©five star professional 2016 baltimore › fivestarassets › pdfs › ...2016 five star wealth...

SPECIAL ADVERT IS ING SECT ION

wwwfivestarprofessionalcom mdash FS bull 1

Finding a wealth manager who suits your needs can be a daunting task In fact many consumers have a hard time figuring out where to even begin

Sometimes a few simple questions can set one off on the right path Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own Further asking a financial advisor to talk about any

specialties they might have can help uncover skills you might find useful

Ultimately how do you find an experienced wealth manager who you feel comfortable working with One who has high retention rates One who has undergone a thorough complaint and regulatory review One who has tenure in the industry

Baltimore magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Baltimore award candidates were identified using internal and external research data

bull Wealth managers do not pay a fee to be considered or placed onthe final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos futureperformance

bull Wealth managers may or may not use discretion in their practice and therefore may not manage theirclientsrsquo assets

bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as anendorsement of the wealth manager by Five Star Professional or Baltimore magazine

bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to futureinvestment success nor is there any guarantee that the selected wealth managers will be awarded thisaccomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be consideredfinancial advice For more information on the Five Star award and the researchselection methodologygo to wwwfivestarprofessionalcom

bull 1215 award candidates in the Baltimore area were considered for the Five Star Wealth Manager award356 (approximately 30 percent of the award candidates) were named 2016 Five Star Wealth Managers

Regulatory ReviewAs defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended orrevoked or payment of a fine

bull Had more than a total of three customer complaints filed against them (settled orpending) with any regulatory authority or Five Star Professionalrsquos consumer complaint process

bull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority

bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review mustattest that they meet the definition of favorable regulatory history based upon thecriteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers toconfidentially submit complaints regarding a wealth manager

bull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumersthe opportunity to submit complaints regarding a wealth manager

Five Star Wealth Managers

Evaluation Criteria ndash Considered

6 One-year client retention rate

7 Five-year client retention rate

8 Non-institutional discretionary andor non-discretionary client assetsadministered

9 Number of client households served

10 Education and professional designations

Eligibility Criteria ndash Required

1 Credentialed as an investment advisory representative or a registeredinvestment advisor

2 Actively employed as a credentialed professional in the financial servicesindustry for a minimum of five years

3 Favorable regulatory and complaint history review

4 Fulfilled their firm review based on internal firm standards

5 Accepting new clients

Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2016 Five Star Wealth Managers

For more information on the program go to wwwfivestarprofessionalcomwm_program

2016 Baltimore

AwardA Select

DisclosuresResearch

of Award WinnersDetermination

copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL copyFIVE STAR PROFESSIONAL

FS bull 2 mdash wwwfivestarprofessionalcom

The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria Eligibility criteria ndash required 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professionalrsquos consumer complaint process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process feedback may not be representative of any one clientrsquos experience C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients Evaluation criteria ndash considered 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers Award does not evaluate quality of services provided to clients Once awarded wealth managers may purchase additional profile ad space or promotional products The Five Star award is not indicative of the wealth managerrsquos future performance Wealth managers may or may not use discretion in their practice and therefore may not manage their clientrsquos assets The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future For more information on the Five Star award and the researchselection methodology go to fivestarprofessionalcom 1215 Baltimore wealth managers were considered for the award 356 (30 percent of candidates) were named 2016 Five Star Wealth Managers

W E A LT H M A N A G E R


C Emmerson SmallCFPreg Senior Vice President ndash Investments Senior PIM Portfolio Manager

Disciplined Asset Management for a Higher Level of Predictability

Four-year winner C Emmerson Small II CFPreg Senior Vice President ndash Investments Senior PIM Portfolio Manager

Emmerson has been providing investment management and advice to clients for more than 30 years

His credentials include a BA in economics and an MBA in fi nance as well as the CFPreg certifi cation

Our mission is to help our clients achieve their income investment and planning goals while providing the highest level of personal service and professional integrity

210 West Pennsylvania Avenue Suite 100 | Towson MD 21204Office 410-828-2424 | Toll-free 866-905-0355

emmersonsmallwellsfargoadvisorscom | wwwemmersonsmallwfadvcom

bull We use a discretionary fee-based investment management approach

bull Our comprehensive planning covers estate retirement and insurance needs

bull We encourage ongoing client communication and regular meetings

Advisor selection is not reflective of individual client satisfaction or future performancePlease see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1115-01541]

Wells Fargo Advisors LLC

Investment Management Liability Management and Investment PlanningFOUR-YEAR WINNER






Planning Solutions Group LLC

Exceeding Expectations in Wealth Management

Left to right Seated Three-year winner Joe Breslin CFPreg four-year winner Don Hannahs CFPreg two-year winners Chris Dionot and Chris Thomas CFPreg

Standing 2013 winner Jon Giordani CIO four-year winner Robert Carson three-year winner Scott Gomsak fi ve-year winner Tim Kvech three-year winner Neal Seagle four-year winner Jon Wienecke CFPreg two-year winner Brian Kuhn CFPreg

Planning Solutions Group is a holistic fee-based fi nancial planning fi rm Our innovative solutions are the result of a collaborative approach we coordinate with our clientsrsquo existing advisors and review their fi nancial outlook to design a comprehensive plan to fi t their needs Our process which we call The Family Wealth Continuumtrade is unique because we make recommendations based on all aspects of our clientsrsquo lives Our talented team of professionals considers legal accounting and fi nancial perspectives to off er a cross-disciplinary approach to planning

8161 Maple Lawn Boulevard Suite 400 | Fulton MD 20759 Office 301-543-6000 | Toll-free 888-740-3501

infopsgplanningcom | wwwpsgplanningcom

bull Credentials CFAreg CMFCreg MBA JD AIFreg CRPCreg CLUreg CLTC QPFC (licensed not practicing)

bull Asset management retirement and estate planning business succession and retirement planning consulting

bull Family offi ce

Securities offered through Triad Advisors Member FINRASIPC Advisory Services offered through Planning Solutions Group LLC Planning Solutions Group LLC is not affiliated with Triad Advisors

Thirty-Member FirmWith More Than 150Years of IndustryExperienceFIVE-YEAR WINNER






Gregory Armstrong bull Roy Dixon bull Colin Exelby

Left to right Two-year winner Gregory P Armstrong CFPreg three-year winner Roy G Dixon CFPreg PFP two-year winner Colin B Exelby

Wersquod like to extend our sincerest thanks to our local Baltimore clients and our clients from all over the country for their continued trust and support Armstrong Dixon and Celestial Wealth Management were founded in 2013 and 2009 respectively and recently merged in March of 2015 to leverage a combined 55 years of investment and advisory experience We all strive to help our clients answer the question ldquoWhat am I missingrdquo and to provide clients with customized innovative professional and dependable service while being recognized for industry excellence

29 West Susquehanna Avenue Suite 710Towson MD 21204

Office 443-438-7211wwwcelestialwealthmanagementcom

1500 Sulgrave AvenueBaltimore MD 21209Office 443-563-1111

wwwarmstrongdixoncom

bull Business transition and family advisory boardsbull Important estate document considerationsbull Risk assessment and asset protection strategies

bull Customized portfolio management and retirement income planningbull Thematic investing based on the world around usbull Hourly consulting

Securities offered through LPL Financial Member FINRASIPC Investment advice offered through ADE LLC a registered investment advisor ADE LLC Armstrong Dixon and Celestial Wealth Management are separate entities from LPL Financial






