory services are made available through<br />
Ameriprise Financial Services, Inc., Member FINRA and SIPC.<br />
JOHN E.<br />
DAY<br />
Holistic <strong>Wealth</strong> Management Solutions<br />
• Dedication to unbiased financial advice<br />
• Independent and objective wealth management<br />
• Developing asset allocation strategy<br />
Areas of Focus: Investment Portfolio Analysis, Retirement/Estate Planning<br />
Designations: MBA, LUTCF<br />
A s<br />
DAY Financial Group, Inc.<br />
Columbia, MD 21046<br />
Office : (410) 290-1000<br />
john.day@lpl.com<br />
an independent wealth advisor, John is in the business of helping his<br />
clients meet all of their financial goals and challenges. He does this by using<br />
a total wealth management approach. Each area is important individually, but<br />
managing them all collectively is one of the most important considerations in your<br />
overall financial success. His approach can help you invest conservatively, reduce<br />
your exposure to taxes, meet your insurance needs and provide a plan based on<br />
your financial objectives to successfully transfer your wealth to your children and<br />
grandchildren. Providing unparalleled investment advice and services.<br />
Securities and advisory services offered through LPL Financial, a Registered Investment<br />
Advisor, Member FINRA/SIPC.<br />
SPECIAL ADVERTISING SECTION<br />
J oe<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
JOSEPH C.<br />
CIRELLI<br />
650 S Exeter St., Ste. 1100<br />
<strong>Baltimore</strong>, MD 21202<br />
Phone : (410) 736-5427<br />
joseph.c.cirelli@mssb.com<br />
Planning for Your Success<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
• Retirement income planning strategies<br />
• Disciplined investment management process<br />
• Charitable and estate transfer strategies<br />
CERTIFIED FINANCIAL PLANNER practitioner<br />
Vice President – Investment Management Consultant<br />
has been advising busy and successful corporate executives, business<br />
owners and professionals in <strong>Baltimore</strong> since 1993. His client-focused<br />
practice is rooted in the financial planning discipline of quantifying goals,<br />
evaluating resources, implementing and monitoring a plan. His clients<br />
enjoy peace of mind by having a customized plan and the knowledge that<br />
they have a trusted advisor with the education, the experience and the<br />
resources of Morgan Stanley Smith Barney on their side.<br />
© <strong>2011</strong> Morgan Stanley Smith Barney LLC. Member SIPC.<br />
DAMIAN<br />
GALLINA<br />
Buttonwood Financial<br />
Advisors<br />
5850 Waterloo Rd., Ste. 140<br />
Columbia, MD 21045<br />
Toll-free : (877) 660-6968<br />
buttonwoodfa.com<br />
escendo Business Services<br />
Thank You for Your Trust and Confidence<br />
• Financial planning made easy<br />
• Making sense of investments<br />
• Advice and guidance to last a lifetime<br />
Designation: Chartered Financial Analyst<br />
T o<br />
make your investments last a lifetime, you will have to make<br />
some choices. Buttonwood’s financial planning and investment<br />
management services will help strike an informed balance between the<br />
conflicting goals of safety and growth. By using fundamentally prudent<br />
investment methods, we make sense of the investment markets while<br />
we manage your assets. Thank you to all my clients who selected me for<br />
this special recognition of quality service.<br />
Crescendo Business Servic<br />
Crescendo Business Se<br />
www.fivestarprofessional.com FEBRUARY <strong>2011</strong> / baltimoremagazine.net / FS-33<br />
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