Financial Advisors

Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Edward Jones Investments - Brian M. Conrad, CFP
Edward Jones Investments - Brian M. Conrad, CFP
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GOLD Member
479 Jumpers Hole Road
Severna Park, MD 21146
Mr. Brian Conrad, CFP®️, CEPA®️Mr. Brian Conrad, CFP®️, CEPA®️
Work Phone: (410) 544-8970(410) 544-8970
Member Since: 2015
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LaBarge Financial
LaBarge Financial
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SILVER Member
7 Riggs Avenue
Severna Park, MD 21146
Jason LaBargeJason LaBarge
Work Phone: (443) 647-4321(443) 647-4321
Member Since: 2022
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Craig & Treff Financial Services
Craig & Treff Financial Services
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819 Ritchie Highway
Severna Park, MD 21146
Angie TreffAngie Treff
Work Phone: (410) 518-9990(410) 518-9990
Member Since: 1998
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Edward Jones - Michael Weller - Financial Advisor
Edward Jones - Michael Weller - Financial Advisor
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479 Jumpers Hole Road
Severna Park, MD 21146
Michael WellerMichael Weller
Work Phone: (410) 544-8970(410) 544-8970
Member Since: 2024
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PERSICO Asset Management
PERSICO Asset Management
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540 Ritchie Highway
Severna Park, MD 21146
Mr. Chris PersicoMr. Chris Persico
Work Phone: (410) 544-5705(410) 544-5705
Member Since: 2014
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Quantum Family Wealth Management
Quantum Family Wealth Management
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500 East Pratt Street
Baltimore, MD 21202
Alex JohnsonAlex Johnson
Work Phone: (443) 569-1023(443) 569-1023
Member Since: 2024
Helping families make the right financial decisions to achieve their lifetime goals.
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Endeavor Financial Advisors
Endeavor Financial Advisors
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P.O. BOX 1145
Edgewater, MD 21037
Richard DoumaRichard Douma
Work Phone: (410) 315-7690(410) 315-7690
Member Since: 2017
As a fiduciary registered investment advisory firm we focus on our clients, always putting their best interest first as we help them plan for a successful financial future.
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Delmarva Financial Group
Delmarva Financial Group
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1298 Bay Dale Drive
Arnold, MD 21012
Beau BreedenBeau Breeden
Work Phone: (410) 216-2103(410) 216-2103
Member Since: 2023
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Bay Point Wealth Management
Bay Point Wealth Management
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582 Bellerive Road
Annapolis, MD 21409
Ms. Amy FrancisMs. Amy Francis
Work Phone: (410) 626-8198(410) 626-8198
Member Since: 2013
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Charter Financial Group
Charter Financial Group
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1000 Bestgate Road
Annapolis, MD 21401
Jeffrey FurnissJeffrey Furniss
Work Phone: (410) 987-3590(410) 987-3590
Member Since: 2022
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SFG Wealth Management
SFG Wealth Management
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8530 Veterans Highway
Millersville, MD 21108
Bill SwartzBill Swartz
Work Phone: (410) 825-3200(410) 825-3200
Member Since: 2018
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Morgan Stanley - Victoria Underhill
Morgan Stanley - Victoria Underhill
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12505 Park Potomac Avenue
Potomac, MD 20854
Victoria UnderhillVictoria Underhill
Work Phone: (301) 279-6437(301) 279-6437
Member Since: 2020
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Pomfret & Telljohann Wealth Management Group
Pomfret & Telljohann Wealth Management Group
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225 Kennedy Ct
Severna Park, MD 21146
James PomfretJames Pomfret
Work Phone: (410) 960-8688(410) 960-8688
Member Since: 2023
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Capitalist Investment Services, LLC
Capitalist Investment Services, LLC
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645 Baltimore Annapolis Boulevard
Severna Park, MD 21146
Mr. Don HarrisonMr. Don Harrison
Work Phone: (410) 544-6823(410) 544-6823
Member Since: 2006
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CTL Financial LLC
CTL Financial LLC
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302 Ritchie Hwy
Severna Park, Maryland 21146
Chris Locher, CFP(r)Chris Locher, CFP(r)
Work Phone: (443) 274-6089(443) 274-6089
Member Since: 2024
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