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Maryland Maryland

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

Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton, MD 20759

443-986-9911

Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045

410-740-0220

Zach Payne and Richard Clonch

Planvest Financial, Inc.

555 Quince Orchard Rd
Suite 280

Gaithersburg, MD 20878

301-977-7123

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850

301-547-3166

Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg, MD 20877

301-519-8016

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

Advocate Investing Services

1320 Saint Michaels Road

Mount Airy, MD 21771
240-403-0039

Bailey Wealth Advisors

8403 Colesville Road
Suite 845

Silver Spring, MD 20910
301-585-4701

Allstate Personal Financial Representative: Mike Gibbons

3140 W Ward Rd
Ste 107

Dunkirk, MD 20754
301-994-0035

Allstate Personal Financial Representative: Michael Wallach

7218 Muncaster Mill Rd

Derwood, MD 20855
301-761-0051

Turning Point Financial

7210 Corporate Court
Suite A

Frederick, MD 21703
301-846-9336

Allstate Personal Financial Representative: Princess Fagan

118 E Oak Ridge Dr
Ste 1000

Hagerstown, MD 21740
571-235-6261

Bethesda, MD Branch Office - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5000

Atlantic Financial Group, LLC

8706 Commerce Dr.
Suite

Easton, MD 21601
443-249-3311

Conrad Yanguba

1901 Research Blvd
Suite 100-GJ

Rockville, MD 20850
301-251-5116

Charles T Swindell - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1855

DTLR

5126 Sinclair Ln

Baltimore, MD 21206
410-485-6881

DTLR

923 N Caroline St

Baltimore, MD 21205
410-342-6219

First Command Financial Advisor - Tami Trocha

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

Money 24/7

410-925-9835

First Command Financial Advisor - Karen Foley

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

First Command Financial Advisor - Chuck Dixon

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

DTLR

8658 Liberty Rd

Randallstown, MD 21133
410-521-3898

DTLR

10300 Little Patuxent Parkway

Columbia, MD 21044
410-715-0974

DTLR

3500 East-West Highway

Hyattsville, MD 20782
301-853-1770

DTLR

8200 Perry Hall Blvd
Space 2550

Baltimore, MD 21236
410-933-9204

DTLR

11160 Veirs Mill Rd
Space 145

Wheaton, MD 20902
301-933-2671

DTLR

825 Delaney Valley Rd
Space 1070

Towson, MD 21204
410-828-1331

Marcus Gold, MBA

6901 Rockledge Drive
Suite 500

Bethesda, MD 20817
910-320-2793

RS Will Wealth Management

154 A North Market Street

Frederick, MD 21701
301-360-4477

DTLR

46 Mountain Rd
Suite A

Glen Burnie, MD 21060
410-787-0285

Boggs & Company Wealth Management

29 North Liberty Street

Cumberland, MD 21502
301-798-7669

Hallie Lee - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-4791

The West Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5058

Peter G Christofferson - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8357

Morgan Stanley Financial Advisors

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

Berkeridge Financial Services

2288 Pulaski Hwy
Unit D

North East, MD 21901
410-775-8932

Ascent Wealth Strategies Group

2400 Research Boulevard
Suite 320

Rockville, MD 20850
833-696-2974

Monarch McNulty Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5427

First Command Financial Advisor - Billy Ramsey

7361 Calhoun Place
Suite 205

Rockville, MD 20855
301-984-3313

Pearl Ewuzie

5022 Campbell Blvd
Suite N

White Marsh, MD 21236
443-290-4984

DTLR

2241 Monument St

Baltimore, MD 21205
410-327-2328

Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5888

Allstate Personal Financial Representative: Robert Budnicki

11611 Nebel St

Rockville, MD 20852
301-991-5540

DTLR

3743 Branch Ave

Temple Hills, MD 20748
301-316-1633

Nancy Lee Canby - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2335

DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
410-266-0541

DTLR

12144 Central Ave

Mitchellville, MD 20721
301-218-1723

DTLR

3226 Donnell Dr

Forestville, MD 20747
301-516-6445

DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
410-528-0048

DTLR

11110 Mall Circle
Space D03A

Waldorf, MD 20603
301-396-5928

Wei Shen

9801 Washingtonian Blvd
Suite 700

Gaithersburg, MD 20878
240-428-1977

The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3209

Integrated Financial Solutions, Inc.

