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Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Laura M. Carr.
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Todd M. Wickwire Named Chief Executive Officer of WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Todd M..
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WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Senior Advisor Nate Allen.
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Christopher Walczak (CFP®, CTFA) Joins WMS Partners
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Christopher Walczak is.
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Unveiling WMS's New Branding
Today, WMS Partners is getting a facelift, at least as far as our branding goes. We thought we'd take a minute to explain the thinking behind our new.
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WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger
In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family offices, foundations and trusts. Nate has extensive.
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WMS Partners Announces the Dedication of the Bob Killebrew Library
On a recent Wednesday morning, the firm gathered together to celebrate one of our cherished partners and colleagues, Bob Killebrew. Anyone who has.
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Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
WMS Partners, the largest independent fee-only wealth advisor in Baltimore*, is proud to announce that Louis Jay Ulman has joined as a Partner and.
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WMS Runs for Others
Nearly 70,000 young adults are diagnosed with cancer in the United States each year. Young adults dealing with cancer face a myriad of social,.
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Sam Callard Joins WMS Partners - Advises Affluent Families on Investment Strategy and Planning
WMS Partners is pleased to announce that Sam Callard has joined WMS Partners as a Senior Client Advisor.  Sam joins WMS Partners from Matheys Lane.
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