Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Laura M. Carr has joined the firm as Principal and Chief Advisory Officer, reporting to Todd Wickwire, Chief Executive Officer. In this role, Laura will lead the firm’s financial advisory team of 30 talented professionals and also join the firm’s operating committee.
“With nearly three decades in the wealth and investment management space, Laura brings a unique set of leadership skills and experiences to the firm,” said Todd Wickwire. “We are thrilled that someone with Laura’s background and track record of success will be part of our senior leadership team.”
“Bringing Laura in to lead our advisory team is part of our plan to recruit top-tier executive talent and build a dedicated, best-in-class management team,” said Tim Chase, Chairman of WMS. “All of our stakeholders—clients, staff, strategic partners, and regulators—deserve to work with a durable enterprise with strong leadership and a robust infrastructure.”
“The WMS brand is well established and highly respected in the wealth management space,” said Carr. “I’m excited to be part of this dynamic team and look forward to bringing my years of experience to continue to build on the firm’s many successes.”
Ms. Carr was most recently with PNC Wealth Management, a division of PNC Bank, where she was Senior Vice President and Chief Operating Officer working with senior leadership to coordinate the planning, execution and oversight of key management initiatives, including budgeting, risk management, strategy, operations, reporting, and client solutions. Prior to this role, she was Senior Vice President and Managing Director of Asset Management leading key administrative and operational activities involving the division’s outsourced CIO services, retirement plan services and proprietary institutional asset management businesses. Ms. Carr began her career at Mercantile-Safe Deposit and Trust Company (a predecessor to PNC Bank) and over her nearly three-decade career held numerous leadership positions, including Senior Vice President and Chief Administrative Officer of the Institutional Asset Management Group, Senior Vice President of Mergers & Acquisitions for Institutional Investments, and Director of Business Administration for Investments and Wealth Management.
Ms. Carr earned a BS in Paralegal Studies from Villa Julie College (now Stevenson University) and her MBA from Loyola University Maryland.
About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an “Open Family Office” philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $4 billion in client assets, with more than 60 employees.
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