8850 Columbia 100 Parkway
Suite 400

Columbia, MD 21045
410-480-0007

Alexandra Jamieson, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

Eric Kovacic - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3009

The Harbor East Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3244

Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5343

Okun Financial Group, Inc.

100 West Road
Suite 300

Towson, MD 21204
410-494-6130

Brett Clifford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

Alex B. Humphries - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8261

Chesapeake Capital Management LLC

2107 Laurel Bush Road
Suite 206

Bel Air, MD 21015
410-671-2260

The Monitor Group, LLC

2600 Tower Oaks Boulevard
Suite 220

Rockville, MD 20852
301-251-8550

Turpin Martin Powell, Inc.

2500 Red Cedar Drive

Bowie, MD 20721
301-218-8800

The Fortis Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3354

Cory Labre - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8256

Harbor Financial Group

9861 Broken Land Parkway
Suite 150

Columbia, MD 21046
410-740-4719

MERC Capital

6832 Olney-Laytonsville Road

Laytonsville, MD 20882
410-902-0000

Martin Oppenheimer - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2318

Vintage Financial Partners

600 Jefferson Plaza
Suite 316

Rockville, MD 20852
240-283-7879

Hunt Valley Retirements, LLC

9 Schilling Road
Suite 104

Hunt Valley, MD 21031
410-931-2004

Thomas and Thomas Advisors

4806 St. Barnabas Road
Suite 1662

Temple Hills, MD 20757
240-838-7785

Bay Financial Services

1307 Revolution Way

Crownsville, MD 21032
866-923-6220

Robert J Brewer, CPA, PC

2255 Craine Highway
Suite 105

Waldorf, MD 20601
301-843-2505

Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
443-837-2520

DTLR

701 Russell Ave

Gaithersburg, MD 20877
301-740-8867

DTLR

300 W Lexington St

Baltimore, MD 21201
410-727-4717

DTLR

5225C Indian Head Highway

Forest Heights, MD 20745
301-839-7452

DTLR

2300 N Salisbury Blvd
Space B113

Salisbury, MD 21801
410-548-3930

Joel T Fink - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8356

Benjamin G Proctor III - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8097

John McLaughlin - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1850

Onyx Asset & Wealth Management, LLC

10500 Little Patuxent Parkway
Suite 640

Columbia, MD 21044
443-285-3370

Vinores Financial Services

18 Frederick Rd

Thurmont, MD 21788
301-304-6004

New Potomac Partners, LLC

4330 East West HWY
#416

Bethesda, MD 20814
240-253-4280

Harford Financial Group

836 South Main Street
Suite 105

Bel Air, MD 21014
410-838-2992

DTLR

7429 Greenbelt Rd
Space 30

Greenbelt, MD 20770
301-441-1231

Michael Brick - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5095

Timothy Conley - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6392

Judith E Zins - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6347

The Zins-Shlaferman Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6347

Lloyd Iden - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2652

Richard E Armiger - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5412

Perpetual Wealth, Inc.

