Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

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FINANCIAL PLANNING Edward Frome Ameriprise Financial Services, Inc. IN, IV Jeff Furniss Charter Financial Group EP, IN, IV Damian Gallina Buttonwood Financial Advisors IV Page 33 Edward Garbarino Merrill Lynch EP, IN, IV Barry Garber Deutsche Bank EP, IV, TS Brian Gardiner Gardiner Private Wealth Management EP, IV, TS Kyle German New York Life/Harbor Financial Group BP, IN, IV Henry Godfrey Asset Management Services EP, IN, IV Stephen Goldstein Janney Montgomery Scott EP, IN, IV Brian Gracie Heritage Financial Consultants EP, IN, IV David Greenleigh Morgan Stanley Smith Barney EP, IN, IV James Griesser Strategic Wealth Management Group IV Dennis Grinestaff, Jr. BCSB Financial Services EP, IN, IV Sharon Grinestaff BCSB Financial Services EP, IN, IV Jason Harris Robert W. Baird & Company BP, IN, IV SPECIAL ADVERTISING SECTION INDEX OF WEALTH MANAGERS List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation FINANCIAL PLANNING John Hauserman Retirement Quest Timothy Heidenberg Ameriprise Financial Services, Inc. EP, IN, IV Ryan Hemminger Morgan Stanley Smith Barney IV Tom Henry Integrated Financial Solutions EP, IN, IV Edward Herring Ameriprise Financial Services, Inc. IN, IV, TX Page 34 Michael Hilliard Ameriprise Financial Services, Inc. IN, IV, TX Benjamin Hoffman Ameriprise Financial Services, Inc. IN, IV Kenneth Holt Morgan Stanley Smith Barney IV Gregory Horning SC&H Financial Advisors EP, IV, TX Walter D. Hrab Ameriprise Financial Services, Inc. EP, IN, IV Page 28 Bruce Hughes Bruce Hughes, CPA TX Margaret Jackson RBC Wealth Management EP, IN, IV Michael Johnson Robert W. Baird & Company EP, IN, IV Richard Juergensen Ameriprise Financial Services, Inc. BP, EP, IV Page 28 Richard Keetley Janney Montgomery Scott EP, IV, TS FS-4 / baltimoremagazine.net / FEBRUARY 2011 FINANCIAL PLANNING Marcy Kelly Marcy A. Kelly, CPA EP, IV, TX Page 29 William Kelly The Kelly Group BP, IV, TX Thomas Kerr Charter Financial Group BP, IN, IV Ned Kissinger Kissinger Financial Services EP, IN, IV Page 19 Jeff Klauenberg Klauenberg Retirement Solutions EP, IV, TX Page 29 Michael Lawrence Morgan Stanley Smith Barney IN, IV, TS Jerry Leibowitz Morgan Stanley Smith Barney IV Scott Levin Worthington Financial Partners BP, IN, IV Page 34 Michael Livingston Livingston Financial Group IN, IV Glenn Livingston Livingston Financial Group IN, IV Jenny Logsdon Wolf & Associates Financial Group BP, EP, IV Justin Lotano Ameriprise Financial Services, Inc. EP, IN, IV Jim Ludwick MainStreet Financial Planning IN, IV Brian Luts Morgan Stanley Smith Barney/The Luts & Greenleigh Group EP, IN, IV FINANCIAL PLANNING Brian Lutz Merrill Lynch IN, IV John Magiros Morgan Stanley Smith Barney BP, IN, IV Peter D. Maller Heritage Financial Consultants EP, IN, IV Page 34 Matthew Manning II Morgan Stanley Smith Barney BP, EP, IV Page 35 Matthew Margolies Merrill Lynch BP, EP, IV Bruce Marshall Ameriprise Financial Services, Inc. IN, IV Peter Marshall The Marshall Financial Group IN, IV Page 34 Jake Mason Pinnacle Advisory