Investment banking services in Frederick, MD
20 results found
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Frederick H Morgan - Morgan Stanley
● OpenFrederick H Morgan - Morgan Stanley is a reputable financial institution located at 28601 Marlboro Avenue in Easton, Maryland, United States. Specializing in finance, this institution offers a wide range of services including wealth management, investment banking, and financial advisory. With a strong reputation for excellence and a team of experienced professionals, clients can trust Frederick H Morgan - Morgan Stanley to provide expert guidance and support for all their financial needs.
28601 Marlboro Ave Ste 201, Easton, MD 21601, United States -
Woodsboro Bank
● OpenWoodsboro Bank is a trusted financial institution located at 900 North East Street in Frederick, Maryland, United States. As a full-service bank, we offer a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing personalized and professional service, Woodsboro Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with Woodsboro Bank.
900 N East St, Frederick, MD 21701, United States -
Woodforest National Bank
● OpenWoodforest National Bank is a trusted financial institution located at 7400 Guilford Drive in Frederick, Maryland. As a full-service bank, we offer a wide range of financial services including checking accounts, savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to providing excellent customer service and competitive rates, Woodforest National Bank is the perfect choice for all your banking needs. Visit us today to experience the difference a community-focused bank can make in your financial future.
7400 Guilford Dr, Frederick, MD 21704, United States -
Woodsboro Bank
● OpenWoodsboro Bank is a trusted financial institution located at 143 Frederick Road in Thurmont, Maryland, United States. As a full-service bank, we offer a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to customer service and community involvement, Woodsboro Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience personalized banking solutions tailored to your needs.
143 Frederick Rd, Thurmont, MD 21788, United States -
Don Deibler Shore United Bank
● OpenDon Deibler Shore United Bank is a leading financial institution located at 5291 Corporate Drive in Frederick, Maryland, United States. With a strong commitment to providing exceptional banking services to individuals and businesses, the bank offers a wide range of financial products and services including savings accounts, checking accounts, loans, mortgages, and investment options. With a team of experienced professionals dedicated to helping customers achieve their financial goals, Don Deibler Shore United Bank is a trusted and reliable partner for all your banking needs.
5291 Corporate Dr #202, Frederick, MD 21703, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a renowned financial institution located at 701 South Frederick Avenue in Gaithersburg, Maryland. The bank offers a wide range of services including savings accounts, checking accounts, loans, mortgages, and investment options. In addition to their traditional banking services, Bank of America also provides a convenient drive-thru ATM for customers on the go. With a reputation for excellent customer service and a commitment to financial stability, Bank of America is a trusted choice for all your banking needs.
701 S Frederick Ave, Gaithersburg, MD 20877, United States -
Woodsboro Bank
● OpenWoodsboro Bank is a trusted financial institution located at 1420 West Patrick Street in Frederick, Maryland, United States. Offering a wide range of banking services including checking and savings accounts, loans, and investment options, Woodsboro Bank is dedicated to providing personalized and convenient financial solutions for its customers. With a focus on community involvement and customer satisfaction, Woodsboro Bank is a reliable choice for all your banking needs. Additionally, the institution also offers ATM services for convenient access to cash anytime, anywhere.
1420 W Patrick St, Frederick, MD 21702, United States -
Truist
● OpenTruist, located at 1370 West Patrick Street in Frederick, Maryland, is a bank and financial institution offering a range of services to help you manage your finances. Whether you're looking for a credit card, loan, or investment advice, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust that you're in good hands. Truist also offers resources for customers with Limited English Proficiency, ensuring that language is not a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.
