Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

More documents

Recommendations

Info

E dward CHIP HERRING 11350 McCormick Rd. Executive Plaza 1, Ste. 500 Hunt Valley, MD 21031 Phone : (410) 771-5522, Ext. 101 Complete Financial Success • Knowledgeable advice • Exceptional service • Dream > Plan > Track>® Areas of Focus: Comprehensive Financial Planning and Portfolio Management Designation: CRPC® L. Herring, Jr., Senior Financial Advisor and Ameriprise Platinum Financial Services Advisor, has more than 10 years of experience. He emphasizes a holistic approach to the financial planning process and is dedicated to creating comprehensive strategies to help you achieve your specific financial goals. He prides himself on being professional, caring, proactive, thorough and successful. Working with this financial advisor is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. PETER MALLER Personal and Professional Caring Advice • We work exclusively with a high-net-worth clientele c onsisting of business owners, professionals, c orporate executives and families Areas of Focus: Investment, Insurance and Estate Planning Designations: MBA, CFP® P eter 307 International Cir. Hunt Valley, MD 21208 Phone : (410) 771-5660 Peter.Maller@LFG.com is a partner at Heritage Financial Consultants, LLC and a financial planner with 19 years of experience. He was the No. 1 planner in 2007 and 2009 leading the 7,700 affiliated advisors at Lincoln Financial Network. His team of 18 employees provides a professional, clientcentered practice with extraordinary service to every valued client. Peter D. Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN201011-2048045. SPECIAL ADVERTISING SECTION W orking 2011 FIVE STAR WEALTH MANAGERS SCOTT M. LEVIN 303 International Cir., Ste. 590 Hunt Valley, MD 21030 Office : (410) 527-1292, Ext. 231 Levin_Scott@nlvmail.com Knowledge Makes the Difference usiness o Business Se endo Business Servic FS-34 / baltimoremagazine.net / FEBRUARY 2011 • Work closely with clients and their other advisors • Custom-designed, innovative financial strategies • Uncover, address and prioritize concerns and goals Areas of Focus: Financial Strategies, Investment Mgmt., Exec Benefi ts Designation: CERTIFIED FINANCIAL PLANNER closely with his client and their other advisors, Scott is able to help create custom-designed, innovative financial strategies. Through his comprehensive process, he helps his clients uncover, address and prioritize their concerns and goals, ultimately leading to a desired destination. Scott M. Levin is a Registered Representative and an Investment Adviser Representative of, and offers securities and investment advisory services solely through, Equity Services, Inc., Member FINRA/SIPC, 303 International Circle, Suite 590, Hunt Valley, MD 21030, 410-527-1292. Worthington Financial Partners is independent of Equity Services, Inc. TC60087(1210). W ith PETER MARSHALL Baltimore, MD Phone : (410) 563-1044 pmarshall@marshallfinancialgroup.com www.marshallfinancialgroup.com escendo Business Services An Independent Wealth Advisor • Holistic approach to money management • Relationships built on trust and mutual respect • Commitment to your financial security Areas of Focus: Investment, Insurance, Income and Tax Planning Designations: President – Wealth Management, Registered Principal, RIA the ups and downs of today’s marketplace, you need a constant source of guidance that you can trust. Every financial decision involves a balance of risks, rewards and complexity. But that shouldn’t be the case when choosing a financial advisor. You deserve unfaltering ethical standards, straightforward communication and a partner committed to just one agenda — yours. That’s exactly what you can expect from us. We know that being confident in your financial decisions starts with being absolutely confident in us. Securities through Securities Service Network, Inc., member FINRA/SIPC. The Marshall Financial Group, LLC. A Registered Investment Advisor. Crescendo Business Servic scendo Business ndo Busin Bu Crescendo Business Se ©2011 Crescendo Business Services
