Fred Sherrill headshot

Fred J. Sherrill, AWM, CFP®

Managing Director - Financial Advisor, Senior Portfolio Director Group

410-573-6712
Email |
Mike Crowell headshot

W. Michael Crowell, Jr., AWM, CFP®

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

410-573-6707
Email |
Caroline Crowell headshot

Caroline Crowell

Financial Advisor

410-573-6739
Email |
Joanna St. Clair headshot

Joanna St. Clair, RICP®

Associate Vice President, Senior Business Associate

410-573-6713
Email |

Vickie Faulkner

Senior Registered Client Associate

410-573-6729

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.