Compton Financial Group

Big Enough to Serve You Small Enough to Know You

Left to right Robert L Compton Founder two-year winner Christopher P Compton CFPreg ChFCreg Managing Partner

We would like to take this opportunity to thank all of our clients for their continued support On many occasions you have encouraged your family and friends to reach out to us As a result many of our new clients come from you Your confi dence and trust in our team is sincerely appreciated

Since 1978 Compton Financial Group has worked diligently to earn a reputation for creating eff ective fi nancial strategies for each client while providing the highest level of customer attention We have guided multiple generations to work toward their fi nancial goals Whether working with an individual a family or a business our wealth management team has the expertise to meet your fi nancial needs

403 Allegheny Avenue | Towson MD 21204 Phone 410-321-0168 | Fax 410-321-0169

chriscomptonfinancialcom | wwwcomptonfinancialcom

bull Our wealth management process provides objective and personalized advice

bull We off er comprehensive fi nancial retirement and estate planning services to clients to help them pursue their goals

bull We help implement and administer 401(k) and corporate retirement plans for small and mid-sized businesses Our services include educating employees and helping them to understand their plan and its options

Securities offered through LPL Financial Member FINRASIPC Investment advice offered through Compton Financial Groupa registered investment advisor and separate entity from LPL Financial

TWO-YEAR WINNER






Foundation Financial Advisors

Nonproprietary Financial Services

Left to right Front row Rachael Martin Andy Gorode CPA Ed von Lange CFPregBack row Marianne Bacci fi ve-year winner John Bacci CFPreg ChFCreg CLUreg EA four-year winner John Holtzman CFPreg AIFreg

Mollie Crocker CFPreg AIFreg Jennifer Coker

We are a registered investment advisory fi rm and our overriding mission is to remove confl icts of interest from the advisory relationship Flexibility allows us to custom-tailor solutions to address your fi nancial goals under traditional fee-based or fee-only relationship structures Our certifi ed practitioners work individually with our clients on a long-term basis to provide a foundation for your fi nancial independence

785 Elkridge Landing Road Suite 100Linthicum MD 21090

Toll-free 800-289-1584wwwffainet

bull Comprehensive holistic fi nancial planning and wealth management

bull Highly personalized services off ered in an unbiased format

bull Extensively trained and experienced advisors and staff

Securities offered through Commonwealth Financial Network Member FINRASIPC a Registered Investment AdviserAdvisory services offered by Foundation Financial Advisors are separate and unrelated to Commonwealth

Areas of FocusFinancial Estate andRetirement PlanningWealth ManagementTax PreparationFIVE-YEAR WINNER






Holistic Financial Planning

Marcy A KellyCPAPFS CFPreg

For more than 30 years Marcy has helped clients make informed fi nancial decisions She takes the time to carefully discuss her clientsrsquo tax retirement and estate planning goals Then she tailors an integrated plan that addresses their unique concerns always considering the implications of every decision Marcyrsquos careful attention to detail and her warm welcoming spirit have earned her a loyal client following respect from her peers and accolades from her industry

1916 South Crain Highway Suite 18 Glen Burnie MD 21061

Phone 410-766-1122Fax 410-766-4412

mkellylasallestcomwwwmarcykellycom

bull Tax investment insurance and estate planningbull Retirement income planningbull Serving individuals and small businessesbull Member of Ed Slottrsquos Elite IRA Advisor GroupSM

Four-year winner Marcy Kelly

Marcy Kelly is a Registered Representative of and securities are offered through LaSalle St Securities LLC (LLS) member FINRASIPC Ms Kelly is an Investment Advisor Representative of and advisory services offered through LaSalle St Investment Advisors LLC (LSIA) a Registered Investment Advisor affiliated with LSS Marcy Kelly CPA is not affiliated with LSS or LSIA Investing involves risks including the risk of principal loss

FOUR-YEAR WINNER

We Build Sound Financial Futuresreg

Kissinger FinancialServices Team

Kissinger Financial Services was founded in 1982 by Bill Kissinger Today Kissinger Financial Services off ers the very same personal attention as it did in the beginning by getting to know each and every client and helping them realize their fi nancial goals Our personal communications are based on sincerity and honesty The strategies we create are customized and based solely on the individuality of each clientrsquos goals and circumstances We are committed to developing your fi nancial future At no time do we replace your legal and tax advisors rather we work closely with them to provide a fully coordinated fi nancial plan In these times of economic concern Kissinger Financial Services off ers a sense of security by bringing structured fi nancial stability into the lives of those we serve

10155 York Road Suite 105Hunt Valley MD 21030

Office 410-252-3400Toll-free 800-653-3414

bill_kkissingernetcom | ned_kkissingernetcomwwwkissingernetcom

bull Grow protect and preserve your assetsbull Clients will always be respected and off ered

personal communication bull Two generations of creating fi nancial

independence

Left to right Five-year winner Ned Kissinger Bill Kissinger

Securities and investment advisory services offered through Sanders Morris Harris LLC Member FINRASIPC Edward WH Kissinger is a registered representative of Sanders

Morris Harris LLC which is affiliated with Kissinger Financial Services

FIVE-YEAR WINNER






An Ameriprise Platinum Financial Servicesreg Practice

JW Thomas IICRPCreg AWMAreg AAMSreg CMFCreg Financial Advisor

Since 1894 Ameriprise Financial has helped millions of Americans feel more confi dent about their fi nancial future As an Ameriprise fi nancial advisor I remain true to our vision of always putting clients fi rst I work with clients to help them create solutions for building maintaining and transferring wealth Discover the one-on-one attention you deserve call me today to schedule an appointment

180 Admiral Cochrane Drive Suite 550 | Annapolis MD 21401

Phone 443-837-1071 | Toll-free 866-604-4573

jameswthomasampfcom | ameripriseadvisorscomjameswthomas

bull Comprehensive fi nancial planning approachbull Wealth management strategiesbull Customized investment and insurance strategiesbull Outstanding client service

2012 ndash 2016 winner JW Thomas IIInvestors should conduct their own evaluation of a financial professional as working with a financial advisor is not a

guarantee of future financial success Investment advisory services and products are made available through Ameriprise Financial Services Inc a registered investment adviser Ameriprise Financial Services Inc Member FINRA and SIPC

FIVE-YEAR WINNER

Committed to Clients Achieving Their Goals

Ariel ldquoRickrdquo Popel andKenneth DiBlasi

Our clients are the foundation of our practice As such we are committed to making a meaningful diff erence in their lives by guiding them to make well-informed fi nancial decisions through education and a customized approach to investing Whether it is retirement estate or investment planning our goal is to create a tailored strategy to help our clients achieve their goals

