TOP 30 Investment advisor near me in Annapolis, Maryland

206 results found

Danielle Brooks is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Bay Ridge Avenue in Annapolis, Maryland, United States. She holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. Danielle Brooks is committed to providing comprehensive and personalized financial advice to her clients, including individuals, retirees, small business owners, and high net worth clients.

The Annapolis, MD Branch Office of UBS Financial Services Inc. is a leading finance institution located at 3 Park Place in Annapolis, Maryland. With a commitment to providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at this branch office is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, UBS Financial Services Inc. in Annapolis is here to help you navigate the complex world of finance with confidence.

Kevin Collison - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle in Annapolis, Maryland, is a finance institution that offers a wide range of services to meet the needs of individuals looking for expert financial advice. Kevin Collison holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Kevin Collison is dedicated to providing top-notch financial services to clients. Whether you are a retiree, small business owner, or high net worth individual, Kevin Collison has the knowledge and experience to help you achieve your financial goals.

Pat Cotherman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle, Annapolis, Maryland, United States. Pat holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Pat specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education and professional development, Pat is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Pat Cotherman today for expert financial advice and personalized wealth management solutions.

Merrill Lynch Financial Advisor Debra A Harrell is a trusted finance institution located at 1 Park Place, Annapolis, Maryland, United States. Debra is a talented and experienced individual who has been with Merrill Lynch Wealth Management since 1997. She is dedicated to understanding the priorities of high-net worth individuals and families, and has earned the Chartered Retirement Planning Counselor designation. Debra is a Portfolio Manager who can help clients pursue their objectives through personalized strategies. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Debra A Harrell is committed to building strong client relationships based on trust and personalized service. Kellie, another member of the team, is a CERTIFIED FINANCIAL PLANNER who can also assist clients in achieving their financial goals. The institution offers personalized financial strategies that reflect clients' investment styles and life plans.

Lee Bollhorst, a Financial Advisor at Ameriprise Financial Services, LLC, located at 711 Bestgate Road in Annapolis, Maryland, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, major purchases, and more, Lee Bollhorst helps clients track their progress, adjust their approach as life changes, and stay informed about their investments and accounts from any device. By scheduling a complimentary initial consultation, you can learn more about how Lee can support you in achieving your financial goals. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment advisory products and services, with a commitment to helping clients navigate the complexities of the financial market. Take the next step towards a more confident financial future by contacting Lee Bollhorst today.

G. Scott Wallace - RBC Wealth Management Financial Advisor is a leading finance institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted financial advisor, G. Scott Wallace provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, clients can expect top-notch service and support from this reputable institution. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, G. Scott Wallace - RBC Wealth Management Financial Advisor is dedicated to helping you succeed.

Chip Swatta is a dedicated financial advisor at RBC Wealth Management, located at 1906 Towne Centre Boulevard in Annapolis, Maryland. With a focus on personalized wealth management strategies, Chip helps clients navigate the complexities of their financial goals and investments. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, Chip Swatta provides expert guidance and tailored solutions to help you achieve your financial objectives. Trust in Chip Swatta at RBC Wealth Management to help you secure your financial future.

Rivershore Advisors LLC is a leading finance institution located at 9 Northwest Street in Annapolis, Maryland, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of the financial world and achieve their long-term financial goals. We offer personalized investment strategies, retirement planning, and wealth management services to individuals, families, and businesses. With a commitment to excellence and a focus on building lasting relationships, Rivershore Advisors LLC is your trusted partner in financial success.

First Command Financial Advisor - Gretchen Butler is a trusted financial institution located at 121 Cathedral Street in Annapolis, Maryland. As a finance-focused establishment, our team is dedicated to providing personalized financial advice and services to help our clients achieve their financial goals. With a commitment to excellence and integrity, Gretchen Butler and her team strive to empower individuals and families to make informed decisions about their finances and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, First Command Financial Advisor - Gretchen Butler is here to help you every step of the way. Contact us today to schedule a consultation and start building a strong financial foundation.

