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Find Retirement Planners for Retirement Planning in Maryland

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Maryland, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Maryland

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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton, MD 20759

443-986-9911

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045

410-740-0220

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Zach Payne and Richard Clonch

Planvest Financial, Inc.

555 Quince Orchard Rd
Suite 280

Gaithersburg, MD 20878

301-977-7123

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850

301-547-3166

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg, MD 20877

301-519-8016

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

List of Additional Retirement Planners in Maryland*

* Additional advisor listing is provided in partnership with Yext

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Advocate Investing Services

1320 Saint Michaels Road

Mount Airy, MD 21771
240-403-0039

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Bailey Wealth Advisors

8403 Colesville Road
Suite 845

Silver Spring, MD 20910
301-585-4701

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Allstate Personal Financial Representative: Mike Gibbons

3140 W Ward Rd
Ste 107

Dunkirk, MD 20754
301-994-0035

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Allstate Personal Financial Representative: Michael Wallach

7218 Muncaster Mill Rd

Derwood, MD 20855
301-761-0051

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Turning Point Financial

7210 Corporate Court
Suite A

Frederick, MD 21703
301-846-9336

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Allstate Personal Financial Representative: Princess Fagan

118 E Oak Ridge Dr
Ste 1000

Hagerstown, MD 21740
571-235-6261

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Bethesda, MD Branch Office - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5000

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Atlantic Financial Group, LLC

8706 Commerce Dr.
Suite

Easton, MD 21601
443-249-3311

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Conrad Yanguba

1901 Research Blvd
Suite 100-GJ

Rockville, MD 20850
301-251-5116

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Charles T Swindell - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1855

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DTLR

5126 Sinclair Ln

Baltimore, MD 21206
410-485-6881

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DTLR

923 N Caroline St

Baltimore, MD 21205
410-342-6219

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First Command Financial Advisor - Tami Trocha

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

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Money 24/7

410-925-9835

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First Command Financial Advisor - Karen Foley

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

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First Command Financial Advisor - Chuck Dixon

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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DTLR

8658 Liberty Rd

Randallstown, MD 21133
410-521-3898

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DTLR

10300 Little Patuxent Parkway

Columbia, MD 21044
410-715-0974

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DTLR

3500 East-West Highway

Hyattsville, MD 20782
301-853-1770

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DTLR

8200 Perry Hall Blvd
Space 2550

Baltimore, MD 21236
410-933-9204

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DTLR

11160 Veirs Mill Rd
Space 145

Wheaton, MD 20902
301-933-2671

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DTLR

825 Delaney Valley Rd
Space 1070

Towson, MD 21204
410-828-1331

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Marcus Gold, MBA

6901 Rockledge Drive
Suite 500

Bethesda, MD 20817
910-320-2793

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RS Will Wealth Management

154 A North Market Street

Frederick, MD 21701
301-360-4477

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DTLR

46 Mountain Rd
Suite A

Glen Burnie, MD 21060
410-787-0285

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Boggs & Company Wealth Management

29 North Liberty Street

Cumberland, MD 21502
301-798-7669

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Hallie Lee - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-4791

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The West Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5058

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Peter G Christofferson - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8357

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Morgan Stanley Financial Advisors

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

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Berkeridge Financial Services

2288 Pulaski Hwy
Unit D

North East, MD 21901
410-775-8932

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Ascent Wealth Strategies Group

2400 Research Boulevard
Suite 320

Rockville, MD 20850
833-696-2974

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Monarch McNulty Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5427

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First Command Financial Advisor - Billy Ramsey

7361 Calhoun Place
Suite 205

Rockville, MD 20855
301-984-3313

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Pearl Ewuzie

5022 Campbell Blvd
Suite N

White Marsh, MD 21236
443-290-4984

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DTLR

2241 Monument St

Baltimore, MD 21205
410-327-2328

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Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5888

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DTLR

3743 Branch Ave

Temple Hills, MD 20748
301-316-1633

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Nancy Lee Canby - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2335

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DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
410-266-0541

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DTLR

12144 Central Ave

Mitchellville, MD 20721
301-218-1723

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DTLR

3226 Donnell Dr

Forestville, MD 20747
301-516-6445

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DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
410-528-0048

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DTLR

11110 Mall Circle
Space D03A

Waldorf, MD 20603
301-396-5928

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Wei Shen

9801 Washingtonian Blvd
Suite 700

Gaithersburg, MD 20878
240-428-1977

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The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3209

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Integrated Financial Solutions, Inc.

