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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E dward<br />
CHIP<br />
HERRING<br />
11350 McCormick Rd.<br />
Executive Plaza 1, Ste. 500<br />
Hunt Valley, MD 21031<br />
Phone : (410) 771-5522, Ext. 101<br />
Complete Financial Success<br />
• Knowledgeable advice<br />
• Exceptional service<br />
• Dream > Plan > Track>®<br />
Areas of Focus: Comprehensive Financial Planning and Portfolio Management<br />
Designation: CRPC®<br />
L. Herring, Jr., Senior Financial Advisor and Ameriprise Platinum<br />
Financial Services Advisor, has more than 10 years of experience. He<br />
emphasizes a holistic approach to the financial planning process and is dedicated<br />
to creating comprehensive strategies to help you achieve your specific financial goals.<br />
He prides himself on being professional, caring, proactive, thorough and successful.<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. Brokerage,<br />
investment and financial advisory services are made available through Ameriprise<br />
Financial Services, Inc., Member FINRA and SIPC.<br />
PETER<br />
MALLER<br />
Personal and <strong>Professional</strong> Caring Advice<br />
• We work exclusively with a high-net-worth clientele<br />
c onsisting of business owners, professionals, c orporate<br />
executives and families<br />
Areas of Focus: Investment, Insurance and Estate Planning<br />
Designations: MBA, CFP®<br />
P eter<br />
307 International Cir.<br />
Hunt Valley, MD 21208<br />
Phone : (410) 771-5660<br />
Peter.Maller@LFG.com<br />
is a partner at Heritage Financial Consultants, LLC and a financial<br />
planner with 19 years of experience. He was the No. 1 planner in<br />
2007 and 2009 leading the 7,700 affiliated advisors at Lincoln Financial<br />
Network. His team of 18 employees provides a professional, clientcentered<br />
practice with extraordinary service to every valued client.<br />
Peter D. Maller is a registered representative of Lincoln Financial Advisors Corp.<br />
Securities and investment advisory services offered through Lincoln Financial Advisors<br />
Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance<br />
offered through Lincoln affiliates and other fine companies. CRN201011-2048045.<br />
SPECIAL ADVERTISING SECTION<br />
W orking<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
SCOTT M.<br />
LEVIN<br />
303 International Cir., Ste. 590<br />
Hunt Valley, MD 21030<br />
Office : (410) 527-1292, Ext. 231<br />
Levin_Scott@nlvmail.com<br />
Knowledge Makes the Difference<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
FS-34 / baltimoremagazine.net / FEBRUARY <strong>2011</strong><br />
• Work closely with clients and their other advisors<br />
• Custom-designed, innovative financial strategies<br />
• Uncover, address and prioritize concerns and goals<br />
Areas of Focus: Financial Strategies, Investment Mgmt., Exec Benefi ts<br />
Designation: CERTIFIED FINANCIAL PLANNER<br />
closely with his client and their other advisors, Scott<br />
is able to help create custom-designed, innovative financial<br />
strategies. Through his comprehensive process, he helps his clients<br />
uncover, address and prioritize their concerns and goals, ultimately<br />
leading to a desired destination.<br />
Scott M. Levin is a Registered Representative and an Investment Adviser<br />
Representative of, and offers securities and investment advisory services solely<br />
through, Equity Services, Inc., Member FINRA/SIPC, 303 International Circle, Suite<br />
590, Hunt Valley, MD 21030, 410-527-1292. Worthington Financial Partners is<br />
independent of Equity Services, Inc. TC60087(1210).<br />
W ith<br />
PETER<br />
MARSHALL<br />
<strong>Baltimore</strong>, MD<br />
Phone : (410) 563-1044<br />
pmarshall@marshallfinancialgroup.com<br />
www.marshallfinancialgroup.com<br />
escendo Business Services<br />
An Independent <strong>Wealth</strong> Advisor<br />
• Holistic approach to money management<br />
• Relationships built on trust and mutual respect<br />
• Commitment to your financial security<br />
Areas of Focus: Investment, Insurance, Income and Tax Planning<br />
Designations: President – <strong>Wealth</strong> Management, Registered Principal, RIA<br />
the ups and downs of today’s marketplace, you need a constant<br />
source of guidance that you can trust. Every financial decision involves<br />
a balance of risks, rewards and complexity. But that shouldn’t be the case<br />
when choosing a financial advisor. You deserve unfaltering ethical standards,<br />
straightforward communication and a partner committed to just one agenda<br />
— yours. That’s exactly what you can expect from us. We know that being<br />
confident in your financial decisions starts with being absolutely confident in us.<br />
Securities through Securities Service Network, Inc., member FINRA/SIPC.<br />
The Marshall Financial Group, LLC. A Registered Investment Advisor.<br />
Crescendo Business Servic<br />
scendo Business<br />
ndo Busin<br />
Bu<br />
Crescendo Business Se<br />
©<strong>2011</strong> Crescendo Business Services
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