Patricia P. Baum, CPWA®

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

410-573-6717
Email |

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

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

410-573-6719
Email |

Steven A. Rice, CFA, CFP®

Senior Financial Associate

410-573-6722

Trisha Thomas

Senior Business Associate

410-573-6717

Stephanie Latta

Investment Associate

410-573-6719

Ryan Quigg

Client Associate

410-573-6750

A team approach

Our team brings energy and enthusiasm to our work, with a passion for building lasting client relationships. We leverage over 100 years of investment experience to create a true relationshipp with our clients. We take a holistic view, seeing our clients' investments as a means for turning their life goals into reality. We work in concert with our clients' tax and legal advisors to coordinate and expand their financial opportunities -- growing assets, managing risk, and creating a retirement income and building a legacy.
 

Statistics for the Baum Jackson Investment Group

* Total assets under management: over $1 billion
* Minimum account size: $1 million