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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INVESTMENTS<br />
Thomas Feldman<br />
Stifel Nicolaus &<br />
Company<br />
IN<br />
Phyllis Franklin<br />
RBC <strong>Wealth</strong> Management<br />
FP<br />
William Fritz<br />
PNC Bank/ <strong>Wealth</strong><br />
Management<br />
Page 30<br />
Mark Fuhr<br />
MetLife<br />
Page 35<br />
Tony Fusco<br />
Fusco Financial<br />
Associates<br />
EP, FP, IN Page 16<br />
David Gately<br />
Morgan Stanley Smith<br />
Barney<br />
EP<br />
Craig Gayhardt<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Joseph Geier<br />
Geier Asset Management<br />
BP, EP, FP<br />
John Gerold<br />
RBC <strong>Wealth</strong> Management<br />
BP, EP, FP<br />
Christopher Glotzbach<br />
Morgan Stanley Smith<br />
Barney<br />
EP, FP<br />
Patrick Goles<br />
RBC <strong>Wealth</strong> Management<br />
EP, FP, TX<br />
Kevin Goodman<br />
Chapin Davis<br />
Investments<br />
EP, FP Page 12<br />
Daniel Gounaris<br />
Merrill Lynch<br />
Jeff Graham<br />
Robert W. Baird &<br />
Company<br />
BP, EP, FP<br />
Pamela Graham<br />
Pro <strong>Wealth</strong> Management<br />
EP, IN<br />
Christopher Grant<br />
Grant/GrossMendelsohn<br />
EP, FP, TX<br />
SPECIAL ADVERTISING SECTION<br />
INDEX OF WEALTH MANAGERS<br />
List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. <strong>Wealth</strong> Manager additional financial services:<br />
BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation<br />
INVESTMENTS<br />
Robert Greenwald<br />
Wells Fargo Advisors, LLC<br />
Michelle Harf-Grim<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Michael Hartman<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8, 17<br />
Patrick Haskins<br />
Wells Fargo Advisors, LLC<br />
Jeffrey Henderson<br />
Charles Schwab<br />
FP<br />
Lisa Hergenroeder<br />
Hergenroeder<br />
Financial Advisors<br />
BP, FP, TX Page 18<br />
Rebecca Hergenroeder<br />
Hergenroeder<br />
Financial Advisors<br />
EP, FP, TS Page 18<br />
Alan Hess<br />
Morgan Stanley Smith<br />
Barney<br />
IN<br />
Matt Hickes<br />
The Mutual Fund Store<br />
FP<br />
David Hicks<br />
David A. Hicks<br />
EP, FP, IN<br />
John Hill<br />
Pinnacle Advisory Group<br />
EP, FP, TX<br />
Josie Hoffman<br />
Merrill Lynch<br />
Stephen Holland<br />
Wells Fargo Advisors, LLC<br />
Robert Hopkins<br />
Wells Fargo Advisors, LLC<br />
Patrick Horan<br />
Horan Capital<br />
Management<br />
BP, EP, TS<br />
Philip Huber, Jr.<br />
Huber Weakland &<br />
Associates<br />
EP, FP, TX<br />
Donald Huber, Jr.<br />
Cornerstone Advisory<br />
FP<br />
FS-6 / baltimoremagazine.net / FEBRUARY <strong>2011</strong><br />
INVESTMENTS<br />
Charles Imhoff<br />
CFMA<br />
BP, EP, TX<br />
James J. Jacobson<br />
Morgan Stanley Smith<br />
Barney<br />
EP, FP, IN<br />
John Jaeger<br />
Morgan Stanley Smith<br />
Barney<br />
Kirk Jay<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Robert I. Jeffrey<br />
The Jeffrey Group/<br />
Morgan Stanley Smith<br />
Barney<br />
EP, FP, TS<br />
Arthur Johnson<br />
Morgan Stanley Smith<br />
Barney<br />
IN<br />
Erik Johnson<br />
Private Fund Advisors<br />
FP<br />
Thomas Judge<br />
Wells Fargo Advisors<br />
Financial Network, LLC<br />
J. Robert Judkins<br />
Morgan Stanley Smith<br />
Barney<br />
FP<br />
David Kelley<br />
Charles Schwab<br />
FP<br />
Debra Kriebel<br />
Pinnacle Advisory Group<br />
BP, EP, FP<br />
Brian Kroneberger, Jr.<br />
RBC <strong>Wealth</strong><br />
Management<br />
EP, FP, TS Page 14<br />
Marat Kushner<br />
Wells Fargo Advisors<br />
Financial Network, LLC<br />
Geraldine Langan<br />
PFS Investments<br />
FP, IN<br />
Robert E. Letschin, Jr.<br />
Merrill Lynch<br />
Keith Levitt<br />
Robert W. Baird &<br />
Company<br />
BP, EP, FP<br />
INVESTMENTS<br />
John Lynch<br />
Wells Fargo Advisors<br />
Financial Network, LLC<br />
John Macon<br />
Morgan Stanley Smith<br />
Barney<br />
EP, FP Page 20<br />
Frank Richard Manson<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Joshua Mauer<br />
Morgan Stanley Smith<br />
Barney<br />
BP, FP, IN<br />
Mark McGrath<br />
Stifel Nicolaus &<br />
Company<br />
EP, FP, IN<br />
V. Randolph McMenamin<br />
Hardesty Capital<br />
Management<br />
FP<br />
Aaron Meisner<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Robert Mewshaw<br />
Van Sant & Mewshaw<br />
Registered Investment<br />
Advisor<br />
FP, TS Page 21<br />
Mark Miller<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Todd Mitchell<br />
Janney Montgomery<br />
Scott<br />
BP, EP, FP<br />
Suzanne Morgan<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Thomas Morgan<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Meredith Mowen<br />
Legg Mason Investment<br />
Counsel & Trust<br />
EP, FP, TS<br />
R. Theodore Murphy<br />
Cornerstone Advisory<br />
FP, IN<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
INVESTMENTS<br />
Keith Murray<br />
Chapin Davis Investments<br />
FP, IN, TS<br />
Robert Naeny, Jr.<br />
Stifel Nicolaus &<br />
Company<br />
FP, IN<br />
Chad Norfolk<br />
Financial Advantage<br />
EP, FP<br />
Daniel Novak, Jr.<br />
Novak Financial<br />
Planning<br />
FP<br />
Steven Nuetzel<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Brandon Oliver<br />
Morgan Stanley Smith<br />
Barney<br />
EP, FP, IN<br />
Niall O’Malley<br />
Blue Point Investment<br />
Management<br />
Christopher Ozazewski<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8, 13<br />
Frank Palulis<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Joseph Parnes<br />
Technomart<br />
Investment Advisors<br />
Page 32<br />
Howard R. Pinson<br />
Pinson <strong>Wealth</strong><br />
Management/The<br />
Sterling Group<br />
BP, FP, IN Page 22<br />
Elizabeth Plunkett<br />
Wells Fargo Advisors, LLC<br />
James Pomfret<br />
Wells Fargo Advisors,<br />
LLC<br />
Page 8<br />
Benjamin Proctor III<br />
Morgan Stanley Smith<br />
Barney<br />
FP Page 36<br />
Bob Ray<br />
Balitmore Washington<br />
Financial Advisors<br />
EP, FP, TX<br />
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