2330 West Joppa Road Suite 255Lutherville MD 21093

Office 410-583-4843Toll-free 800-662-2576

arielpopelmorganstanleycomkennethadiblasimorganstanleycom

morganstanleyfacomthepopeldiblasigroup

bull Customized investment strategiesbull Advising families and businessesbull Personal relationships built on trustbull Ariel ldquoRickrdquo Popel Five Star Wealth Manager

award winner 2012 ndash 2016bull Kenneth DiBlasi Five Star Wealth Manager

award winner 2014 ndash 2016

Left to right Three-year winner Kenneth DiBlasi Associate Vice President Wealth Advisor CRPCreg Donna Sebastian Registered Client Service Associate fi ve-year winner Rick Popel Senior Vice President Wealth Advisor CFPreg Philip Nazzaro Financial Planning Specialist

copy2016 Morgan Stanley Smith Barney LLC Member SIPC

FIVE-YEAR WINNER






Attentive and Disciplined Financial Management

Lee WaltersSenior Vice President ndash Investments

Lee Walters is a fi nancial advisor with Wells Fargo Advisorsrsquo Baltimore Maryland offi ce Mr Walters brings more than 30 years of business and investment experience as a fi nancial advisor small-business owner and company president A magna cum laude graduate of Cornell University Mr Walters specializes in strategic and tactical portfolio management individual investment security selection risk techniques for capital preservation estate planning strategies retirement income education plans and insurance

250 West Pratt Street 23rd FloorBaltimore MD 21201

Office 410-385-9214Toll-free 800-638-0626

leewalterswellsfargoadvisorscom

bull Your goals and successbull Your assurancebull Your advisor

Left to right Three-year winner Lee Walters Financial Advisor Senior Vice President ndash Investments Peggy Miklas Client Associate

Wells Fargo Advisors LLC Member SIPC [CAR 1115-01216]

THREE-YEAR WINNER

John Gibson andColleen Schuler

John and Colleen provide a tailored-solutions approach to their clientsrsquo fi nancial needs with an emphasis on relationships built on trust education and understanding whatrsquos most important to their businesses andor families

2027 Somerville RoadAnnapolis MD 21401

John 443-699-2747Colleen 443-510-0904

jgibson1mtbcomcschulermtbcom

bull Investment strategiesbull Retirement planning optionsbull Insurance solutions

Left to right Two-year winner John Gibson Vice President CFPreg 2016 winner Colleen SchulerVice President CFPreg

Brokerage services are offered by MampT Securities Inc (member FINRASIPC) not by MampT Bank MampT Securities is not affiliated with Five Star Professional

Investment and Insurance Products bull Are NOT Deposits bull Are NOT FDIC-Insured bull Are NOT Insured By Any Federal Government Agency bull Have NO Bank Guarantee

bull May Go Down In Value

TWO-YEAR WINNER






bull Help you clarify your goals and objectivesbull Feel more prepared in all market conditionsbull Obtain greater peace of mind by having a fi nancial planI am passionate about working with clients to help them meet their financial needs and plan for the future which could include cash reserves and debt management investments protection and taxes You can feel confident that the advice I provide reflects your personal dreams and goals Five Star Wealth Manager 2012 ndash 2016

11350 McCormick Rd EP 1 Ste 500Hunt Valley MD 21031

Office 410-771-5522 Ext 103richardkjuergensenampfcom

ameriprisecomrichardkjuergensen

Sound Advice Tailored to Your Vision

Juergensen and Associates a private wealth advisory practice of Ameriprise Financial Servcies Inc Investors should conduct their own evaluation of a fi nancial professional as working with a fi nancial advisor is not

a guarantee of future fi nancial success Ameriprise Financial cannot guarantee future fi nancial results Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investment advisory services and products are made available through Ameriprise Financial Services Inc a registered

investment adviser Ameriprise Financial Services Inc Member FINRA and SIPC

Richard JuergensenCFPreg CRPCreg Private Wealth Advisor

FIVE-YEAR WINNER

bull Providing clarity to complex fi nancial issuesbull Wealth preservation and accumulationbull Building lasting relationships

Working together we will develop and implement strategies to help you work toward accomplishing your financial goals Our strong client relationships are built on trust and confidence

6200 Old Dobbin Ln Ste 100Columbia MD 21045Direct 410-309-3620Office 410-309-3600

annelondonaxa-advisorscomannelondoncom

Securities offered through AXA Advisors LLC (New York NY 212-314-4600) Member FINRASIPC Investment advisory products and services offered through AXA Advisors LLC an investment advisor registered with the SEC Annuity and insurance products offered through AXA Network LLC Certified

Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US

AGE-99467(1214)(exp1216)

Anne G LondonCERTIFIED FINANCIAL PLANNERtrade professional Retirement Planning Specialist

FIVE-YEAR WINNER

bull Custom-designed innovative strategiesbull Uncover address and prioritize concerns and goalsbull Creator of The WealthFACTOR AdvantageregAre the complexities of wealth building taking you off balance The WealthFACTOR Advantagereg is specifically designed for owners of growing businesses and financially responsible individuals Our unique process promotes family wealth protection and transfer by leveraging customized strategies and innovative solutions We help improve your financial opportunities without distracting you from whatrsquos important

9515 Deereco Rd Ste 700Timonium MD 21093

Office 410-527-1292 Ext 231Toll-free 800-510-0763 Ext 231Levin_ScottNLGroupmailcom

wealthfactoradvantagecom

Smarter Strategy Focused Resultsreg

Scott M Levin CFPreg is a Registered Representative and Investment Advisor Representative of Equity Services Inc Securities and Investment Advisory Services offered solely by Equity Services Inc Member FINRASIPC 9515 Deereco Road Suite 700 Timonium MD 21093 410-527-1292

Worthington Financial Partners is Independent of Equity Services Inc TC87828(1115)1

Scott M LevinPartner CFPreg

FIVE-YEAR WINNER

Stan Evans CFPreg now celebrates his 35th year in the insurance investment and fi nancial planning business As a CERTIFIED FINANCIAL PLANNERtrade professional Stan specializes in small-business and professional markets in addition to personal and business fi nancial planningStanrsquos stated objective is to advise clients on prudent insurance and investment decisions in order to maximize wealth on a tax-efficient basis Stan has achieved many milestones including being a member of the Million Dollar Round Tablereg achieving ldquoCourt of the Tablerdquo status and he is one of Penn Mutualrsquos elite advisors He treats all clients with a straightforward common-sense approach

4 N Park Dr Ste 400Hunt Valley MD 21030 Phone 410-821-2920

evansstanpmlmailcom wwwcapitalfinancialmarylandcom

We Seek a Superior Financial Model

Registered Representative of Hornor Townsend amp Kent Inc (HTK) Registered Investment Advisor Member FINRASIPC 4 N Park Dr Ste 400 Hunt Valley MD 21030 410-821-2920 Capital Financial

Benefit Solutions LLC is not affiliated with HTK HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company 1357377PH_Dec17

H Stanley EvansCFPreg

TWO-YEAR WINNER






bull I will help you plan for your dreams and track your progressbull Knowledgeable advicebull Premier service bull 2012 ndash 2016 Five Star Wealth Manager award winner

With more than 15 years of experience and an Ameriprise Platinum Financial Servicesreg practice I emphasize a holistic approach to the financial planning process I am dedicated to creating client-focused strategies that will help you plan to achieve your specific financial goals

11350 McCormick Rd EP 1 Ste 500 Hunt Valley MD 21031

Phone 410-771-5522 Ext 101edwardlherringampfcom

ameripriseadvisorscomedwardlherring

Solid Actionable Financial Planning

Chip HerringCRPCreg Financial Advisor

Investors should conduct their own evaluation of a fi nancial professional as working with a fi nancial advisor is not a guarantee of future fi nancial success Ameriprise Financial cannot guarantee future fi nancial results Investment advisory services and products are made available through Ameriprise Financial Services Inc a

registered investment adviser Ameriprise Financial Services Inc Member FINRA and SIPC

