
Marc regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning...
Marc regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning...
Bob joined WBH Advisory’s team in 2000. Among other roles, Bob uses his knowledge and experience to offer to assist clients with financial planning, asset allocation, and...
Ben joined WBH Advisory in 2009 and has served the firm and its clients in several capacities over the past ten years. Ben uses his experience and training to help clients make...
John has been with WBH Advisory since 1993. One of the many duties he performs for the firm is managing client’s fixed income portfolios. John is a graduate of The Johns Hopkins...
Chris joined WBH Advisory in 2021. Chris has over 40 years of financial services industry experience starting fresh out of college as a commercial bank management trainee in 1980...
George joined WBH Advisory as a Wealth Advisor in 2021. George truly enjoys working together with clients to define, plan for, and accomplish their personal planning objectives. ...
Carol has been with WBH Advisory since its inception in 1987. She is an Investment Advisor Representative who holds a Bachelors of Arts Degree in Economics and Accounting from the...
Ivy joined WBH Advisory in 2018 after more than five years at T. Rowe Price and Associates, an internationally recognized asset management firm in the Baltimore area. Ivy’s...
Anne joined WBH Advisory in 2013 and plays a critical role in the back-office functioning of our firm. She ensures that all client documentation and processing is handled in a...
Greg joined WBH Advisory in 2016. For the 20 preceding years, Greg was the owner and president of Metropolitan Financial Group, Inc., an investment advisory firm located in Chevy...