1370 W Patrick St, Frederick, MD 21703, United States -
White Falcon Advisors
● OpenWhite Falcon Advisors, located at 115 East 4th Street in Frederick, Maryland, is a finance institution specializing in investment banking services for the biosciences and information technology sectors. With a focus on mergers and acquisitions, corporate finance, and strategic advisory services, our team of experienced executives and bankers guide clients through the entire M&A process, from initial advisory services to closing. We assist owners looking to sell their high-value businesses, help companies grow through acquisitions, and raise equity capital. Our expertise includes identifying qualified buyers, analyzing potential acquisition targets, and addressing financial and operational implications of transactions. With a track record of successful deals, such as the sale of Clinart MENA, General Informatics, and Cantey Technology, White Falcon Advisors is dedicated to maximizing value for our clients in the biosciences and information technology industries.
115 E 4th St, Frederick, MD 21701, United States -
Merrill Lynch Financial Advisor Annette M. Nicolay
● OpenMerrill Lynch Financial Advisor Annette M. Nicolay, located at 30 West Patrick Street in Frederick, Maryland, offers a personalized and detailed approach to managing wealth. Annette focuses on listening to her clients' needs and ensuring that every strategy is tailored to their individual goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Annette addresses various aspects of her clients' financial lives. Annette and her team are actively involved in the communities they serve, dedicating time, energy, and resources to create positive change. Annette began her career in Wealth Management in 2004 and joined Merrill Lynch Wealth Management in 2017. She holds a Bachelors of Science in Business Management from the University of Maryland.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 30 West Patrick Street in Frederick, Maryland, is a renowned finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies to address a wide range of wealth management challenges and opportunities. The advisors at Merrill Lynch Wealth Management go beyond traditional wealth planning advice, offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. By collaborating with clients and their outside professionals, such as accountants and tax attorneys, the advisors strive to create comprehensive financial strategies that align with long-term objectives.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
Merrill Lynch Financial Advisor Matthew E. Larsen
● OpenMerrill Lynch Financial Advisor Matthew E. Larsen, located at 30 West Patrick Street, Frederick, Maryland, United States, is a finance institution dedicated to providing exemplary client service. Matthew Larsen has been recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023. With a deep understanding of your financial picture, Matthew can create a personalized strategy tailored to your goals and the changing market conditions. Supported by the global resources of Merrill, Matthew and his team are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Matthew focuses on understanding your priorities, family, and goals to design and implement a personalized plan to help you pursue financial success while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Matthew can help address your financial needs and goals. By staying in touch and revisiting your financial approach, Matthew aims to help you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or funding education, Matthew can provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
First Command
● OpenFirst Command is a trusted financial institution located at 14 West Patrick Street in Frederick, Maryland, United States. As a bank, finance, and insurance agency, we offer a wide range of services to help individuals and families achieve their financial goals. From banking solutions to investment planning and insurance coverage, our experienced team is dedicated to providing personalized and comprehensive financial guidance. Visit us today to learn how First Command can help you secure your financial future.
14 W Patrick St APT 200, Frederick, MD 21701, United States -
Merrill Lynch Financial Advisor Christopher R Hoult
● OpenMerrill Lynch Financial Advisor Christopher R Hoult, located at 30 West Patrick Street in Frederick, Maryland, is a finance institution that offers personalized financial coaching to clients. With a focus on wealth management, estate planning, portfolio and investment management, Chris Hoult helps clients navigate the complexities of financial planning. With over 30 years of experience at Merrill Lynch Wealth Management, Chris works with clients to help them achieve their life goals by developing personalized financial plans. Supported by the global resources of Merrill and the banking convenience of Bank of America, Chris and his team are dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, Chris helps design and implement personalized plans to manage, grow, and preserve wealth while addressing investment risk. Through ongoing conversations and regular reviews, Chris ensures that clients' financial approaches are adjusted to reflect changes in their lives and the financial markets. With access to investment insights and banking solutions, Chris Hoult helps clients pursue their financial needs and aspirations. Whether planning for retirement, saving for a home, or funding a child's education, Chris believes that financial success is achieved by aligning investment decisions with personally meaningful goals. As a Chartered Retirement Planning Counselor™, Chris is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Christopher R Hoult is committed to helping clients live their best financial lives.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
