Shareholders

*Disclosure: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if WMS is engaged, or continues to be engaged, to provide investment advisory services.

Meet the Team

Our People Are Our Greatest Assets

Senior Financial Advisor

SENIOR FINANCIAL ADVISOR

Chief Operating Officer

CHAIRMAN

PRIVATE INVESTMENT STRATEGIST

SENIOR FINANCIAL ADVISOR

SENIOR FINANCIAL ADVISOR

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Senior Financial Advisor, Director, Portfolio Management

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Senior Financial Advisor

CO-CHIEF INVESTMENT OFFICER, DIRECTOR OF RESEARCH

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

FINANCIAL ADVISOR, SENIOR PLANNER

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

CHIEF EXECUTIVE OFFICER

Interested in joining our team?

See our career opportunities