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WMS Announces Four New Shareholders

WMS Partners is pleased to announce the addition of Eric Bland, Lesa Crosser, Zach Ruchman and...

WMS Advisors Recognized by Forbes as Best-In-State Wealth Advisors

WMS Partners is pleased to announce that two of the firm’s advisors— Martin Eby and Jeff Hill—were...

WMS Welcomes  Francisco Guzman Castro

WMS Partners is pleased to welcome a new colleague:

Francisco Guzman Castro, Advisory Analyst. ...

WMS Welcomes  Jacob Kelly

WMS Partners is pleased to welcome a new colleague:

Jacob Kelly, Advisory Analyst. 

Jacob will...

WMS Promotions 2024

WMS Partners is pleased to announce the following promotions:

Alex Aitken was promoted to the...

WMS Mourns the Loss of a Colleague and Friend

It is with profound sadness that we inform you of the passing of our friend, colleague, and...

WMS Welcomes New Colleagues

WMS Partners is pleased to welcome two new colleagues:

Michael Mele, CFA, Portfolio Manager. ...

WMS Welcomes New Colleagues

WMS Partners is pleased to welcome three new colleagues:

Jackson Finigan, CFP®, Financial Advisor...

WMS ANNOUNCES PROMOTION  OF SIX COLLEAGUES

WMS Partners is pleased to announce the following promotions:

Alex Aitken promoted to the role of...

Josh Rowe Promoted to Co-Chief Investment Officer

WMS Partners is pleased to announce the promotion of Josh Rowe, Director of Research, to Co-Chief...