Advisors at this firm
David C
Series 63, Series 65
Annapolis, MD
Westbourne Investment Advisors Inc.
David Cunningham is a financial advisor with Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Westbourne Investment Advisors since 2007 and has been with Cunningham Capital Management, LLC since 2012. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy supported by fundamental analysis and technical review, managing approximately $359 million across about 420 accounts.
Bruce K
Series 63, Series 65
Annapolis, MD
Westbourne Investment Advisors Inc.
Bruce Kromminga is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Westbourne Investment Advisors since 2016 and has been associated with Bay Bridge Capital Management since 2007. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and nonprofit organizations, managing approximately $359 million across about 420 accounts. The firm employs an equity-oriented, buy-and-hold strategy with typical equity allocations between 60% and 90%, using fundamental analysis supported by computer screens and technical review.
Scot L
CFA®
Annapolis, MD
Westbourne Investment Advisors Inc.
Scot Labin is a CFA® charterholder with 12 years of industry experience. He has been with Westbourne Investment Advisors Inc. since 2015 and also has a background at Bay Bridge Capital Management, LLC. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold strategy, combining fundamental analysis with technical review, and manages approximately $359 million across about 420 accounts.
Anthony C
CFA®
Annapolis, MD
Westbourne Investment Advisors Inc.
Anthony Clark is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Innovation Capital Management LLC and Houstoun Capital Management, Inc. before joining Westbourne Investment Advisors Inc. in 2025. Anthony is based in Annapolis, MD, and is part of a five-advisor team at Westbourne. Westbourne Investment Advisors provides discretionary portfolio management to individuals, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment strategy, combining fundamental analysis with technical review, and manages approximately $359 million across 420 accounts.
Joseph W
Series 65
Annapolis, MD
Westbourne Investment Advisors Inc.
Joseph Wilkinson is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD, holding a Series 65 designation with 12 years of industry experience. He has worked at Westbourne since 2018 and previously held positions at Sito Mobile and Millennial Media. Westbourne Investment Advisors provides discretionary portfolio management to individuals, IRAs, trusts, corporate accounts, pension plans, and non-profit organizations. The firm employs an equity-oriented, buy-and-hold investment approach, combining fundamental analysis with technical review, and manages approximately $359 million across 420 discretionary accounts.