Merrill Lynch Private Wealth Advisor Cory Andrew Paton, located at 1 Park Place in Annapolis, Maryland, is a trusted financial institution specializing in wealth management services. With a focus on personalized financial planning and investment strategies, Cory Andrew Paton and his team provide tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Private Wealth Advisor Cory Andrew Paton offers expert guidance and support to help you navigate the complexities of the financial world. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor Dejan Vujinovic is a trusted finance institution located at 1 Park Place in Annapolis, Maryland, United States. With years of experience and expertise in the financial industry, Dejan Vujinovic provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Dejan Vujinovic is dedicated to providing top-notch financial guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Casey Thrush is a trusted finance institution located at 1 Park Place in Annapolis, Maryland, United States. With a focus on providing personalized financial advice and solutions, Casey Thrush helps clients navigate the complexities of investing, retirement planning, and wealth management. With years of experience and a commitment to excellence, Merrill Lynch Financial Advisor Casey Thrush is dedicated to helping clients achieve their financial goals and secure their financial future.

First Command Financial Advisor - Glen Becker is a trusted financial institution located at 121 Cathedral Street in Annapolis, Maryland. As a finance-focused institution, they specialize in providing personalized financial planning and investment advice to help clients achieve their long-term financial goals. With a commitment to integrity and professionalism, Glen Becker and his team offer a wide range of services including retirement planning, wealth management, insurance solutions, and more. Whether you are looking to secure your financial future or grow your wealth, First Command Financial Advisor - Glen Becker is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Samantha Long is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 180 Admiral Cochrane Drive in Annapolis, Maryland. With a focus on providing personalized financial planning and investment strategies, Samantha helps clients navigate their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Samantha Long is committed to helping you achieve your financial aspirations. Contact her today to schedule a consultation and take the first step towards financial success.

Maris Beigel is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 180 Admiral Cochrane Drive in Annapolis, Maryland. With years of experience in the finance industry, Maris provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Maris Beigel is committed to helping you make informed financial decisions. Contact Maris Beigel at Ameriprise Financial Services, LLC for expert financial guidance and support.

Donald Collett is a financial advisor at Ameriprise Financial Services, LLC located at 180 Admiral Cochrane Drive in Annapolis, Maryland, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Donald Collett is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Kristin Dubinski is a Financial Advisor at Ameriprise Financial Services, LLC located at 180 Admiral Cochrane Drive in Annapolis, Maryland. Kristin holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kristin is dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Christopher Norkus, located at 1 Park Place in Annapolis, Maryland, specializes in working with successful individuals, families, business owners, and corporate executives. The Hallet Group at Merrill offers comprehensive Wealth & Investment Management, Banking Services, and Trust Services. With access to the resources of Merrill, Bank of America, and Bank of America Private Bank, they design customized, tax-efficient strategies and detailed financial plans tailored to each client's unique circumstances and goals. Their focus is on risk, taxes, and fees, helping clients grow, preserve, and distribute their wealth over their lifetime and beyond. They provide Wealth Management & Income Planning, Responsible Investment Management, Personalized Banking, and Trust Services, all delivered with a commitment to personalized service and care. The team at Merrill believes in starting with a conversation to understand each client's goals and priorities, using tools like the Investment Personality Assessment to customize financial approaches. They offer ongoing support to help clients stay on track and adjust their strategies as life and financial markets change. As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Christopher Norkus is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Christopher G. Saba is a reputable finance institution located at 1 Park Place in Annapolis, Maryland, United States. With years of experience in the financial industry, Christopher G. Saba provides expert financial advice and guidance to clients looking to manage their investments and achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Merrill Lynch Financial Advisor Christopher G. Saba can help you navigate the complex world of finance with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Steven Rice - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a financial advisor, Steven Rice provides personalized wealth management services to help clients achieve their financial goals. With a focus on professionalism and expertise, Steven Rice and his team offer comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Steven Rice - RBC Wealth Management Financial Advisor is dedicated to providing top-notch service and guidance.