3 Victoria Green Court

Reisterstown, MD 21136
410-517-3170

P. Justin Pearlstone - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3213

Mary F Boyle - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3011

Yeena Liu - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6305

Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5805

Daniel Chun - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6846

The MRW Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8271

Geralyn Pijut Schroth - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6419

Chomas Rifkin Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5090

Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5432

Kenneth Hecht, CFP - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5020

Stevens-Jamieson - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

George Littrell III - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8263

Creekmur Wealth Advisors

4701 Sangamore Road
Suite 111

Bethesda, MD 20816
866-358-4441

Mosaic Asset Partners

1122 Kenilworth Drive
Suite 310

Towson, MD 21204
410-821-0089

Allstate Personal Financial Representative: Joseph Bozel

501 Washington Ave
Ste 300

Towson, MD 21204
410-296-0835

DTLR

1207 W Pratt St

Baltimore, MD 21223
410-752-0660

DTLR

6901 Security Blvd

Baltimore, MD 21244
410-594-0801

DTLR

14708 Baltimore Ave

Laurel, MD 20707
301-776-4873

DTLR Outlet

46 Mountain Rd
Suite B

Glen Burnie, MD 21061
410-761-1458

Marshall Financial Group

225 International Circle
Suite 102

Hunt Valley, MD 21030
410-563-1190

Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5352

Patrick Conor McMullen - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8290

Kurt Stein - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8254

Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
410-573-5700

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

9500 Medical Center Dr
Ste 366

Largo, MD 20774
443-419-7552

DTLR

2301 Liberty Heights Ave Upper Lvl

Baltimore, MD 21215
410-225-9400

DTLR

1352 Eastern Blvd

Essex, MD 21221
410-238-4844

Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
410-987-3590

Delmarva Wealth Management, LLC

543 Riverside Drive
Suite B

Salisbury, MD 21801
410-912-4286

Dave Zirretta - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6418

First Command Financial Advisor - Marquita Hawkins

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

North Peak Financial, Inc.

6 West 2nd Street

Frederick, MD 21701
240-515-0113

Financial Foundations, Inc.

602 Center Street
Suite 105

Mount Airy, MD 21771
301-829-8610

StatonWalsh

11350 McCormick Road
Executive Plaza 3 Suite 202

Hunt Valley, MD 21031
410-832-4283

Young Jung - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6474

Sequoia Financial Advisors

1300 York Road
Suite 335

Lutherville, MD 21093
410-321-0860

Maven Wealth Management

8115 Maple Lawn Blvd.
Suite 350

Fulton, MD 20759
301-776-4244

McCaskill Financial

220 West Patrick Street

Frederick, MD 21701
301-668-7366

Paladin Advisor Group

8178 Lark Brown Road
Suite 201

Elkridge, MD 21075
443-283-3482

Nils Vidal - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6879

The Feldman Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2390

World Financial Group

7501 Greenway Center Drive
Suite 530

Greenbelt, MD 20770
240-997-0042

Kevin Jackson - Morgan Stanley

30 W Patrick Street 7th
Fl

Frederick, MD 21701
301-631-7131

Laurette M. Dearden

8814 Heron's Flight

Laurel, MD 20723
301-604-0121

Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
410-365-3447

The River Falls Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

Kevin Wesner - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222

Potomac Financial Consultants, LLC

20251 Century Boulevard
Suite 350

Germantown, MD 20874
301-948-3900

Allstate Personal Financial Representative: Steven Moore

943 Russell Ave
Ste B

Gaithersburg, MD 20879
301-655-7560

Jason Connor - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3119

Laura Almalel Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5568

WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
410-933-8811

Sullivan Financial, LLC

1563 Postal Road
Suite 2A

Chester, MD 21619
410-820-0394

Michael Bowden - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3006

Joshua J. Currence - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7916

Summer Financial, Inc.

1626 Bellona Avenue

Lutherville, MD 21093
410-560-2666

Ridley Wealth Strategies

16701 Melford Boulevard
Suite 400

Bowie, MD 20715
301-982-0014

Risk Management Group LLC

14 South Adams Street

Rockville, MD 20850
301-838-4111

The Rosenfield Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

First Command Financial Advisor - Annmarie Trombino

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

Crest Wealth Advisors

1125 West St. Suite 620

Annapolis, MD 21401
443-973-4901

Seifert, Bell, & Laws Group - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8200