Group BP, EP, IV Tim Maurer The Financial Consulate EP, IV, TX Ryan Mazzarino RBC Wealth Management IN, IV, TS John Joseph McAleer Berman McAleer EP, IN, IV Ronald Mitcherling, Jr. Morgan Stanley Smith Barney EP, IN, IV Patrick Monaghan, IV Berman McAleer EP, IN, IV Donald Moore Chesapeake Financial Strategies EP, IN, IV Page 36 James Mugele Robert W. Baird & Company EP, IN, IV Eugene Nazelrod Nazelrod & Associates EP, IV, TX usiness o Business Se endo Business Servic 2011 FIVE STAR WEALTH MANAGERS FINANCIAL PLANNING Jason Nazelrod Nazelrod & Associates IN, IV, TX Spencer Neal Severn Financial Group EP, IN, IV David Neunaber Thrivent Financial EP, IN, IV Luis Padilla Workforce Tactix IV Mark Pallack New York Life BP, EP, IV Page 36 John Pastalow III Ameriprise Financial Services, Inc. IN, IV Bill Persons Morgan Stanley Smith Barney IV Kenneth Pittman PNC Financial Services Group EP, IV, TS Page 30 Richard Plant, Jr. Plant, Solomon, Weslow & Associates/Ameriprise Financial Services, Inc. IV Ariel Popel Morgan Stanley Smith Barney BP, IV, TS Annette Quigley BCSB Financial Services BP, IN, IV Leonard Raskin Wealth Advocacy Partners EP, IN, IV Bernard Richards MetLife EP, IN, IV Page 36 Maarten Rietveld Nationwide Securities EP, IN, IV Barbara Rishel Merrill Lynch BP, IV Brian T. Rosenbaum Capital Financial Partners EP, IN, IV Page 30 escendo Business Services Crescendo Business Servic scendo Business ndo Busin Bu Crescendo Business Se ©2011 Crescendo Business Services
FINANCIAL PLANNING Beth Rosenwald RBC Wealth Management EP, IN, IV Page 24 Alex Rotman Morgan Stanley Smith Barney IN, IV Robert Saunders Ameriprise Financial Services, Inc. IV Stephen Schad Ameriprise Financial Services, Inc. EP, IN, IV Scott Schuebel Garrison Financial EP, IN, IV Mitchel Shapiro Shapiro Financial Advisors EP, IN, IV Bradley Shepherd Brooks Financial Group EP, IN, IV David Solomon Ameriprise Financial Services, Inc. IV Malcolm Steigerwald Morgan Stanley Smith Barney IN, IV Page 36 Mark Stinson Balitmore Washington Financial Advisors EP, IV, TX J.W. Thomas II Ameriprise Financial Services, Inc. IN, IV Page 37 Drew Tignanelli The Financial Consulate EP, IV Douglas Velnoskey Morgan Stanley Smith Barney EP, IN, IV Richard Wagener Wagener-Lee IV Eric Walker Morgan Stanley Smith Barney EP, IN, IV SPECIAL ADVERTISING SECTION INDEX OF WEALTH MANAGERS List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation FINANCIAL PLANNING Chris Walker The Walker Hall Group/RBC Wealth Management EP, IV Michael Ward StoneBridge Advisors BP, EP, IN Lee Warner The L. Warner Companies EP, IN, IV Chadwick Watson Charter Financial Group EP, IN, IV Wendy M. Weaver The Family Firm IV John T. Webbert John Webbert IN, IV, TX Bobby Wehman Morgan Stanley Smith Barney EP, IN, IV Jordan Weinberg Strata Financial Services EP, IN, IV Page 37 Brent Weiss Brotman Financial Group EP, IN, IV James Weslow Ameriprise Financial Services, Inc. IV Bruce Wiener Wiener Financial Management IV Gary Williams Williams Asset Management IV Howard Wilner Wilner & Scherr EP, IV, TX Page 37 Andrew Wilson Lighthouse Financial Advisors EP, IV, TX Ryan