8850 Columbia 100 Parkway
Suite 400

Columbia, MD 21045
410-480-0007

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Alexandra Jamieson, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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Eric Kovacic - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3009

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The Harbor East Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

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Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3244

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Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5343

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Okun Financial Group, Inc.

100 West Road
Suite 300

Towson, MD 21204
410-494-6130

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Brett Clifford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

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Alex B. Humphries - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8261

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Chesapeake Capital Management LLC

2107 Laurel Bush Road
Suite 206

Bel Air, MD 21015
410-671-2260

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The Monitor Group, LLC

2600 Tower Oaks Boulevard
Suite 220

Rockville, MD 20852
301-251-8550

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Turpin Martin Powell, Inc.

2500 Red Cedar Drive

Bowie, MD 20721
301-218-8800

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The Fortis Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3354

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Cory Labre - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8256

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Harbor Financial Group

9861 Broken Land Parkway
Suite 150

Columbia, MD 21046
410-740-4719

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MERC Capital

6832 Olney-Laytonsville Road

Laytonsville, MD 20882
410-902-0000

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Martin Oppenheimer - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2318

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Vintage Financial Partners

600 Jefferson Plaza
Suite 316

Rockville, MD 20852
240-283-7879

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Hunt Valley Retirements, LLC

9 Schilling Road
Suite 104

Hunt Valley, MD 21031
410-931-2004

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Thomas and Thomas Advisors

4806 St. Barnabas Road
Suite 1662

Temple Hills, MD 20757
240-838-7785

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Bay Financial Services

1307 Revolution Way

Crownsville, MD 21032
866-923-6220

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Robert J Brewer, CPA, PC

2255 Craine Highway
Suite 105

Waldorf, MD 20601
301-843-2505

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Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
443-837-2520

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DTLR

701 Russell Ave

Gaithersburg, MD 20877
301-740-8867

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DTLR

300 W Lexington St

Baltimore, MD 21201
410-727-4717

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DTLR

5225C Indian Head Highway

Forest Heights, MD 20745
301-839-7452

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DTLR

2300 N Salisbury Blvd
Space B113

Salisbury, MD 21801
410-548-3930

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Joel T Fink - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8356

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Benjamin G Proctor III - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8097

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John McLaughlin - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1850

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Onyx Asset & Wealth Management, LLC

10500 Little Patuxent Parkway
Suite 640

Columbia, MD 21044
443-285-3370

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Vinores Financial Services

18 Frederick Rd

Thurmont, MD 21788
301-304-6004

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New Potomac Partners, LLC

4330 East West HWY
#416

Bethesda, MD 20814
240-253-4280

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Harford Financial Group

836 South Main Street
Suite 105

Bel Air, MD 21014
410-838-2992

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DTLR

7429 Greenbelt Rd
Space 30

Greenbelt, MD 20770
301-441-1231

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Michael Brick - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5095

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Timothy Conley - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6392

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Judith E Zins - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6347

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The Zins-Shlaferman Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6347

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Lloyd Iden - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2652

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Richard E Armiger - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5412

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Perpetual Wealth, Inc.

3 Victoria Green Court

Reisterstown, MD 21136
410-517-3170

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P. Justin Pearlstone - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3213

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Mary F Boyle - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3011

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Yeena Liu - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6305

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Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5805

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Daniel Chun - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6846

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The MRW Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8271

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Geralyn Pijut Schroth - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6419

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Chomas Rifkin Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5090

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Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5432

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Kenneth Hecht, CFP - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5020

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Stevens-Jamieson - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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George Littrell III - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8263

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Creekmur Wealth Advisors

4701 Sangamore Road
Suite 111

Bethesda, MD 20816
866-358-4441

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Mosaic Asset Partners

1122 Kenilworth Drive
Suite 310

Towson, MD 21204
410-821-0089

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Allstate Personal Financial Representative: Joseph Bozel

501 Washington Ave
Ste 300

Towson, MD 21204
410-296-0835

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DTLR

1207 W Pratt St

Baltimore, MD 21223
410-752-0660

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DTLR

6901 Security Blvd

Baltimore, MD 21244
410-594-0801

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DTLR

14708 Baltimore Ave

Laurel, MD 20707
301-776-4873

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DTLR Outlet

46 Mountain Rd
Suite B

Glen Burnie, MD 21061
410-761-1458

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Marshall Financial Group

225 International Circle
Suite 102

Hunt Valley, MD 21030
410-563-1190

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Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5352

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Patrick Conor McMullen - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8290

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Kurt Stein - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8254

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Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
410-573-5700

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Dr. Jovan Jackson - Good News Financial & Investment Advisors LLC

9500 Medical Center Dr
Ste 366

Largo, MD 20774
443-419-7552

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DTLR

2301 Liberty Heights Ave Upper Lvl

Baltimore, MD 21215
410-225-9400

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DTLR

1352 Eastern Blvd

Essex, MD 21221
410-238-4844

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Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
410-987-3590

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Delmarva Wealth Management, LLC

543 Riverside Drive
Suite B

Salisbury, MD 21801
410-912-4286

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Dave Zirretta - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6418

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First Command Financial Advisor - Marquita Hawkins

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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North Peak Financial, Inc.

