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Swatta Investment Group
phone410-573-6730
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Dan Phelan
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6725
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The Baum Jackson Investment Group
phone410-573-6717
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The Wallace Group
phone240-495-3382
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Patricia P Baum, CPWA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6717
Visit The Baum Jackson Investment Grouplaunch
Michael F. Byrne
Senior Vice President - Financial Advisor
Portfolio Director Group
phone410-573-6714
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Steven Rice, CFA, CFP®
First Vice President - Financial Advisor
phone410-573-6722
Visit The Baum Jackson Investment Grouplaunch
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The Carter Group
phone410-573-6705
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Gordon Wallace, CFP®, CPFA®, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone240-495-3382
Visit The Wallace Grouplaunch
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Thomas Carter, AWM, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone410-573-6705
Visit The Carter Grouplaunch
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Steele Point Investment Group
phone410-573-6708
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Tom C. O'Farrell
Senior Vice President - Financial Advisor
Portfolio Director Group
phone410-573-6732
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Sean O'Neill, CFP®, CRPS®
Senior Vice President - Financial Advisor
phone410-573-6723
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Jacob Leddy
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6748
Visit The Wallace Grouplaunch
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Fred Sherrill, AWM, CFP®
Managing Director - Financial Advisor
Senior Consulting Group
phone410-573-6712
Visit Generational Planning Solutions Grouplaunch
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Mike Crowell
Senior Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone410-573-6707
Visit Generational Planning Solutions Grouplaunch
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Chip Swatta, CFP®
Senior Vice President - Financial Advisor
Portfolio Director Group
phone410-573-6726
Visit Swatta Investment Grouplaunch
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Chris Swatta
Senior Vice President - Financial Advisor
Portfolio Director Group
phone410-573-6730
Visit Swatta Investment Grouplaunch
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Kyle Dixon, CFP®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone410-573-6720
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Steve Eagley, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6708
Visit Steele Point Investment Grouplaunch
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Margaret M Jackson, AIF®, CFP®, CPWA®, RMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6719
Visit The Baum Jackson Investment Grouplaunch
Stephen Frederick "Steve" Owen, MBA
Senior Vice President - Financial Advisor
Portfolio Director Group
phone410-573-6711
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Keith Lanzoni
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone410-573-6735
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Generational Planning Solutions Group
phone410-573-6712
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Matthew Wallace, CRPC®
Associate Vice President - Financial Advisor
phone410-573-6743
Visit The Wallace Grouplaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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