FIVE-YEAR WINNER

bull Customized wealth planningbull Retirement income planningbull 401(k) plan advisory servicesbull Insurance and risk management

Our mission is to simplify and organize your financial life and provide ongoing comprehensive investment planning and related services designed to help you and your family achieve lifetime financial security Our focus is to deliver high-quality service and advice to a small number of clients made up of successful individuals families and businesses

2350 W Joppa RdLutherville MD 21093Phone 410-494-6820

jamespomfretwfadvisorscomhomewellsfargoadvisorscom

jamespomfret

James J PomfretManaging Director ndash Investment Officer ChFCreg CLUreg AIFreg


FIVE-YEAR WINNER

bull Cut clarity and color

Oxfordrsquos English Dictionary describes a diamond as ldquoa precious stone consisting of a clear crystalline form of pure carbon the hardest naturally occurring substancerdquo Harder than granite and capable of cutting glass diamonds are prized possessions and valued heirlooms This multifaceted gem inspired the associates at Diamond Wealth Management to create a cohesive broad-spectrum approach to providing cutting-edge financial services in a complex and ever-changing environmentDiamond Wealth Management is on the cutting-edge of fi nancial solutions

1312 Margarette AveTowson MD 21286

Phone 410-321-0328gerridiamondcambridgesecurecom

wwwDiamondWealthMgmtcom

Diamond Wealth Management

Multifaceted Planning for Your Brightest Future

Securities offered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Advisory services offered through Cambridge Investment Research Advisors Inc a Registered

BrokerDealer Diamond Financial and Cambridge are not affiliated

Geraldine DiamondCFPreg CRPCreg

TWO-YEAR WINNER

bull Financial education in the workplacebull Pension and retirement income alternativesbull Estate-conservation strategiesbull Business successionbull Full brokerage services

My goal is to provide families and business owners with assistance in building their financial freedom We have the skills knowledge and experience required to help meet our clientsrsquo established goals Our objective is to become a lifetime resource for each client

6085 Marshalee Dr Ste 210Elkridge MD 21075

Phone 443-492-6555jalloteymetlifecom

wwwjamesalloteymetlifecom

Metropolitan Life Insurance Co New York NY 10166 Securities and investment advisory services offered by MetLife Securities Inc (FINRASIPC) a registered investment adviser Both are MetLife

companies L0915436505[exp1116][MDVA][DC]

James M AlloteyFinancial Services Executive CLUreg ChFCreg CASLreg

FOUR-YEAR WINNER






As an Ameriprise financial advisor for over 17 years Andrea believes success should be measured not just by your financial health but by how confident you feel about your future Five Star Wealth Manager 2015 and 2016

2225 Old Emmorton Rd Ste 108Bel Air MD 21015

Phone 410-569-9694andreankirkampfcom

ameripriseadvisorscomandreankirk

Andrea N KirkCRPCreg Financial Advisor CERTIFIED FINANCIAL PLANNERtrade practitioner

Investors should conduct their own evaluation of a fi nancial advisor Investment advisory services and products are made available through

Ameriprise Financial Services Inc a registered investment adviser Ameriprise Financial Services Inc Member FINRA and SIPC

TWO-YEAR WINNER

Paul works with successful individuals to help navigate the complexities of their financial lives He does this through a comprehensive approach that takes into account their short- and long-term goals as well as intergenerational transfer 2013 ndash 2016 Five Star Wealth Manager award winner

2330 W Joppa Rd Ste 255Lutherville MD 21093 Phone 410-494-8355Phone 410-296-9200

paulmfoxmorganstanleycom wwwmorganstanleyfacompaulfox

Paul M FoxSenior Vice President ndash Financial Advisor CFPreg CIMAreg CAIA CRPCreg


FOUR-YEAR WINNER

61 Cornhill StAnnapolis MD 21401Direct 410-263-1313Office 443-926-9226

nsakellariountsbearingcomwwwntsbearingcom

Nilos T SakellariouWealth Management Advisor

bull Highly individualized service and unwavering attention to detail

bull We avoid the generic paint-by-numbers strategies of the large brokerage houses

Designations BA graduated with honors in economics 1987 and CFM 1996

Wealth Management

Securities off ered through Arete Wealth Management member FINRASIPCNFA

FOUR-YEAR WINNER


I provide a tailored-solutions approach to my clientsrsquo financial needs with an emphasis on relationships built on trust education and understanding whatrsquos most important to their businesses andor families

25 S Charles StBaltimore MD 21201Phone 410-244-3784jlogsdonmtbcom

wwwmtbcomfind59

Brokerage services and insurance products are offered by MampT Securities Inc (member FINRASIPC) not by MampT Bank MampT Securities Inc is licensed as an insurance agent and acts as agent for insurers

MampT Securities is not affiliated with Five Star Professional

Jenny LogsdonSenior Financial Consultant CFPreg

Investment and Insurance Products bull Are NOT Deposits bull Are NOT FDIC-Insured bull Are NOT InsuredBy Any Federal Government Agency bull Have NO Bank Guarantee bull May Go Down In Value

THREE-YEAR WINNER

Find a financial planner who will take the time to educate you eliminate the mystery and put you on the correct path

mdash Five Star award winner

ldquoHave a process for managing money that is not based on opinions

attitudes or emotionsrdquomdash Five Star award winner






For more than a decade Ben has helped clients address financial goals and develop sound strategies for their specific needs Ben has dedicated his career to delivering the personalized investment planning his clients deserve

2350 W Joppa RdGreenspring Centre

Lutherville MD 21093Office 410-494-6810

benpetrilliwellsfargoadvisorscom

Benjamin J PetrilliCFPreg Associate Vice President ndash Investments


FOUR-YEAR WINNER

Wherever life takes you I work to ensure your investments and insurance are meeting your financial goals I offer a four-square strategy that composes cash management risk management investments financial advising taxes and estate planning Five Star Wealth Manager 2015 and 2016


Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC

Metropolitan Life Insurance Company (MLIC) New York NY 10166 Securities and investment advisory services off ered by MetLife Securities

Inc (MSI) member FINRASIPC and a registered investment adviserMLIC and MSI are MetLife companies

TWO-YEAR WINNER

Building from a foundation based on mutual trust and client satisfaction Michelle customizes a long-term investment approach to help clients develop and implement strategies for accumulating wealth and realizing their goals

2350 W Joppa RdLutherville MD 21093Direct 410-494-6870

Toll-free 800-777-8714michelleharf-grimwellsfargoadvisorscom

wfadvisorscommichelleharf-grim

Michelle Harf-GrimAssociate Vice President ndash Investments CRPCreg


FIVE-YEAR WINNER

bull Sports and entertainment directorbull Senior investment management consultantbull Portfolio manager

2330 W Joppa Rd Ste 255Lutherville MD 21093Direct 410-583-4840

Toll-free 800-662-2576masonchampionmorganstanleycommorganstanleyfacomchampiongroup

Mason ChampionFirst Vice President Financial Advisor

Mason Champion serves his clients with a custom and comprehensive approach to wealth management2012 ndash 2016 Five Star Wealth Manager


FIVE-YEAR WINNER

Our pledge to clients combines cutting-edge resources independent investment advice and exemplary service to help them reach their wealth management goals For more information visit wwwlincolninvestmentcom

