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Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Fred Sherrill, NMLS # 1614743, Mike Crowell, NMLS # 1594461, Caroline Crowell, NMLS # 2692166, and Beth Bafford, NMLS # 2853108 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Compass Private Wealth Advisors

Phone: 410-573-6719

Patricia Baum, CPWA®

Managing Director,
Private Wealth Financial Advisor,
Senior Portfolio Manager

Phone: 410-573-6717
Cell: 240-495-1170

Margaret Jackson, AIF®, CFP®, CPWA®, RMA®

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 410-573-6719
Cell: 240-495-1345

Fred Sherrill, AWM, CFP®

Managing Director,
Private Wealth Financial Advisor,
Senior Portfolio Manager

Phone: 410-573-6712
Cell: 240-495-3973

Mike Crowell, AWM, CFP®

Senior Managing Director - Branch Director,
Senior Portfolio Manager

Phone: 410-573-6707
Cell: 410-562-9530

Steven Rice, CFA, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 410-573-6722
Cell: 240-791-0097

Caroline Crowell, CFP®

Financial Advisor

Phone: 410-573-6739
Cell: 667-299-5179

Beth Bafford

Financial Advisor

Cell: 410-215-6684

Trisha Thomas

Associate Vice President - Senior Business Associate

Phone: 410-573-6717
Cell: 410-980-3350

Stephanie Latta

Associate Advisor Wealth Management

Phone: 410-573-6719
Cell: 667-299-5182

Ryan Quigg

Associate Advisor Wealth Management

Phone: 410-573-6750
Cell: 667-299-5241

Vickie Faulkner

Senior Registered Client Associate

Phone: 410-573-6729
Cell: 667-408-0638

Walker Sherrill

Client Associate

Phone: 410-573-6733

Address

Annapolis
1906 Towne Centre Blvd., Suite 375
Annapolis, MD 21401
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