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Top 30 financial advisors of 690 near 21401
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Adam B
CFP®
Annapolis, MD
Ventus Wealth Management
My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.
Bridget B
CFP®
Annapolis, MD
Clairwell Financial Planning LLC
I provide divorce planning, ongoing financial planning, and investment management. While my specialty is women going through divorce or other major life transitions, as a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives. I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts. I founded Clairwell to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.
Mark H
CFP®
Edgewater, MD
Sentinel Financial Planning, LLC
Mark is a CERTIFIED FINANCIAL PLANNER™ professional located in Edgewater, Maryland. He provides personalized financial planning and investment management services to business owners, federal government employees, and U.S. military service members. As a former federal employee and U.S. Marine, he is familiar with the challenges you face and knows how to help you reach your financial goals. Mark’s personal experiences taught him budgeting skills, saving strategies, and how to invest. He earned undergraduate and graduate degrees in business administration and personal financial planning, which have equipped him with the knowledge and skills to provide comprehensive financial planning and investment management services to his clients.
Rianka D
CFP®
Upper Marlboro, MD
YGC Wealth
Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.
Stephen S
Series 63, Series 65
Arnold, MD
Edward Jones
Todd B
Series 63, Series 66
Severna Park, MD
Fidelity
Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.
Cullen M
Series 63, Series 65
Annapolis, MD
Merrill
Cullen Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1993. He began his career after earning a Bachelor of Science degree in Finance from Towson University. Cullen holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations, and he is a member of the Investments & Wealth Institute. Cullen specializes in assisting individuals, families, and non-profit organizations, including endowments and foundations, with wealth accumulation, distribution, philanthropic planning, and investment strategy. He leads the team’s non-profit consulting, helping clients develop adaptable portfolios consistent with their unique investment policy statements and fiduciary responsibilities. A long-time resident of Annapolis, Cullen serves as a board member of the Anne Arundel Community College Foundation and as president and board member of the Friends of St. John’s College. He has previously held board roles with the Anne Arundel Medical Center Foundation and Hospice Cup, Inc. Outside of work, Cullen enjoys boating, biking, surfing, running, and traveling with his wife and their two adult daughters.
Evan C
Series 63, Series 65
Annapolis, MD
Fidelity
Evan Carter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as a Relationship Manager before transitioning to his current position. Prior to joining Fidelity, Evan worked in various financial roles, including Mortgage Consultant at Newrez from 2021 to 2022, Premier Banker at Wells Fargo from 2017 to 2021, and Personal Banker at Wells Fargo from 2012 to 2017. Evan's approach to financial planning emphasizes understanding the client's priorities to build personalized plans that address lifetime and legacy goals. He supports clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Evan's personal interests include family activities, gardening, golf, and parenthood.
Scott M
Series 63, Series 65
Annapolis, MD
Merrill
Scott Marsden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with each client's unique financial goals and changing market conditions. His approach integrates investment insights from Merrill and access to banking and lending solutions through Bank of America. Scott's expertise includes education planning, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and earned his High School Diploma from Haddon Township High School. Outside of his professional work, Scott enjoys boating, drawing and sketching, hunting, ice hockey, skiing, and traveling.
Andrew N
Series 63, Series 65
Annapolis, MD
Fidelity
Andrew Nurmi is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop foundational financial strategies tailored to their goals and unique needs throughout their lives. He has been with Fidelity Investments since 2022, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his career in financial services, Andrew worked as an Independent Insurance Investigator, Appraiser, and Adjuster at Johns Eastern Company from 2012 to 2021. His experience spans financial consulting and insurance investigation, providing a broad perspective on client needs and risk management. Outside of his professional work, Andrew enjoys baseball, golf, spending time with family, and caring for pets.
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Top 30 financial advisors of 690 near 21401
Out of 400,000+ nationwide