Chesapeake Financial Strategies LLC

7501 Greenway Ctr Dr Ste 420Greenbelt MD 20770 Phone 301-474-8300

wwwchesapeakefinancialstrategiescom

Donald L MooreCLUreg ChFCreg

Advisory services off ered through Capital Analysts or Lincoln Investment Securities off ered through Lincoln Investment BrokerDealer Member

FINRASIPC Chesapeake Financial Strategies LLC and the above fi rms are independent non-affi liated entities

THREE-YEAR WINNER

bull Comprehensive financial planningbull Rollover IRAsbull Retirement planningbull Portfolio managementbull 529 college savings

650 S Exeter St Ste 1100Baltimore MD 21202Phone 410-736-5354

Toll-free 800-837-5833brianmdunnemorganstanleycomwwwmorganstanleyfacomdunne

Brian M DunneFinancial Advisor Associate Vice President CFPreg

Certifi ed Financial Planner Board of Standards Inc owns the certifi cation marks CFPreg CERTFIED FINANCIAL PLANNERtrade and federally registered CFP (with fl ame

design) in the US copy2016 Morgan Stanley Smith Barney LLC Member SIPC

FOUR-YEAR WINNER

For more than 35 years Bil l has provided comprehensive financial planning retirement income planning and portfolio management services to individuals families and business owners Five Star Wealth Manager award winner 2015 ndash 2016 Please visit his website at morganstanleyfacommazurekcom

2330 W Joppa Rd Ste 255Lutherville MD 21093Phone 410-494-1856

Toll-free 800-662-2576williammazurekmorganstanleycom

morganstanleyfacommazurek

William J Mazurek JrVice President Financial Advisor Sr Portfolio Manager


TWO-YEAR WINNER

My practice of 30 years is relationship-based Knowing you and your financial goals comes first Together we work to manage your investment needs through long-term market and life cycles 2013 ndash 2016 Five Star Wealth Manager

2270 W Joppa Rd Ste 255Lutherville MD 21093Phone 410-494-8291manuelewasserman

morganstanleycom

Manuele D WassermanFirst Vice President ndash Wealth Management Financial Advisor CFPreg

Certifi ed Financial Planner Board of Standards Inc owns the certifi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP

(with fl ame design) in the UScopy2016 Morgan Stanley Smith Barney LLC Member SIPC

FOUR-YEAR WINNER

For more than 20 years we have helped clients to preserve what they worked so hard to achieve and to maintain their preferred lifestyle

888 Bestgate Rd Ste 205 Annapolis MD 21401

Toll-free 888-897-9401Phone 410-897-9401 eringaylegacyfgcom

wwwLegacyfgcom

Erin Willis GayAWMAreg CFSreg RFCreg Founder CEO

Securities and advisory services off ered through Cambridge Investment Research a BrokerDealer Member FINRASIPC

THREE-YEAR WINNER






Business PlanningJosh Weszka middot Vision Financial Group

Financial PlanningEdwin Abrams middot MetLife 3

Steven Ackerson middot Ameriprise Financial Services Inc

Michael Akers middot Scott amp StringfellowBBampT Securities

James Allotey middot MetLife Page 11

Ann Alsina middot CovingtonAlsinaLPL Financial

Mark Altemus middot Morgan Stanley

Champe Andrews middot Harbor Investment Solutions

Steve Aquino middot Aquino Financial Group

Gregory Armstrong middot LPL Financial Page 4

Katherine Armstrong middot Heritage Financial Consultants

David Baker middot AXA Advisors

Kalen Baxter middot LPL Financial

David Berman middot Berman McAleer

Christopher Biddison middot AXA Advisors

Thomas Biddison III middot Cornerstone Advisory

Abby Bond middot MetLife

Mary Boyle middot Morgan Stanley

Eric Brann middot Morgan Stanley

Joe Breslin IV Planning Solutions Group Page 3

Melford Brown Jr middot Ameriprise Financial Services Inc

Kevin Bultman middot The Tenet Financial Group

Alan Butler middot Morgan Stanley

Michael Calabrese middot Severn Financial Solutions

Jennifer Campion Daly middot Morgan Stanley

Jeffrey Caples middot Maryland Capital Management

Jeffrey Carlson middot Ameriprise Financial Services Inc

Robert Hayes Carson middot Planning Solutions Group Page 3

Mason Champion middot Morgan Stanley Page 13

Sarah Cicero middot Stonebridge Advisors

Joseph Cirelli middot Morgan Stanley

David Citron middot WMS Partners

Andrew Cook middot Berman McAleer

Martha Crocker middot Foundation Financial Advisors

Wm Neil Cummins middot MetLife

Joseph Dankowski middot First Financial Group

Kenneth Dauses middot Morgan Stanley

Charles Derrick middot Park Avenue Securities

Ellwood Derricks middot Partnership Wealth Management

David Devito middot Morgan Stanley

Award winners listed by primary service and listed alphabetically by last name

At Morgan Stanley Eric A Villamater and his associates C Ryan Palting and Elizabeth M Andrews are committed to helping their clients successfully achieve their goals while providing the highest level of personal service and professional integrity Er ic A Vi l lamater is a por tfol io management director and a 2012 ndash 2016 Five Star award winner

303 International Cir Ste 500Hunt Valley MD 21030Office 410-229-8245

ericavillamatermorganstanleycom

Eric A VillamaterSr Vice President Financial Advisor


FIVE-YEAR WINNER

Dedication to my clients while meeting their individual financial needs is my only goal Communication and keeping my clientsrsquo objectives the top priority for me are key

Integrated Financial Solutions Inc

8850 Columbia 100 Pkwy Ste 400 Columbia MD 21045Office 410-480-0007 Direct 410-514-6125

DennisReisherLPLcomwwwifsmdnet

Dennis G ReisherLPL Financial Advisor

bull Retirement and financial planningbull Investing and portfolio managementbull Risk analysis and insurance planning

Securities and fi nancial planning off ered through LPL Financial a registered investment advisor Member FINRASIPC

5950 Symphony Woods Rd Ste 412Columbia MD 21044

Phone 443-276-9595RickWagenerLeecomwwwWagenerLeecom

Richard H WagenerCFPreg CLUreg ChFCreg

bull Executive compensation restricted stock and ISONQ options

bull Deferred compensation and concentrated equity strategies

bull Succession planning asset protection and retirement planning

bull 2012 ndash 2016 Five Star Wealth Manager Securities off ered through Raymond James Financial Services Inc

member FINRASIPC

FIVE-YEAR WINNER

With 46 years of experience in all phases of wealth management I am dedicated to being your trusted advisor to partner with you personally as a fiduciary to manage your financial retirement and estate planning needs I am committed to integrating advanced financial planning and scientific risk-profiling technologies to attain the highest probability of financial security


Cell 410-688-3410khurlockcalinvcom

wwwcalvertinvestmentcounselcom

King HurlockPresident CFA CIC

My goal is to inspire you reduce stress deliver value and simplify financial solutions mdash all to help balance your life 2015 and 2016 Five Star Wealth Manager

1954 Greenspring Dr Ste 200Timonium MD 21093Phone 410-308-6102

Toll-free 800-638-4213amyerobertsampfcom

Amy RobertsFinancial Advisor

bull Cover essentials and ensure your lifestyle

Freilich Roberts and Associates a fi nancial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own

evaluation of a fi nancial professional as working with a fi nancial advisor is not a guarantee of future fi nancial success Ameriprise Financial