6 West 2nd Street

Frederick, MD 21701
240-515-0113

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Financial Foundations, Inc.

602 Center Street
Suite 105

Mount Airy, MD 21771
301-829-8610

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StatonWalsh

11350 McCormick Road
Executive Plaza 3 Suite 202

Hunt Valley, MD 21031
410-832-4283

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Young Jung - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6474

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Sequoia Financial Advisors

1300 York Road
Suite 335

Lutherville, MD 21093
410-321-0860

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Maven Wealth Management

8115 Maple Lawn Blvd.
Suite 350

Fulton, MD 20759
301-776-4244

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McCaskill Financial

220 West Patrick Street

Frederick, MD 21701
301-668-7366

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Paladin Advisor Group

8178 Lark Brown Road
Suite 201

Elkridge, MD 21075
443-283-3482

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Nils Vidal - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6879

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The Feldman Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2390

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World Financial Group

7501 Greenway Center Drive
Suite 530

Greenbelt, MD 20770
240-997-0042

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Kevin Jackson - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
301-631-7131

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Laurette M. Dearden

8814 Heron's Flight

Laurel, MD 20723
301-604-0121

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Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
410-365-3447

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The River Falls Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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Kevin Wesner - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222

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Potomac Financial Consultants, LLC

20251 Century Boulevard
Suite 350

Germantown, MD 20874
301-948-3900

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Allstate Personal Financial Representative: Steven Moore

943 Russell Ave
Ste B

Gaithersburg, MD 20879
301-655-7560

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Jason Connor - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3119

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Laura Almalel Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5568

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WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
410-933-8811

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Sullivan Financial, LLC

1563 Postal Road
Suite 2A

Chester, MD 21619
410-820-0394

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Michael Bowden - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3006

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Joshua J. Currence - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7916

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Summer Financial, Inc.

1626 Bellona Avenue

Lutherville, MD 21093
410-560-2666

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Ridley Wealth Strategies

16701 Melford Boulevard
Suite 400

Bowie, MD 20715
301-982-0014

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Risk Management Group LLC

14 South Adams Street

Rockville, MD 20850
301-838-4111

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The Rosenfield Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

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First Command Financial Advisor - Annmarie Trombino

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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Crest Wealth Advisors

1125 West St. Suite 620

Annapolis, MD 21401
443-973-4901

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Seifert, Bell, & Laws Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8200

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Deborah J Elmes - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6147

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George H Hocker - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8251

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Dietz Global Alternative Asset Management

201 International Circle
Suite 230

Hunt Valley, MD 21030
410-891-5700

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Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
410-415-5505

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Donohue-Hart-Thomson Financial Group

104 Victory Lane

Bel Air, MD 21014
410-803-0160

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Drumgoole Financial Services

3309 North Furnace Road

Jarrettsville, MD 21084
410-638-9779

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Wellington Capital Management

4340 East West Highway
Suite 920

Bethesda, MD 20814
301-941-1997

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Miller Financial Group, LLC

225 Schilling Circle
Suite 255

Hunt Valley, MD 21031
410-561-7177

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Johnathon Raver - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1874

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The Popel DiBlasi Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4843

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Peter W Bacon - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4841

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Nicholas Smeresky & Kaela Smeresky Iciek - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1852

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Lickhai Quach

1901 Research Blvd.
Suite 100-Kq

Rockville, MD 20850
240-268-8021

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Susan McCormick Scarborough - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8350

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Beverly Moore - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8297

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Morgan Stanley Financial Advisors

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-663-8833

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First Command Financial Advisor - Gretchen Butler

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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The CannonToohey Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

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First Command Financial Advisor - Harvey Pullen

2288 Blue Water Blvd
Ste 311

Odenton, MD 21113
301-356-9043

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Roni Murshed - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2354

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Frederick Spires Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7139

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Allstate Personal Financial Representative: Susan Murray

711 733 West 40th St
Ste 311

Baltimore, MD 21211
443-676-3470

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John Wasilewski - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3227

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Barry S Gallun - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6433

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Allstate Personal Financial Representative: Benjamin Alcid