Patricia Baum - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted financial advisor, Patricia Baum provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can rely on Patricia Baum for expert advice and guidance in managing their investments and finances. Contact Patricia Baum today to start planning for a secure financial future.

Chris Swatta - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted advisor, Chris Swatta provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and estate planning, Chris Swatta offers comprehensive financial services to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Swatta - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

The Baum Jackson Investment Group is a premier finance institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. With a dedicated team of financial experts, we provide a wide range of investment services tailored to meet the unique needs of our clients. From wealth management to retirement planning, our goal is to help individuals and businesses achieve their financial goals and secure their futures. Trust in the expertise and experience of The Baum Jackson Investment Group for all your financial needs.

Brandon Wolf, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle in Annapolis, Maryland, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Brandon is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Brandon specializes in working with domestic partners, seniors, and individuals going through divorce, ensuring their financial needs are met with care and expertise. With a focus on ethical practices and comprehensive financial planning, Brandon Wolf is dedicated to helping clients achieve their financial goals and secure their financial future.

Russell R Harada is a Financial Advisor at Ameriprise Financial Services, LLC located at 180 Admiral Cochrane Drive, Annapolis, Maryland, United States. Russell R Harada holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and more. As a Certified Financial Planner™, Russell R Harada is committed to providing excellent financial planning services to individuals and businesses. With a focus on ethical practices and continuing education, he ensures that his clients receive the highest level of service and expertise. Contact Russell R Harada at Ameriprise Financial Services, LLC for all your financial planning needs.

Jacob H. Leddy - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. Specializing in wealth management and financial advisory services, Jacob H. Leddy and his team provide personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jacob H. Leddy - RBC Wealth Management Financial Advisor is dedicated to helping you secure a brighter financial future.

Christopher McGarvey - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 180 Admiral Cochrane Drive in Annapolis, Maryland, offers a wide range of financial services to individuals seeking expert advice and guidance in managing their wealth. As a certified AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, Christopher McGarvey is equipped to address the unique needs of clients in various financial situations, including retirees, small business owners, and high net worth individuals. With specialized expertise in asset management, estate planning, investment strategies, and risk management, Christopher McGarvey provides personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with retirement planning, wealth transfers, or investment opportunities, Christopher McGarvey is dedicated to helping you make informed decisions and secure your financial future. Contact Christopher McGarvey - Private Wealth Advisor at Ameriprise Financial Services, LLC for comprehensive and professional financial guidance.

Merrill Lynch Financial Advisor Danielle M Burness, located at 1 Park Place in Annapolis, Maryland, is a seasoned professional with over three decades of experience in the finance industry. As the founder of The Burness Group, Danielle provides personalized wealth management services to a diverse range of clients, including attorneys, business owners, corporate executives, and their families. With offices in both Annapolis and Charleston, South Carolina, Danielle is able to offer tailored financial solutions to clients nationwide. Specializing as a Merrill Retirement Accredited Financial Advisor, Danielle is well-equipped to assist with corporate retirement benefit plans, helping companies attract and retain top talent while meeting their fiduciary obligations. She takes a holistic approach to financial planning, focusing on her clients' values, worries, and aspirations to create wealth management strategies that align with their goals.

Merrill Lynch Financial Advisor Grant Boone is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting as they evolve over time. Through conversations and understanding your goals, they work to help you make investment decisions that align with your values. With the Investment Personality Assessment, they tailor a financial approach to suit your preferences and aspirations. Their financial planning approach centers around you and your unique needs, providing advice and guidance to help you achieve your financial goals. They offer personalized plans through the Merrill Personal Wealth Analysis™ to help you track progress and make adjustments as needed. Their goal is to help you stay on track to achieve what's most important to you, always putting you first. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Let Merrill Lynch Financial Advisor Grant Boone help you reach your goals and create a financial approach that reflects your personality and priorities.