Merrill Lynch Financial Advisor Glenn E. Hain
● OpenMerrill Lynch Financial Advisor Glenn E. Hain is a finance institution located at 30 West Patrick Street, Frederick, Maryland, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Hain Dailey Team offers personalized advice and guidance, with a commitment to extraordinary service, to help clients design and implement a customized wealth management approach. They believe in simplifying the complexities of financial life to help clients achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they work with clients to develop personalized plans centered on their goals. The team at Merrill Lynch Wealth Management Advisors is focused on helping clients reach their goals by understanding what matters most to them and creating a financial approach that reflects their personality and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to address clients' financial needs and help them stay on track to achieve what's most important to them.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
Bowen Property Management
● OpenBowen Property Management, located at 11949 Robinwood Drive in Hagerstown, Maryland, offers full-service property management for residential rental apartment complexes, office spaces, and commercial buildings. From finding and vetting renters to handling maintenance and financial reporting, we take care of everything with localized white glove service. Our team ensures that bank deposits keep flowing, lights stay on, and indoor and outdoor maintenance is handled promptly and within budget. We focus on finding qualified tenants to preserve the value of your property, executing contracts correctly and eliminating the stress of being a landlord.
11949 Robinwood Dr #101, Hagerstown, MD 21742, United States -
Michael Larkin - Morgan Stanley
● OpenMichael Larkin - Morgan Stanley is a renowned finance institution located at 30 West Patrick Street in Frederick, Maryland, United States. With a strong reputation for excellence in the financial industry, Michael Larkin - Morgan Stanley offers a wide range of services including wealth management, investment banking, and financial advisory. Their team of experienced professionals provides personalized financial solutions to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Michael Larkin - Morgan Stanley is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.
30 W Patrick St 7th Fl, Frederick, MD 21701, United States -
Merrill Lynch Financial Advisor Michael J Dailey
● OpenMerrill Lynch Financial Advisor Michael J Dailey is a finance institution located at 30 West Patrick Street in Frederick, Maryland, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our mission is to understand what matters most to you and provide personalized advice and guidance to help you achieve your financial goals. We offer a customized wealth management approach designed to simplify the complexities of your financial life and turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a financial plan tailored to your needs. Our team will help you prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. We believe in the power of a one-on-one relationship with a dedicated advisor to help you navigate the financial complexities of life and build a customized investment approach. Let us work together to help you achieve your goals and live your best financial life.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States -
Truist
● OpenTruist is a financial institution located at 597 Solomons Island Road North, Prince Frederick, Maryland, United States. Services provided include banking products and services, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Truist also offers resources for consumers with Limited English Proficiency, including translation services. Customers can find the right loan or credit card by speaking with a Truist professional. Please note that Truist and its representatives do not provide tax or legal advice, so it is recommended to consult with a tax or legal professional before taking any action.
597 Solomons Island Rd N, Prince Frederick, MD 20678, United States -
Merrill Lynch Financial Advisor Drew McClair
● OpenMerrill Lynch Financial Advisor Drew McClair, located at 30 West Patrick Street in Frederick, Maryland, is a finance institution dedicated to managing your wealth with a personalized approach. Drew McClair follows the Merrill tradition of community involvement, volunteering with local organizations. By using the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your goals. With a focus on family, goals, and priorities, Drew McClair helps clients navigate changing market conditions. Through the Investment Personality Assessment, your investing preferences can be refined to align with your goals. The institution offers a range of services including investment strategies, financial planning, and access to banking solutions from Bank of America. Drew McClair is registered to do business in various states and aims to help clients achieve their financial goals through a tailored approach. By understanding your unique needs and financial situation, a customized investment strategy can be designed to help you stay on track. Additionally, the institution provides the latest investment insights, tips, and strategies to help you live your best financial life. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Drew McClair is dedicated to helping clients achieve their financial objectives.
30 W Patrick St 4th Floor, Frederick, MD 21701, United States
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