Deborah J Elmes - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6147

George H Hocker - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8251

Dietz Global Alternative Asset Management

201 International Circle
Suite 230

Hunt Valley, MD 21030
410-891-5700

Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
410-415-5505

Donohue-Hart-Thomson Financial Group

104 Victory Lane

Bel Air, MD 21014
410-803-0160

Drumgoole Financial Services

3309 North Furnace Road

Jarrettsville, MD 21084
410-638-9779

Wellington Capital Management

4340 East West Highway
Suite 920

Bethesda, MD 20814
301-941-1997

Miller Financial Group, LLC

225 Schilling Circle
Suite 255

Hunt Valley, MD 21031
410-561-7177

Johnathon Raver - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1874

The Popel DiBlasi Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4843

Peter W Bacon - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4841

Nicholas Smeresky & Kaela Smeresky Iciek - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1852

Lickhai Quach

1901 Research Blvd.
Suite 100-Kq

Rockville, MD 20850
240-268-8021

Susan McCormick Scarborough - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8350

Beverly Moore - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8297

Morgan Stanley Financial Advisors

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-663-8833

First Command Financial Advisor - Gretchen Butler

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

The CannonToohey Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

First Command Financial Advisor - Harvey Pullen

2288 Blue Water Blvd
Ste 311

Odenton, MD 21113
301-356-9043

Roni Murshed - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2354

Frederick Spires Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7139

Allstate Personal Financial Representative: Susan Murray

711 733 West 40th St
Ste 311

Baltimore, MD 21211
443-676-3470

John Wasilewski - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3227

Barry S Gallun - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6433

Allstate Personal Financial Representative: Benjamin Alcid

9200 Corporate Blvd
Ste 450

Rockville, MD 20850
301-990-3600

Alan M Hess - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6447

David Esham - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7902

Morgan Stanley Financial Advisors

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6300

Robert L. Schmidt, New York Life

301-725-4393

Terry LeGar MBA, CLTC, New York Life

1906 Brightwood CT

Eldersburg, MD 21784
410-596-3050

The CWS Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

Bryan Gately - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
410-494-8360

Mark Namvary, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3292

Lucas Holmes - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7937

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

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3215

Leslie McElwain

971 Corporate Blvd

Linthicum, MD 21090
443-510-1391

Alex Rock - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6873

The Turnock Bonacci McCabe Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

Stan Robins - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7911

BrightPath Retirement Solutions

2138 Priest Bridge Court
Suite 1

Crofton, MD 21114
877-707-0282

The Veridical Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2370

Pierre Marie Longkeng

301-441-4528

Peggy Ledvina - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6855

Higher Ground Financial Group, Inc.

5970 Frederick Crossing Lane
Suite 100

Frederick, MD 21704
240-578-4521

First Command Financial Advisor - Ashley Arwood

4690 Millennium Dr
Suite 401

Belcamp, MD 21017
410-272-0727

Cummins & Associates Financial Group

11350 McCormick Rd
Executive Plaza IV, Suite 200

Hunt Valley, MD 21031
410-497-3627

Marcel Santos

8757 Georgia Avenue
Suite 405

Silver Spring, MD 20910
240-485-1505

The Chesapeake Group - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2321

Morgan Stanley Financial Advisors

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

First Command Financial Advisor - Bill Reuter

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

Campbell Financial Services

7310 Ritchie Highway
Suite 700

Glen Burnie, MD 21061
410-766-0900

Lawrence Brachfeld - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6446

First Command Financial Advisor - Tim Custer

14 W Patrick Street
Suite 200

Frederick, MD 21701
301-694-8219

The Rubin Kretkowski Hanson Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5024

The Robins Group - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7911

Morgan Stanley Financial Advisors

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3500

Dora Kumah

301-441-8108

Jianmin You

5072 Dorsey Hall Drive
Suite 202

Ellicott City, MD 21042
410-781-8356

Stone Wealth Management - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3142

Morgan Stanley Financial Advisors

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7900

Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5550

Morgan Stanley Financial Advisors

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-822-3400

Michael Pelham Lawrence - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3026

Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5880

Charles 'Chick' Anderson - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-9036