Services Inc Member FINRA and SIPC

TWO-YEAR WINNER

Body Copy

1954 Green Spring Dr Ste 200 Timonium MD 21093Phone 410-308-6193

Rtheodoremurphyampfcom

R Theodore MurphyCFPreg ChFCreg CLUreg Financial Advisor Vice President

Creative Strategic and Efficient

Investors should conduct their own evaluation of a fi nancial professional as working with a fi nancial advisor is not a guarantee of future fi nancial

success Ameriprise Financial Services Inc Member FINRA and SIPC

FOUR-YEAR WINNER






Geraldine Diamond middot Diamond Wealth Management Page 11

Kenneth DiBlasi middot Morgan Stanley Page 8

Christopher Dionot middot Planning Solutions Group Page 3

Lyn Dippel middot Fai Wealth Management

Roy Dixon middot Armstrong Dixon Business amp Family Advisors Page 4

Harriet Doherty middot Heritage Financial Consultants

David Donnelly middot Suntrust Investment Services

Kevin Doyle middot Raymond James amp Associates

Audrey Drossner middot Oracle Captital Strategies

Jason Dudderar middot Morgan Stanley

F Keith Duncan middot Duncan Investment Partners

Brian M Dunne middot Morgan Stanley Page 13

Richard DuVal Jr middot Robert W Baird amp Co

Phillip Dyer middot Dyer Financial Advisory

Shaun Eddy middot Strategic Wealth Management Group

Carol Empie middot Raymond James amp Associates

H Stanley Evans middot Hornor Townsend amp Kent Page 10

Paul Evans middot Raymond James Financial Services

Paul Fallace middot Morgan Stanley

Michael Feranec middot Morgan Stanley

Carlos Fernandez middot Morgan Stanley

Andrew Fink middot Morgan Stanley

David Fisher middot Raymond James Financial Services

Craig Flury middot Morgan Stanley

Joseph Flynn middot Flynn Capital Management

Harry Ford middot Morgan Stanley

Paul Fox middot Morgan Stanley Page 12

James Furnary middot Ameriprise Financial Services Inc

Erin Gay middot Legacy Financial Page 13

Donna Gestl middot The Prosperity Consulting Group

John Gibson middot MampT Securities Page 9

Hillel Goldman middot AXA Advisors

Joshua Goldsmith middot Scarborough Capital Management

Scott Gomsak middot Planning Solutions Group Page 3

Brian Gracie middot Heritage Financial Consultants

Pamela Graham middot LPL Financial

Sharon Grinestaff middot Shariden Consulting amp Wealth ManagementLPL Financial

Dennis Grinestaff Jr middot Shariden Consulting amp Wealth ManagementLPL Financial