Winterstein Morgan Stanley Smith Barney IV FINANCIAL PLANNING Vicki M. Wolf Morgan Stanley Smith Barney IN, IV Morry Zolet Morgan Stanley Smith Barney EP, IV, TS Page 32 INSURANCE Dave M. Morris Franklin Morris Associates BP, EP, FP INVESTMENTS Neal Abravanel Wells Fargo Advisors, LLC Elisabeth “Betsy” Albert Hayes Chapin Davis Investments BP, FP, TS Frederick Allner Maryland Capital Management FP, TS Ryan Appleby Hergenroeder Financial Advisors BP, FP, IN Page 18 Linda Askew Askew Continuing Education IN Charles Bailey Chapin Davis Investments EP, FP, IN Page 12 Roger Bair The Financial Consulate EP, FP David Barnes Merrill Lynch Patricia Baum RBC Wealth Management EP, FP, IN Kevin R. Bell Merrill Lynch EP, FP, TS Thomas Biddison III Cornerstone Advisory FP Robert Bogue Calvert Investment Counsel EP, FP, TS INVESTMENTS David Bormel Merrill Lynch EP, FP, TS William Boykin, IV Merrill Lynch EP, IN, TS David Brandeen Merrill Lynch EP, FP, IN Randolph Brinton RBC Wealth Management FP, IN, TS Mary Burrows Stifel Nicolaus & Company Angus Burton Marathon Capital Management Jeffrey Caples Maryland Capital Management FP, TS Timothy Carne Merrill Lynch FP, IN, TS John F. Cavanaugh Brown Advisory Michael Cohen Glass Jacobson Susan L. Craib Brown Advisory EP, TS, TX Russell Croft Croft Leominster FP Frederick Crow Ameriprise Financial Services, Inc. EP, FP, IN Tony Cummings Edward Jones Tom Custance Edward Jones Alan Danielson RBC Wealth Management EP, FP, TS John Darlington III RBC Wealth Management TS Eric Decker Wells Fargo Advisors, LLC Page 8, 13 Bart DeLuca Wells Fargo Advisors Financial Network, LLC usiness o Business Se endo Business Servic 2011 FIVE STAR WEALTH MANAGERS INVESTMENTS H. Anderson Demuth Morgan Stanley Smith Barney EP, FP Robert Demuth Morgan Stanley Smith Barney EP, FP Frank Dingle RBC Wealth Management FP, IN, TS Lyn Dippel Financial Advantage EP, FP Martin Domres Deutsche Bank EP Michael Dougherty Chapin Davis Investments IN David Dukehart Merrill Lynch BP, EP, TS Richard DuVal, Jr. Robert W. Baird & Company EP, FP, IN Mark Dyer RBC Wealth Management FP Page 14 Vernon Edejer TD Ameritrade Bill Eitze Wells Fargo Advisors, LLC Page 8 Bryon Epple Shaeffer Investment Group/RBC Wealth Management EP, FP, TS Nancy Eshmont Wells Fargo Advisors, LLC Page 8 Joseph Esposito Wells Fargo Advisors, LLC Page 8 Paul Fallace Morgan Stanley Smith Barney FP, IN escendo Business Services Crescendo Business Servic Crescendo Business Se www.fivestarprofessional.com FEBRUARY 2011 / baltimoremagazine.net / FS-5 scendo Business ndo Busin Bu
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Page 3: BUSINESS PLANNING BUSINESS PLANNING
Page 7 and 8: INVESTMENTS Lauren Rebbel Slavie Fi
Page 9 and 10: W ell, SPECIAL ADVERTISING SECTION
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Page 15 and 16: C harles SPECIAL ADVERTISING SECTIO
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Page 21 and 22: • Act out of fiduciary standard
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Page 33 and 34: JEFFREY D. CARLSON Tailored Advice
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