9200 Corporate Blvd
Ste 450

Rockville, MD 20850
301-990-3600

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Alan M Hess - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6447

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David Esham - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7902

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Morgan Stanley Financial Advisors

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

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Terry LeGar MBA, CLTC, New York Life

1906 Brightwood CT

Eldersburg, MD 21784
410-596-3050

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The CWS Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

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Bryan Gately - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
410-494-8360

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Mark Namvary, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3292

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Lucas Holmes - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7937

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James Cannon, CIMA, CPWA - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3215

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Leslie McElwain

971 Corporate Blvd

Linthicum, MD 21090
443-510-1391

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Alex Rock - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6873

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The Turnock Bonacci McCabe Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

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Stan Robins - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7911

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BrightPath Retirement Solutions

2138 Priest Bridge Court
Suite 1

Crofton, MD 21114
877-707-0282

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The Veridical Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2370

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Pierre Marie Longkeng

301-441-4528

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Peggy Ledvina - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6855

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Higher Ground Financial Group, Inc.

5970 Frederick Crossing Lane
Suite 100

Frederick, MD 21704
240-578-4521

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First Command Financial Advisor - Ashley Arwood

4690 Millennium Dr
Suite 401

Belcamp, MD 21017
410-272-0727

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Cummins & Associates Financial Group  

11350 McCormick Rd
Executive Plaza IV, Suite 200

Hunt Valley, MD 21031
410-497-3627

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Marcel Santos

8757 Georgia Avenue
Suite 405

Silver Spring, MD 20910
240-485-1505

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The Chesapeake Group - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2321

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Morgan Stanley Financial Advisors

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

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First Command Financial Advisor - Bill Reuter

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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Campbell Financial Services

7310 Ritchie Highway
Suite 700

Glen Burnie, MD 21061
410-766-0900

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Lawrence Brachfeld - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6446

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First Command Financial Advisor - Tim Custer

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

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The Rubin Kretkowski Hanson Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5024

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The Robins Group - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7911

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Morgan Stanley Financial Advisors

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3500

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Dora Kumah

301-441-8108

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Jianmin You

5072 Dorsey Hall Drive
Suite 202

Ellicott City, MD 21042
410-781-8356

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Stone Wealth Management - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3142

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Morgan Stanley Financial Advisors

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7900

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Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5550

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Morgan Stanley Financial Advisors

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-822-3400

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Michael Pelham Lawrence - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3026

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Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5880

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Charles 'Chick' Anderson - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-9036

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Jeffrey T Hayzlett - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3507

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Brad Ciucci - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3505

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David L Handler - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3506

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Philip F. Toohey, CIMA?, CPWA? - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

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The Potomac Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-3328

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The Cooper-Rothenberg Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1800

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Sheryl J Steinhart - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6329

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United Wealth Advisors Group, LLC

1101 Wooton Parkway
Suite 450

Rockville, MD 20852
301-280-1451

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Sean M Fox - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8095

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The Quarry Lake Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6433

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Brian M Dunne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5354

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Morgan Stanley Financial Advisors

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3000

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Morgan Stanley Financial Advisors

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8200

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Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5847

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Michael R Svec - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6354

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Holly A Tilford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5430

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Michael Feranec - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8090

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Naresh Kc

410-781-8356

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The Gaige Lavallee Reed Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3287

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Mazur Keller Wealth Management Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5015

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Morgan Stanley Financial Advisors

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-268-5700

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DEMUTH/DEMUTH - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

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First Command Financial Advisor - Art Gibb

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Levi Finley

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

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Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5445

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John Harrington

971 Corporate Blvd

Linthicum, MD 21090
410-224-6900

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Steven G Grassl - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3014

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Allstate Personal Financial Representative: Michael Sandler

12447 Clarksville Pike
Ste 1a

Clarksville, MD 21029
301-384-3237

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First Command Financial Advisor - Glen Becker

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Andrew D Fink - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6459

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James J Jacobson - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6401

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The Waranch Investment Group - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3139

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Camillus Ugwu

1300 Mercantile Lane
Suite 129-34

Largo, MD 20774
202-250-9148

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Bob Sitton - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8212

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Hunt Valley, MD Branch Office - UBS Financial Services Inc.