Melanie Hagan middot Berman McAleer

Donald S Hannahs middot Planning Solutions Group Page 3

John Hauserman middot RetirementQuest Wealth Management

Jeffrey Henderson middot Charles Schwab amp Company

Thomas Henry middot LPL Financial

Ryan Herbert middot Prostatis Financial Advisors Group

Rebecca Hergenroeder middot Hergenroeder Financial Advisors

Chip Herring middot Ameriprise Financial Services Inc Page 11

Michael Hilliard middot Ameriprise Financial Services Inc

George Hocker middot Morgan Stanley

Michael Hoff middot Morgan Stanley

Donald Hoffman middot The Prosperity Consulting Group

Stephen Holt middot Premier Planning Group

Anne Hoppenstein Fink middot Morgan Stanley

Brian A Horn middot Heritage Financial Consultants

Gary William Horn middot Heritage Financial Consultants

Donald Huber Jr middot Cornerstone Advisory

James Hudson middot First Command Financial Planning

Bill Huhn middot Morgan Stanley

Alex Humphries middot Morgan Stanley

John Huynh middot Robert W Baird amp Co

Kaela Iciek middot Morgan Stanley

Nick Innerbichler middot Retirement Planning Services

Michael Johnson middot Robert W Baird amp Co

Richard Juergensen middot Ameriprise Financial Services Inc Page 10

Bryan Karsner middot BRK Financial

David Kauffman middot Pinnacle Advisory Group

Marcy Kelly middot Kelly Financial Services Page 7

Tom Kimmerle middot Morgan Stanley

Timothy King middot LPL Financial

Andrea Kirk middot Ameriprise Financial Services Inc Page 12

Margaret Kosmerl middot Blue Heron Financial Group

Jude Kotarides middot Alliant Financial Management

Debra Kriebel middot Pinnacle Advisory Group

Brian Kuhn middot Planning Solutions Group Page 3

Timothy J Kvech middot Planning Solutions Group Page 3

Philip Lee middot Morgan Stanley

Scott Levin middot Worthington Financial Partners Page 10

Stephen Lo middot Charles Schwab amp Company

Jenny Logsdon middot MampT Securities Page 12

Anne London middot AXA Advisors Page 10

Roy Longanecker middot Morgan Stanley

Peter Maller middot Maller Wealth Advisors

Bob Manankil middot Robert W Baird amp Co

Matthew Manning middot Morgan Stanley

Scott R Manning middot Morgan Stanley

Joshua Mason middot Pinnacle Advisory Group

Joshua Mauer middot Morgan Stanley

Matthew May middot Morgan Stanley

John McAleer middot Berman McAleer

John McCarthy middot Heritage Financial Consultants

Michael McDonald middot Ameriprise Financial Services Inc

James Metzbower middot Brooks Financial Group

Susan Micheltree middot Berman McAleer

Ronald Mitcherling middot Morgan Stanley

Patrick Monaghan IV middot Berman McAleer

Pamela Monetti middot Life Plan Financial

Donald Moore middot Chesapeake Financial Stategies Page 13

William Morgan III middot Ameriprise Financial Services Inc

David Mott middot Morgan Stanley

James Louis Mugele middot Robert W Baird amp Co

Ronald Murphy middot Ameriprise Financial Services Inc Page 14

Edward Myers middot Raymond James amp Associates

Jason Nazelrod middot Nazelrod amp Associates

Michael Niedzwiecki middot Ameriprise Financial Services Inc

John Olson middot First Command Financial Planning

Richard Osman middot Integrated Financial Partners

Todd Paradise middot The WPG Financial Group

Jason Parks middot Morgan Stanley

John Pastalow III middot Ameriprise Financial Services Inc

Jonathan Pearlstein middot Ameriprise Financial Services Inc

Bill Persons middot Morgan Stanley

Robert Petty middot Morgan Stanley

Hilary Platt middot Perpetual Wealth

Ariel ldquoRickrdquo Popel middot Morgan Stanley Page 8

Christopher Portner middot PSA Insurance amp Financial Services

Harvey Pullen middot First Command Financial Planning

Bryan Quackenbush middot Morgan Stanley

Dennis Reisher middot LPL Financial Page 14

Amy Roberts middot Ameriprise Financial Services Inc Page 14

Brian Rosenbaum middot Melnick Rosenbaum Wealth Management

David Rosenthal middot Ameriprise Financial Services Inc

Marco Sacca middot Robert W Baird amp Co

Nilos Sakellariou middot NTS Bearing Page 12

Jason Sarratea middot Morgan Stanley

Robert Saunders middot Ameriprise Financial Services Inc

Ethan Schuchman middot Cross Country Wealth Management

Scott Schuebel middot Garrison Financial

Colleen Ann Schuler middot MampT Securities Page 9

Lance Scott middot Bay Harbor Wealth Management

Neal Seagle middot Planning Solutions Group Page 3

Elaine Shanley middot LPL Financial

Jonathan Shimaitis middot Morgan Stanley

Michael Shuck middot Ameriprise Financial Services Inc

Brian Sigwart middot MetLife

Victor Simon middot Lifetime Wealthcare

David Solomon middot Ameriprise Financial Services Inc

Paul Speargas middot WMS Partners

Thomas Spray-Fry middot Heritage Financial Consultants

Robert H Stahler Jr middot HD Vest Financial Services

Michael Steinhardt middot Steinhardt Financial Group

James Sterling middot Raymond James Financial Services

Carl Strozyk middot 360 Financial Group

Douglas Sunday middot Ameriprise Financial Services Inc

Jonathan Szostek middot Scarborough Capital Management

JrsquoNeanne Theus middot Theus Wealth AdvisorsMarathon Financial Group

Christopher T Thomas middot Planning Solutions Group Page 3

James Thomas II middot Ameriprise Financial Services Inc Page 8

Clayton Ulman middot Ulman Financial

Christopher Varlotta middot MetLife

Eric Villamater middot Morgan Stanley Page 14

Edward von Lange middot Foundation Financial Advisors

Michael Ward middot Stonebridge Advisors

Jordan Weinberg middot Strata Financial Services

Jonathan L Wienecke middot Planning Solutions Group Page 3

Gary Williams middot Williams Asset Management

Pamela Williams middot NBC Securities

Edward C Witherspoon middot Holistic Private Wealth

Morry Zolet middot Morgan Stanley

InsurancePatrick Dyer middot Capital Portfolio

Management

Neil RG Young middot Young amp Company






InvestmentsMichael Achatz middot MetLife

Ian Arrowsmith middot Scarborough Capital Management

Carol Ashmen middot Atlantic Financial Services

John Bacci middot Foundation Financial Advisors Page 6

Peter W Bacon middot Morgan Stanley

David Baitel middot MetLife

Andrew Berkowitz middot Morgan Stanley

Thomas Walter Bird middot Wells Fargo Advisors LLC

John Blair middot Maryland Capital Management

Robert Bogue Jr middot Greenspring Wealth Management

Jonathan Bradley middot Cristata Wealth Solutions

George D Bragaw middot Wells Fargo Advisors LLC

Donald Burke middot Hergenroeder Financial Advisors

Valerie Campbell middot Wells Fargo Advisors LLC

Frank Cappadora middot CIC Wealth

Timothy Carne middot Synergy Financial Group

Jason Chamberlain middot Morgan Stanley

Patrick Collins middot Greenspring Wealth Management

Christopher Compton middot Compton Financial Group Page 5

Brian M Conrad middot Edward Jones

Kathleen Counts middot Wells Fargo Advisors LLC

Catherine Cronauer middot Wells Fargo Advisors LLC

Thomas Custance middot Edward Jones

Kenneth Danker middot Morgan Stanley

Jonathan Davidov middot Morgan Stanley

Eric Decker middot Wells Fargo Advisors LLC

Stephen DeFeo middot Wells Fargo Advisors LLC

James Denora middot Leading Edge Wealth Advisors

Jonathan Shuford Dinkins middot Glass Jacobson Investment Advisors

George Dircks Jr middot Wells Fargo Advisors LLC

Benjamin Dychala Jr middot BJD Financial Planning Group

David Emig middot Wells Fargo Advisors LLC

Michael Englehart middot Wells Fargo Advisors LLC

Thomas Ervin middot Morgan Stanley

Joseph Esposito middot Wells Fargo Advisors LLC

Colin Exelby middot Celestial Wealth Management Page 4

Avis Fagu middot Wells Fargo Advisors LLC

Dorie Fain middot AndWealth

Michael Fein middot CIC Wealth

Ann Fenwick middot Fenwick Financial Services

Angela ldquoJulierdquo Finney middot United Capital Financial AdvisorsGirard Securities

