WMS Partners is pleased to welcome a new colleague:
Francisco Guzman Castro, Advisory Analyst. Francisco will support the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials and tax coordination. He will also collaborate with portfolio managers on the investment management of client portfolios, including public and private investments.
Francisco is a graduate of Towson University where he earned a Bachelor of Science degree in Business Administration with a concentration in Financial Planning. Francisco was named an Outstanding Graduate for the College of Business and Economics.
Please join us in welcoming Francisco to the team.