image of Fred Sherrill

Fred J. Sherrill, AWM, CFP®

Managing Director - Financial Advisor, Senior Consulting Group

410-573-6712
Email |

W. Michael Crowell, Jr., AWM, CFP®

Senior Managing Director - Branch Director, Portfolio Manager - Portfolio Focus

410-573-6707
Email |

Joanna St. Clair, RICP®

Associate Vice President, Associate, Business Senior

410-573-6713
Email |

Vickie Faulkner

Senior Registered Client Associate

410-573-6729
image of Caroline Crowell

Caroline Crowell

Registered Client Associate

410-573-6739

Stewardship

Regardless of economic or market conditions, our commitment to earning and preserving your trust remains as steadfast as our dedication to helping you achieve your financial goals.

 


 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Echelon Wealth Strategist


advisor

Wealth Management Banker


advisor

Trust Consultant