About our team

Patricia P. Baum, CPWA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Patti has been a financial advisor and wealth manager with RBC Wealth Management since 1998. She began her career in 1985 as a financial advisor with Alex. Brown & Sons. Patti is part of RBC’s Private Wealth Group, a select group of advisors serving high-net-worth individuals and institutions. She is a member of the firm’s Senior Consulting Group and has been consistently named to the firm’s Chairman’s Council, offered to RBC’s top 150 advisors.

In conjunction with the University of Chicago Booth School of Business, Patti completed the Certified Private Wealth Advisor (CPWA®) program. This rigorous study helps wealth advisors develop specific strategies for high-net-worth families, with the goal of minimizing taxes, accumulating and protecting assets, maximizing growth of capital, and transferring wealth to the next generation.

Patti earned a bachelor’s degree from Duke University in 1978, graduating summa cum laude, and earning membership to the Phi Beta Kappa honorary society. In 1991, she graduated from the Wharton School Securities Industry Institute program. In addition, she completed the U.S. SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.

Patti plays an active role in the Baltimore Annapolis community. She is currently on the board of trustees and is vice chair of The Baltimore Community Foundation, where she serves as chair of the Investment Committee. She is also on the board of Overseers and Investment Committee for the Baltimore School for the Arts, which is a leading pre-professional arts high school. In addition, she serves on the board of the Rosa Parks Museum in Montgomery, Alabama.

Patti has been recognized as an outstanding leader in Anne Arundel County. She previously served on several local boards, including the YWCA of Anne Arundel County, The Key School, and Maryland Hall for the Performing Arts.

Awards

Barron’s Top 1200 Advisor List (2018–2021)
Forbes/SHOOK Best-In-State Wealth Advisor (2018–2021)
Forbes Top 200 Women Advisors (2019–2020)
Forbes Top Women Wealth Advisor (2021)
Financial Times Top 400 Advisor (2013–2020)

Source: Forbes.com, (May, 2019). America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

2021 - Forbes Top Women Wealth Advisors - Source: Forbes.com (March, 2021). America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

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

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

410-573-6719

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Margie is a member of RBC Wealth Management’s Private Wealth Group, a select group of advisors serving high-net-worth families and institutions, and is also a member of the Senior Portfolio Group. Each year since 2004, Margie has been named to the firm’s President’s Council, which recognizes high-performing advisors. Margie currently serves on RBC Wealth Management’s Financial Planning Advisory Council and Equity Leaders Advisory Council. She is a past president of the firm’s Women’s Association of Financial Advisors and has served in various board capacities for that organization.

Margie regularly expands her wealth management expertise through graduate-level coursework, and has earned several advanced certifications. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and recently earned designation as a Retirement Management Advisor® (RMA®) from the Investments and Wealth Institute. Through coursework with the University of Chicago Booth School of Business, Margie holds the designation of Certified Private Wealth Advisor® (CPWA®). She has also earned certification as an Accredited Investment Fiduciary® (AIF®) from Michigan State University.

All certifications and accreditations are granted after having met rigorous experience and ethical requirements, and involve intensive study and demonstrated proficiency in comprehensive financial planning and wealth management issues.

Margie is active locally and committed to community involvement. She is a director emeritus for the board of directors of Ginger Cove, a premier continuing life-care retirement community that embraces wellness as a way of life. She had previously served as vice president, treasurer and chair of the Investment Committee. Margie is currently a member of the Anne Arundel Estate Planning Council.

Margie has also served on the Finance Committee of the Community Foundation of Anne Arundel County, the Charitable Gift Planning Advisory Committee at Anne Arundel Medical Center, and on the Board of Directors for the YWCA of Anne Arundel County. Margie earned an MBA from Loyola College and a bachelor’s degree from the University of North Carolina Chapel Hill, where she graduated with honors. She partnered with Patti Baum in 2000 to form the Baum Jackson Investment Group, after a career in management with the Johns Hopkins University Applied Physics Lab.