Allstate Personal Financial Representative: Bruce Bryant

112 W Main St

Middletown, MD 21769
301-371-3417

Jeffrey T Hayzlett - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3507

Brad Ciucci - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3505

David L Handler - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3506

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

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

The Potomac Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-3328

The Cooper-Rothenberg Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1800

Sheryl J Steinhart - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6329

United Wealth Advisors Group, LLC

1101 Wooton Parkway
Suite 450

Rockville, MD 20852
301-280-1451

Sean M Fox - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8095

The Quarry Lake Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6433

Brian M Dunne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5354

Morgan Stanley Financial Advisors

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3000

Morgan Stanley Financial Advisors

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8200

Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5847

Michael R Svec - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6354

Holly A Tilford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5430

Michael Feranec - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8090

Naresh Kc

410-781-8356

The Gaige Lavallee Reed Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3287

Mazur Keller Wealth Management Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5015

Morgan Stanley Financial Advisors

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-268-5700

DEMUTH/DEMUTH - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

First Command Financial Advisor - Art Gibb

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

First Command Financial Advisor - Levi Finley

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5445

John Harrington

971 Corporate Blvd

Linthicum, MD 21090
410-224-6900

Steven G Grassl - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3014

Allstate Personal Financial Representative: Michael Sandler

12447 Clarksville Pike
Ste 1a

Clarksville, MD 21029
301-384-3237

First Command Financial Advisor - Glen Becker

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

Andrew D Fink - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6459

James J Jacobson - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6401

The Waranch Investment Group - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3139

Camillus Ugwu

1300 Mercantile Lane
Suite 129-34

Largo, MD 20774
202-250-9148

Bob Sitton - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8212

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

307 International Circle
Suite 440

Hunt Valley, MD 21030
410-771-3131

The Hayzlett/Ciucci Group - Morgan Stanley

1185 Imperial Drive
Ste 102

Hagerstown, MD 21740
240-513-3500

M Kent Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5389

Bonnie Krosin - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4853

Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5347

Jonathan Wasey CFP

971 Corporate Blvd

Linthicum, MD 21090
443-628-6006

Allstate Personal Financial Representative: Miguel Villegas

10171 New Hampshire Ave

Silver Spring, MD 20903
240-840-1111

Linly Ramlal

14203 Park Center Drive
Suite 304

Laurel, MD 20707
301-625-3107

First Command Financial Advisor - Shane Keaton

21615 S Essex Dr
Ste 52

Lexington Park, MD 20653
301-862-4900

First Command Financial Advisor - Jeremy Ball

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

Joel B Cohn - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-8363

First Command Financial Advisor - Swede Hansen

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

Terence Hardy - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-2654

Frank Chiovaro - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8266

Racquel Ramlal-Slawinski

7501 Greenway Center Drive
Suite 1150

Greenbelt, MD 20770
301-441-8108

Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5810

Edward W. Ted Smith - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5374

The Vaughan Group - Morgan Stanley

107 Centennial St.
Ste 102A

La Plata, MD 20646
301-645-9304

Edward S Geier - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6303

Kress Monarch - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6341

Kevin R. Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8217

Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3230

Marci Lynn Vanderhoeven - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6440

Carl W Vail III - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2355

The Bethesda Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-2095

The Lucas Group - Morgan Stanley

7500 Old Georgetown Road
10th Floor

Bethesda, MD 20814
301-961-2643

Robert James Hoagland Sr. - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6423

James M Cholet - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7104

The Suk & Murphy Group - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-961-1800