Craig Fischer middot Atlantic Financial Services

Mitchell Ford middot Morgan Stanley

David Scott Frank middot Wells Fargo Advisors LLC

Barbara Freilich middot Ameriprise Financial Services Inc

Damian Gallina middot Buttonwood Financial Advisors

Barry Garber middot Deutsche Bank Securities

Craig M Gayhardt middot Wells Fargo Advisors LLC

James Sherwood Gibbons middot Wells Fargo Advisors LLC

Chris Glotzbach middot Morgan Stanley

Patrick J Goles middot Janney Montgomery Scott

David Gough middot Compass Wealth Strategies

John Fox Graham Jr middot Robert W Baird amp Co

Christopher Grant middot Grant Gross Mendelsohn

Vladimir Greben middot Summit Brokerage Services

Joshua Greenwald middot Wells Fargo Advisors LLC

Michelle Harf-Grim middot Wells Fargo Advisors LLC Page 13

Ray Harrison middot Lombard Securities

Elizabeth Hartman middot Hartman Financial

Michael Joseph Hartman middot Wells Fargo Advisors LLC

Elisabeth Hayes middot Chapin Davis Investments

Stephen Hepburn middot Edward Jones

Lisa Hergenroeder middot Hergenroeder Financial Advisors

Marc Hertzberg middot Wagner Bowman Management

Carol Hess middot Janney Montgomery Scott

Thomas Hipple middot Morgan Stanley

John Holtzman middot Foundation Financial Advisors Page 6

Matthew Hopkins middot Wells Fargo Advisors LLC

Patrick Horan middot Horan Capital Management

Walter Hrab middot Ameriprise Financial Services Inc

King Hurlock Jr middot Calvert Investment Counsel Page 14

James J Jacobson middot Morgan Stanley

Robert Jeffrey middot Morgan Stanley

Marilynn Katatsky middot Morgan Stanley

David Kelley middot Charles Schwab amp Company

Edward Kissinger middot Kissinger Financial Services Page 7

Matthew A Klatsky middot Wells Fargo Advisors LLC

Bryon Knoble middot Wells Fargo Advisors LLC

Allan E Krausz middot Wells Fargo Advisors LLC

Daniel Kuhn middot Ameriprise Financial Services Inc

Marat Kushner middot Wells Fargo Financial Network LLC

Alexis Peter Lecouras middot Edward Jones

James Lee middot Metropolitan Wealth Advisors

Bryce Legg middot Robert W Baird amp Co

Keith Levitt middot Robert W Baird amp Co

John Likoudis middot Edward Jones

Michael Little middot Grant Gross Mendelsohn

Daniel Lysik middot Pratt Capital

Steve Marohl middot Wells Fargo Advisors LLC

George Matthai middot Matthai Capital Management

William J Mazurek Jr middot Morgan Stanley Page 13

Gary Melnick middot Hornor Townsend amp Kent

Mark Miller middot Ameriprise Financial Services Inc

Todd Mitchell middot Janney Montgomery Scott

Meredith Mowen middot Legg Mason Investment Counsel

Keith Murray middot Chapin Davis Investments

Spencer Neal middot Leading Edge Wealth Advisors

Dominic Nicolini middot Morgan Stanley

Steven C Nuetzel middot Wells Fargo Advisors LLC

Patrick OrsquoBrien middot PFS Investments

Brandon Oliver middot Morgan Stanley

Gregory Ostrowski middot Scarborough Capital Management

Christopher Ozazewski middot Wells Fargo Advisors LLC

Frank Palulis middot Wells Fargo Advisors LLC

Gregory Paranzino middot Harbor Investment Advisory

James David Payton middot Wells Fargo Advisors LLC

Paul Peck middot Private Wealth Partners

Benjamin Petrilli middot Wells Fargo Advisors LLC Page 13

Timothy Pickett middot Morgan Stanley

Scott Pierce middot Legg Mason Investment Counsel

Elizabeth Ann Plunkett middot Wells Fargo Advisors LLC

James J Pomfret middot Wells Fargo Advisors LLC Page 11

Reiko Powderly middot Cetera Advisors

Benjamin Proctor III middot Morgan Stanley

Lauren Rebbel middot The Prosperity Consulting Group

Steve Reed middot Edward Jones

Barbara Rishel middot Hardesty Capital Management

Jennifer Ryan middot The Simmons Partnership

John Santry middot Court Place Advisors

Sherry A Saucerman middot Private Wealth Partners

William Scher middot AXA Advisors

Laurence Edward Seiden middot PSA Insurance amp Financial Services

Ashby Shanks middot Wells Fargo Advisors LLC

Mitchel Shapiro middot Shapiro Financial Advisors

Scott Shotto middot Morgan Stanley

Marina Sidelnikova middot Glass Jacobson Investment Advisors

C Emmerson Small middot Wells Fargo Advisors LLC Page 2

Nicholas Smeresky middot Morgan Stanley

Daniel Robert Snyder middot Morgan Stanley

James Robert Snyder middot Morgan Stanley

Malcolm Steigerwald middot Morgan Stanley

James A Straut middot Wells Fargo Advisors LLC

Martin Barry Strudwick middot Strudwick Wealth Strategies

Jeffrey Strzelczyk middot Wells Fargo Advisors LLC

Jason Tawney middot Edward Jones

David BeVier Taylor middot NBC Securities

Mat Tiahrt middot Edward Jones

Craig R Tilghman middot Edward Jones

Jeff Troll middot Pinnacle Advisory Group

Howard Dixon Ulmer middot Wells Fargo Advisors LLC

Lori Villegas middot Morgan Stanley

Richard Wagener middot Wagener-Lee Wealth Advisors Page 14

Daniel Wagner middot Wagner Bowman Management

Benjamin Waller middot Wagner Bowman Management

Lee Walters middot Wells Fargo Advisors LLC Page 9

Manuele D Wasserman middot Morgan Stanley Page 13

Steven Welsch middot Robert W Baird amp Co

Thomas Wetzler middot Morgan Stanley

Robert Willen middot Wagner Bowman Management

Adam Williams middot Morgan Stanley

Howard Wilner middot Wye Oak Financial Advisors

Jennifer Winslow middot Morgan Stanley

W Ryan Winterstein middot Morgan Stanley

Michael Wooden middot Wooden Investments

Dale Woodring middot Financial Council

Frederick Zeller middot Janney Montgomery Scott

Randall Zinn middot MetLife

Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College






C Emmerson SmallCFPreg Senior Vice President ndash Investments Senior PIM Portfolio Manager

Disciplined Asset Management for a Higher Level of Predictability

Four-year winner C Emmerson Small II CFPreg Senior Vice President ndash Investments Senior PIM Portfolio Manager

Emmerson has been providing investment management and advice to clients for more than 30 years

His credentials include a BA in economics and an MBA in fi nance as well as the CFPreg certifi cation

Our mission is to help our clients achieve their income investment and planning goals while providing the highest level of personal service and professional integrity

210 West Pennsylvania Avenue Suite 100 | Towson MD 21204Office 410-828-2424 | Toll-free 866-905-0355

emmersonsmallwellsfargoadvisorscom | wwwemmersonsmallwfadvcom

bull We use a discretionary fee-based investment management approach

bull Our comprehensive planning covers estate retirement and insurance needs

bull We encourage ongoing client communication and regular meetings

Advisor selection is not reflective of individual client satisfaction or future performancePlease see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1115-01541]

Wells Fargo Advisors LLC

Investment Management Liability Management and Investment PlanningFOUR-YEAR WINNER















bull Family offi ce


































TWO-YEAR WINNER



























Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER







Financial PlanningEdwin Abrams middot MetLife Page 13













































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management





































































































































C Emmerson Small middot Wells Fargo Advisors LLC














































bull Family offi ce


































TWO-YEAR WINNER



























Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER

























Joe Breslin IV Planning Solutions Group



























FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management




































































































































































































TWO-YEAR WINNER



























Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER















Gregory Armstrong middot LPL Financial





































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management





















































































































































































TWO-YEAR WINNER



























Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management

























Christopher Compton middot Compton Financial Group






































































































































































Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management










John Bacci middot Foundation Financial Advisors




































































































































































Phone 410-766-1122Fax 410-766-4412





FOUR-YEAR WINNER





Office 410-252-3400Toll-free 800-653-3414




independence




FIVE-YEAR WINNER










Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER







































































Marcy Kelly middot Kelly Financial Services





























































































Management














































































































































































Phone 443-837-1071 | Toll-free 866-604-4573





FIVE-YEAR WINNER





Office 410-583-4843Toll-free 800-662-2576








FIVE-YEAR WINNER










Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER







Kenneth DiBlasi middot Morgan Stanley





























































































































































Management














































































































































































Office 410-385-9214Toll-free 800-638-0626





THREE-YEAR WINNER




John 443-699-2747Colleen 443-510-0904







TWO-YEAR WINNER















FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































John Gibson middot MampT Securities
































































































































Management



















































































































































































FIVE-YEAR WINNER







AGE-99467(1214)(exp1216)


FIVE-YEAR WINNER









FIVE-YEAR WINNER








TWO-YEAR WINNER















FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER






















H Stanley Evans middot Hornor Townsend amp Kent














































































































































Management



















































































































































































FIVE-YEAR WINNER





jamespomfret



FIVE-YEAR WINNER











TWO-YEAR WINNER









FOUR-YEAR WINNER













TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER










James Allotey middot MetLife










































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management

















































































































































































TWO-YEAR WINNER






FOUR-YEAR WINNER







Wealth Management


FOUR-YEAR WINNER




wwwmtbcomfind59





THREE-YEAR WINNER
















FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER




















































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER
































Paul Fox middot Morgan Stanley




































































































































Management
















































































































































































FOUR-YEAR WINNER



Phone 410-356-7200Cell 410-598-9728

eabramsmetlifecom

Edwin AbramsCLTC



TWO-YEAR WINNER







FIVE-YEAR WINNER







FIVE-YEAR WINNER








THREE-YEAR WINNER







FOUR-YEAR WINNER







TWO-YEAR WINNER



morganstanleycom




FOUR-YEAR WINNER




wwwLegacyfgcom



THREE-YEAR WINNER







Financial PlanningEdwin Abrams middot MetLife













































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER




































































































































































Management
























































































































































































































FIVE-YEAR WINNER















member FINRASIPC

FIVE-YEAR WINNER














TWO-YEAR WINNER

Body Copy







FOUR-YEAR WINNER









































































































Ronald Murphy middot Ameriprise Financial Services Inc



























































Management








































































































































































































































































































































Management






































































































































































©five star professional 2016 baltimore › fivestarassets › pdfs › ...2016 five star wealth...

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