I n ELADIO A. SANTIAGO 6230 Old Dobbin Ln., Ste. 100 Columbia, MD 21045 Office : (443) 259-3041 Eladio.a.santiago@mssb.com Investing that Changes with the World • Global, macroeconomic, research-driven investing • Risk management in an uncertain economy • Tactical investing designed to exploit opportunity Area of Focus: High-net-worth investors – $500,000 asset minimum Titles: First Vice President, Financial Advisor today’s fast-paced world, few people have the time or resources to dedicate to managing their investments — whether it involves researching global macroeconomic trends, reviewing company earnings projections or tracking industry and sector trends. As a financial advisor, I alert my clients to new and ever-changing opportunities and advise them on current market conditions that may affect their investments. It’s all part of my long-term commitment to my clients. © 2011 Morgan Stanley Smith Barney LLC. Member SIPC. MARK C. FUHR Metlife Gateway Capitol Financial 3700 O’Donnell St., Ste. 200 Baltimore, MD 21224 Phone: (443) 957-6013 mfuhr@metlife.com Focus: Individual Retirement Planning; 401(k) and IRA Rollovers; Mutual Fund seasoned professional with A 14 years in the financial industry and an additional 16 years of diverse business experience. I am committed to providing customized strategies specific to my clients’ financial needs. Kenneally & Company 660 Kenilworth Dr., Ste. 104 Towson, MD 21204 Office : (410) 321-9558 jkenneally@jlkcpas.co m jlkcpas.com Designations: Certified Public Accountant, Masters in Taxation, Personal F Financial Specialist or more than 25 years, John has been helping individuals and businesses meet their financial goals and objectives by providing fee-only financial planning. “Independence, honesty and integrity are a priority in our firm.” SPECIAL ADVERTISING SECTION JOHN L. KENNEALLY BRIAN CREPEAU usiness o Business Se endo Business Servic 25 S Charles St. Baltimore, MD 21201 Phone : (410) 727-6600 bcrepeau@rosenbergmar tin.com Titles: CPA, CFE, Esq. Brian J. Crepeau, Partner, is an attorney and CPA. Mr. Crepeau is particularly skilled in representing individuals and businesses with tax planning, business structuring, estate planning and tax controversy matters before the IRS and state taxing authorities. MATTHEW MANNING, II 303 International Cir. Hunt Valley, MD 21030 Phone: (410) 229-8217 matt.manning@mssb.com Vice President Comprehensive wealth planning delivered through a full-service client platform to help provide a truly personalized experience. Your family, values and wealth are components of your life’s portfolio. Let’s plan it. © 2011 Morgan Stanley Smith Barney LLC. Member SIPC. 2011 FIVE STAR WEALTH MANAGERS JAMES W. CURRAN, III 2330 W Joppa Rd., Ste. 255 Lutherville, MD 21093 Direct : (410) 494-1874 jim.curran@mssb.com Senior Vice President, Financial Advisor J ames Curran is a CERTIFIED FINANCIAL PLANNER who should be an important part of your core circle of family, friends and advisors, with an additional area of focus in special needs trusts. © 2011 Morgan Stanley Smith Barney LLC. Member SIPC. LEONARD J. MILLER escendo Business Services Leonard J. Miller & Associates, Chartered 425 St. Paul Pl. Baltimore, MD 21202 Phone : (410) 539-4600 www.lenmiller.com Accounting, Business, Financial Plng., Estate, Trust, Income Tax Services Designations: O CPA, MBA, CVA, PFS ur clients come to us for financial advice in this ever-increasing complex world of laws and regulations. Our clients stay with us because of the high-quality, creative, proactive, personalized solutions they receive. Crescendo Business Servic Crescendo Business Se www.fivestarprofessional.com FEBRUARY 2011 / baltimoremagazine.net / FS-35 scendo Business ndo Busin Bu
Page 1 and 2: SPECIAL ADVERTISING SECTION usiness
Page 3 and 4: BUSINESS PLANNING BUSINESS PLANNING
Page 5 and 6: FINANCIAL PLANNING Beth Rosenwald R
Page 7 and 8: INVESTMENTS Lauren Rebbel Slavie Fi
Page 9 and 10: W ell, SPECIAL ADVERTISING SECTION
Page 11 and 12: B rian SPECIAL ADVERTISING SECTION
Page 13 and 14: A s SPECIAL ADVERTISING SECTION ERI
Page 15 and 16: C harles SPECIAL ADVERTISING SECTIO
Page 17 and 18: P rior SPECIAL ADVERTISING SECTION
Page 19 and 20: K issinger SPECIAL ADVERTISING SECT
Page 21 and 22: • Act out of fiduciary standard
Page 23 and 24: T hank SPECIAL ADVERTISING SECTION
Page 25 and 26: T emenos SPECIAL ADVERTISING SECTIO
Page 27 and 28: SPECIAL ADVERTISING SECTION BENJAMI
Page 29 and 30: SPECIAL ADVERTISING SECTION MARCY A
Page 31 and 32: SPECIAL ADVERTISING SECTION F or SH
Page 33: JEFFREY D. CARLSON Tailored Advice
Page 37: J.W. THOMAS II 180 Admiral Cochrane

Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?