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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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Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were once again.
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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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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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Two WMS Client Advisors Recognized as the Best in Maryland
February 22, 2018 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were selected by.
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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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Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top Wealth Advisors.  Mr. Eby was ranked 39 out of.
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