Patricia P Baum, CPWA®

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

410-573-6717 | Email |
410-573-6701

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, membership which is offered to the top 150 advisors. In conjunction with the University of Chicago Booth School of Business, Patti recently completed the Certified Private Wealth Advisor® (CPWA®) program, which is designed to help wealth advisors develop specific strategies for high net worth families with the goal of minimizing taxes,  accumulating and protecting assets, and maximizing growth and transferring wealth.

The Baum Jackson Investment Group was selected as one of Barron's Top Advisory Teams in 2010, 2011, 2012 and 2013.  Patti was named to the Financial Times Top 400 Advisors in 2013, 2014, 2015, 2016 and 2017.  In addition, Patti was named to the inaugural Top 100 Women Financial Advisors list in 2014.

Patti earned a Bachelors 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 has completed the US SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.

Patti is currently on the Board of Overseers for the Baltimore School for the Arts, which strives to be the leading pro-professional arts high school in the country. This school provides talented students with a personally supportive and intellectually challenging environment where rigorous training in the arts combines with a college prep academic education.  Patti also serves as the Chair of the Investment Committee and on the Board of Trustees for The Baltimore Community Foundation. The Baltimore Community Foundation is a philanthropic foundation created by and for the people of Greater Baltimore, where many donors join together to make the region they love a better place, today and for future generations.

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

Patti lives in Severna Park, Maryland.  She has four children and five grandchildren, many of whom are in the area.

 
AWARDS 

* Barron's Top 1200 Advisor List (2018, 2019)
* Forbes/SHOOK State-by-State Top Wealth Advisor - (2018, 2019)
* Forbes 2017 Top 200 Women Advisors
* Financial Times Top 400 Advisor (2018, 2017, 2016, 2015, 2014, 2013)
* Financial Times Top 100 Women Advisor  (2014)

Margaret M Jackson, AWM, CFP®, CPWA®

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

410-573-6719 | Email |
410-573-6701

Margie has been a financial advisor and wealth manager with RBC Wealth Management since 2000.  She is part of RBC’s Private Wealth Group, a select group of advisors serving high-net-worth individuals and institutions and, she is a member of the firm’s Senior Portfolio Group. Margie has been consistently named to the firm’s President’s Council, membership given to high performing advisors in the firm. She is the past president of the Women’s Association of Financial Advisors at RBC Wealth Management and has served in various board capacities for the organization.

Margie earned the CERTIFIED FINANCIAL PLANNER® certification in 2003. Additionally, in conjunction with the University of Chicago Booth School of Business, Margie completed the Certified Private Wealth Advisor® (CPWA®) program which is designated to help wealth advisors develop specific strategies for high-net-worth families with the goals of minimizing taxes, accumulating and protecting assets, maximizing growth, and transferring wealth.

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. In addition to earning the CFP® and CPWA® certifications, Margie holds the Accredited Investment Fiduciary (AIF®) certification, and the Accredited Wealth Manager (AWM) designation from Michigan State University. All certification and accreditations are granted after intensive study and demonstrated proficiency in comprehensive financial planning and wealth transfer issues.

Currently, Margie is on the Ginger Cove board of directors where she serves as vice president, chairperson of the Investment Subcommittee, and as a member of the Finance and Audit Committee. Ginger Cove is a premier continuing life-care retirement community that embraces wellness as a way of life. Margie is also a member of the Anne Arundel Estate Planning Council.

Margie has previously served on the Finance Committee of the Community Foundation of Anne Arundel County, the Foundation Board for Ginger Cove, 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 lives with her husband in Annapolis, Maryland. Her daughter and son-in-law, granddaughter and grandson reside nearby in Annapolis. In her free time, Margie enjoys spending time with her family, playing golf and boating.

Steven A. Rice, CFA

Senior Financial Associate

410-573-6722 | Email

Steve began his career in 2011 as an Investment Advisor at a Maryland independent advisory firm. Prior to joining the Baum Jackson Investment Group in 2019, he spent more than 6 years at T. Rowe Price, working originally with small business retirement plans. More recently Steve was a Portfolio Analyst in T. Rowe’s Asset Allocation Investments Division, where he conducted mutual fund research and institutional-level portfolio analysis.

Steve earned the Chartered Financial Analyst designation in 2018. He passed the Series 7, 63 and 65 FINRA exams and holds the Maryland Life, Health and Annuity licenses. Additionally, Steve earned an MBA from Loyola University of Maryland and a Bachelor’s degree in Finance from Towson University. While earning his degree, Steve played four years of Division-1 baseball.

Steve lives with his wife in Owings Mills, Maryland. He enjoys spending time with family and friends, working out, playing golf and playing with his dog that he adopted several years ago.

Trisha Thomas

Vice President - Assistant Complex Manager, Private Client Group

410-573-6717 | Email
410-573-6701

Trisha Thomas joined RBC Wealth Management in 2011, most recently serving as the assistant complex manager in the Washington DC complex. Formerly with Morgan Stanley, she held the roles of financial advisor, branch service manager and complex risk officer. Trisha has been in the financial services industry for 16 years and has passed her Series 7, 66, 9, 10, 31, 3 exams and holds her Life/ Health insurance licenses. Trisha and her team were awarded RBC Wealth Management’s Award of Excellence for 2013. Trisha received the individual Award of Excellence recognition in 2012 and again in 2018. Additionally she is a 2009 recipient of the Morgan Stanley Guardianship award for excellence in risk and compliance.

She attended George Washington University and, after living in Washington, D.C. for many years, now resides in Annapolis, Maryland with her husband. Trisha is a sustaining member, and former board member, of the Junior League of Annapolis. She’s practices yoga and enjoys running with her chocolate lab, Lucy. Trisha is a knowledgeable fine art enthusiast and formerly served as Co-Chair for the Phillips Collection Contemporaries Steering Committee. She is proficient in the French language, studying in Paris at both the Sorbonne and Ecole des Etrangers.

Donna M Johnson

Senior Investment Associate

410-573-6719 | Email
410-573-6701

Donna joined the Baum Jackson group in 2006 and has over 30 years of experience in the investment field. She brings an engaging personality, strong work ethic, and broad knowledge of investments to her position and strives to deliver an exceptional experience to all our clients. She received the RBC Wealth Management award of excellence for her outstanding performance in 2012 and again in 2015. Donna hails from upstate NY and graduated from SUNY Oswego with a B.A. in Linguistics. She holds Series 7, 63, and 66 licenses.

Donna lives in Annapolis and enjoys the community and the relaxed lifestyle.

A team approach

Our team brings energy and enthusiasm to our work, with a passion for building lasting client relationships. We leverage over 70 years of investment experience to create a true partnership 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