Linda Bell - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3348

Julian Flores - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6563

Nicholas Williams - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

Allstate Personal Financial Representative: William Heimrich

3140 W Ward Rd
Ste 107

Dunkirk, MD 20754
443-324-0770

Riley Dopp - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4850

The Ehrlich Wallace Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6461

Gregory J Venit - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-664-6575

Victoria Underhill - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2376

H. Anderson Demuth - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

Nicholas Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8222

Raymond Sutch III - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6148

Regis Larkin - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7113

Malnik Wealth Mgmt. LLC

12125 Sudbury Ct

Clarksville, MD 21029
410-961-5010

Larry Wethje - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2351

Lisa Hunter - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6137

Connelly Railey Group - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5047

First Command Financial Advisor - Ethan Hokanson

5823 Allentown Rd

Camp Springs, MD 20746
301-899-9171

William S Persons - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5345

The Dennin Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5382

Bruce Smith - Morgan Stanley

150 West Market St
Ste 301

Salisbury, MD 21801
410-341-7917

The Olson Group - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6404

Bill McNulty - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-664-6861

Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5348

Rachel Heimann - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6327

Dominic Nicolini - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1860

John Magiros - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1875

The Foxleigh Group - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5570

William Mazurek - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1856

Allan D House - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5534

The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

Paul Gladkowski - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5410

Theodore Waters III - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5413

C.J. Kline - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6363

Thomas Edward Wetzler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5572

The SM Capital Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6357

Matthew C. McGreevy - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-696-8262

Namita Kathuria - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8250

Paul J Fallace - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5407

Patrick Chandler - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8259

Drew Romans - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-961-1829

Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5804

David E Waite - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-494-1878

Morgan Stanley Financial Advisors

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2300

Joseph Purvis - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2369

Kate Costlow - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-631-7135

Robert C. Laws - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-527-3349

Eric A Villamater - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8245

Prism Wealth Consultants - UBS Financial Services Inc.

307 International Circle
Suite 440

Hunt Valley, MD 21030
410-771-3123

Mason M Champion - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-583-4840

Erik Barrueto - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8263

Scott R Manning - Morgan Stanley

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-602-6414

Jonathan R. Shimaitis - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8268

The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

Bryan E Quackenbush - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5531

Pamela Stevens - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3277

Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5827

Allstate Personal Financial Representative: Haughton Bowen

248 Main St

Gaithersburg, MD 20878
240-683-5433

Frederick H Morgan - Morgan Stanley

28601 Marlboro Ave
Ste 201

Easton, MD 21601
410-770-6142

Michael Hinkelman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5364

Allstate Personal Financial Representative: David A. Gasper

913 Ridgebrook Rd
Ste 200

Sparks, MD 21152
410-688-3880

John Lasheski - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6452

Antony Wykes - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6465

First Command Financial Advisor - Jeremy Peloquin

2288 Blue Water Blvd
Ste 311

Odenton, MD 21113
301-356-9043

David Gately - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8215

Carlos M Molina - Morgan Stanley

7500 Old Georgetown Rd 10th
Fl

Bethesda, MD 20814
301-657-6351

The DiMaio Group - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-951-1171

William M Huhn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5358

Leonard M. Cohen - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6409

Kevin Ebel - Morgan Stanley

7500 Old Georgetown Rd
10th Fl

Bethesda, MD 20814
301-657-6361

The Perspective Group - Morgan Stanley

702 King Farm Blvd
Suite 500

Rockville, MD 20850
301-556-2360

Nicholas Steier - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3138

Sandra Loys - Morgan Stanley

303 International Circle
Ste 500

Hunt Valley, MD 21030
410-229-8227

The DeCapite Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5339

John L. Ahearn III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2301

Bobby Wehman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5386

Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5581

William Malone Barrett - Morgan Stanley

12505 Park Potomac Ave
Ste 200

Potomac, MD 20854
301-279-6448

Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5877

Eric Hanson, CRPS - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5038

The Weber Group - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3101

Christopher M Gable - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5409

Morgan Stanley Financial Advisors

2330 W Joppa Road
Ste 255

Lutherville, MD 21093
410-296-9200

John W. Young - UBS Financial Services Inc.

7272 Wisconsin Avenue
23rd Floor

Bethesda, MD 20814
301-718-5078

The Fredericktowne Group - Morgan Stanley

30 W Patrick Street
7th Fl

Frederick, MD 21701
301-663-8833

Colby Buss - UBS Financial Services Inc.

307 International Circle
4th Floor

Hunt Valley, MD 21030
410-771-3133

The Bralove Group - Morgan Stanley

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

Bethesda, MD 20814
301-657-6376

The Wesner Investment Consulting Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222