307 International Circle
Suite 440

Hunt Valley, MD 21030
410-771-3131

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The Hayzlett/Ciucci Group - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3500

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M Kent Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5389

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Bonnie Krosin - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4853

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Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5347

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Jonathan Wasey CFP

971 Corporate Blvd

Linthicum, MD 21090
443-628-6006

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Allstate Personal Financial Representative: Miguel Villegas

10171 New Hampshire Ave

Silver Spring, MD 20903
240-840-1111

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Linly Ramlal

14203 Park Center Drive
Suite 304

Laurel, MD 20707
301-625-3107

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First Command Financial Advisor - Shane Keaton

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

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First Command Financial Advisor - Jeremy Ball

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Joel B Cohn - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8363

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First Command Financial Advisor - Swede Hansen

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Terence Hardy - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-2654

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Frank Chiovaro - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8266

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Racquel Ramlal-Slawinski

7501 Greenway Center Drive
Suite 1150

Greenbelt, MD 20770
301-441-8108

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Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5810

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Edward W. Ted Smith - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5374

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The Vaughan Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

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Edward S Geier - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6303

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Kress Monarch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6341

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Kevin R. Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8217

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Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3230

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Marci Lynn Vanderhoeven - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6440

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Carl W Vail III - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2355

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The Bethesda Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2095

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The Lucas Group - Morgan Stanley

7500 Old Georgetown Road
10th Floor

Bethesda, MD 20814
301-961-2643

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Robert James Hoagland Sr. - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6423

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James M Cholet - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7104

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The Suk & Murphy Group - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-1800

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Linda Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3348

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Julian Flores - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6563

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Nicholas Williams - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

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Allstate Personal Financial Representative: William Heimrich

3140 W Ward Rd
Ste 107

Dunkirk, MD 20754
443-324-0770

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Riley Dopp - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4850

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The Ehrlich Wallace Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6461

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Gregory J Venit - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6575

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Victoria Underhill - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2376

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H. Anderson Demuth - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

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Nicholas Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8222

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Raymond Sutch III - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6148

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Regis Larkin - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7113

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Malnik Wealth Mgmt. LLC

12125 Sudbury Ct

Clarksville, MD 21029
410-961-5010

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Larry Wethje - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2351

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Lisa Hunter - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6137

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Connelly Railey Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5047

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First Command Financial Advisor - Ethan Hokanson

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

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William S Persons - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5345

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The Dennin Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5382

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Bruce Smith - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7917

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The Olson Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6404

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Bill McNulty - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6861

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Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5348

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Rachel Heimann - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6327

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Dominic Nicolini - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1860

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John Magiros - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1875

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The Foxleigh Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

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Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5570

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William Mazurek - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1856

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Allan D House - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5534

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The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

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Paul Gladkowski - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5410

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Theodore Waters III - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5413

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C.J. Kline - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6363

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Thomas Edward Wetzler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5572

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The SM Capital Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6357

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Matthew C. McGreevy - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8262

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Namita Kathuria - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8250

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Paul J Fallace - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5407

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Patrick Chandler - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8259

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Drew Romans - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1829

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Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5804

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David E Waite - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1878

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Morgan Stanley Financial Advisors

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2300

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Joseph Purvis - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2369

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Kate Costlow - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7135

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Robert C. Laws - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3349

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Eric A Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8245

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Prism Wealth Consultants - UBS Financial Services Inc.

307 International Circle
Suite 440

Hunt Valley, MD 21030
410-771-3123

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Mason M Champion - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4840

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Erik Barrueto - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8263

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Scott R Manning - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6414

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Jonathan R. Shimaitis - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8268

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The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

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Bryan E Quackenbush - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5531

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Pamela Stevens - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3277

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Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5827

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Frederick H Morgan - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6142

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Michael Hinkelman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5364

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Allstate Personal Financial Representative: David A. Gasper

913 Ridgebrook Rd
Ste 200

Sparks, MD 21152
410-688-3880

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John Lasheski - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6452

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Antony Wykes - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6465

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First Command Financial Advisor - Jeremy Peloquin

2288 Blue Water Blvd
Ste 311

Odenton, MD 21113
301-356-9043

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David Gately - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8215

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Carlos M Molina - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6351

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The DiMaio Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1171

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William M Huhn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5358

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Leonard M. Cohen - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6409

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Kevin Ebel - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6361

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The Perspective Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2360

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Nicholas Steier - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3138

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Sandra Loys - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8227

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The DeCapite Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5339

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John L. Ahearn III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2301

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Bobby Wehman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5386

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Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5581

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William Malone Barrett - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6448

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Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5877

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Eric Hanson, CRPS - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5038

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The Weber Group - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3101

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Christopher M Gable - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5409

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Morgan Stanley Financial Advisors

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

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John W. Young - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5078

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The Fredericktowne Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-663-8833

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Colby Buss - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3133

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The Bralove Group - Morgan Stanley

7500 Old Georgetown Road, 10th Floor
Morgan Stanley Wealth Management

Bethesda, MD 20814
301-657-6376

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The Wesner Investment Consulting Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222