Eagle Ray, Inc.

It’s All About the Mission

With a client list that includes the U.S. intelligence community, state agencies, and the Departments of Defense and Homeland Security, Eagle Ray, Inc. understands the importance of a clear and focused mission as well as anyone charged with protecting our national security.

Founded in 2002, Eagle Ray, Inc. has been providing government agencies with strategic IT consulting services for over a decade. “Each member of our senior team has a specific expertise,” says Babs Doherty, president and CEO. “No one here is a generalist. We’re an incredible and powerful team that provides the right solutions because we leverage our strengths, do our homework and ensure our clients weigh in before moving forward.” …Read More

FCi Federal

CEO Sharon D. Virts Transforms Company From IT Consultant to Process Innovator
FCi Federal Helps Government Agencies Get to Work

Innovation drives FCi Federal CEO Sharon D. Virts. It permeates her business, from the services it provides to the employees who carry them out.

FCi Federal works with government agencies to get important back-office functions finished more quickly and more efficiently. Its employees handle work that would take longer and cost more if done in-house.

This unique company works with large agencies, including the Department of Homeland Security, the Citizenship and Immigration Service, the U.S. Coast Guard, the State Department and federal policing agencies. Employees work behind the scenes to gather documentation and resources that decision makers need to do their jobs, including visa approval and immigration status verification. …Read More

The Linn Group at RBC Wealth Management

 

Financial Consulting for Life

 

Chess grandmasters often think 10 steps ahead, or more. Anticipating the consequences of each possible move and countermove is critical to success. That is equally true when it comes to managing wealth.

“Anyone can get unlimited information but may not know what decisions to make,” says financial advisor Bob Linn, senior vice president, The Linn Group at RBC Wealth Management in Rockville, Maryland. “Tax rules are complicated and changing. Or, you can look at a mutual fund report, but if you don’t know anything about the manager, you won’t understand how the numbers are achieved.” …Read More

Cornerstone Financial Services, Inc.

 

Financial and Business Advice, One Family to Another

 

Financial advisor Jerry Rex’s clients inspire him.
“Many are business owners, professionals and entrepreneurs – risk takers who are energizing our economy,” he says. “It’s our job to make sure they’re not taking unnecessary risks with their personal assets and business financial plans.”

As owners of a family business,  Jerry and sons Bryan and Adam, who have joined him at Cornerstone Financial Services, Inc., understand the line between personal and business finances is often blurred. …Read More

The Jordan Insurance Group, LLC

 

Insurance Consultants Bring Outstanding 
Resources to Businesses and Individuals

Did you know you have the ability to access world-class insurance services? “Effective strategies to lower costs and build and preserve assets can dramatically impact clients’ growth and success,” says William J. Jordan Sr., founder of The Jordan Insurance Group, LLC in the Baltimore-Washington Metro.

Jordan is determined to bring clients the highest level of services possible. Companies with as few as 25 employees can benefit from the team of knowledgeable thought leaders he has assembled. Specializing in the fields of life insurance and employee benefits, these creative individuals are equipped with exceptional resources. …Read More

Baltimore-Washington Financial Advisors

 

Teamwork: Integrating Advice

Meet your team. The 25 professionals at Baltimore-Washington Financial Advisors – BWFA – are poised to help you make the most of your money.
This full-service firm is staffed with standouts whose individual strengths in retirement and estate planning, investment management, tax services and business services mesh smoothly and simultaneously to serve virtually every area of a client’s financial life. Their work is holistic, collaborative and consultative, says President and CEO Rob Carpenter, providing clients with what is, in effect, a family wealth office to help them reach their goals. …Read More

CSG Capital Partners of Janney Montgomery Scott LLC

 

Guiding Investors To and Through a Successful Retirement

Ensuring a secure retirement was easier for previous generations. Many were able to do it on their own, without the guidance of a professional. Invest in a CD, a bond fund and other low-risk products, sit back and enjoy the ride – month after month, year after year.

Today’s historically low interest rates have raised a new set of questions for those facing retirement. Will my retirement income retain its purchasing power? Will it be sufficient to cover any emergencies? And most important, will my retirement plan last my lifetime? The answers to these questions require creativity, flexibility and a systematic, analytical process – and the guidance of seasoned financial professionals like those at CSG Capital Partners of Janney Montgomery Scott LLC. …Read More

Kissinger Financial Services, Inc.

 

Seasoned Advisory Team on the Cutting Edge

Back when he was a college student preparing for a career in finance, Ned Kissinger decided he would try to earn a few extra dollars selling cutlery. His efforts paid off, more so than he had hoped. Ned’s father, Bill Kissinger—a longtime financial advisor with his own successful practice—urged him to invest his earnings. “That allowed me to buy my first house,” Ned says.

Bill gave Ned another nudge in 2001, after Ned had gained significant experience working for a large wire house. “He told me that, in order to take his firm to the next level, we needed to be working together,” Ned recalls. “As a father-son team, we have a good dynamic, and we bring different generational perspectives to the table. I think that’s why we’ve been so successful.” …Read More

Akers Financial Group

 

Personalized, Full-service Financial Planning to Help You Retire – and Stay Retired

2013 was a strong year for Akers Financial Group and its clients. Portfolio performance, new client referrals, validation of methods – it was a time of growth. The firm applies effective planning models to help create strong financial portfolios for clients.

“A strategic big win for us, and for our clients, was a seminar we taught on Social Security,” says Brian A. Akers, CFP®, president, founder and senior wealth advisor. “More than 160 people attended. We covered how to maximize your use of the program, when to draw your Social Security income and what’s best for your individual plan.” …Read More

Exeter Wealth Management Group at Morgan Stanley

 

A Commitment to Uncompromising Service
Exeter Wealth Management Group at Morgan Stanley

When the National Association of Board Certified Advisory Practices (NABCAP) and the Baltimore Business Journal published the 2012 list of Premier Wealth Advisors, the Exeter Wealth Management Group at Morgan Stanley was showcased among Baltimore’s elite advisory practices. That ranking is a source of great pride at the firm, but not one of great surprise.

“This designation simply validates what we’ve always known. Our approach to this business is sound,” says Vice President Andrew Berkowitz. “Our goal is to provide Ritz Carlton-level service to our clients with FedEx efficiency and all our processes are designed around those parameters.” For example, the Exeter Wealth Management Group purposely maintains a small number of client families within its $525+ million practice as of December 31, 2013. They believe in a staff-to-client ratio that allows them to more intimately oversee and coordinate the financial affairs for a select group of families in the Capital Region and across the country.

The principals of The Exeter Group  are in their late 30s or early 40s. They strongly believe the combination of age and experience helps them maintain an intergenerational approach to wealth management. “The most rewarding aspect of the practice is executing a plan that we helped a client develop years ago and watching it benefit their children and grandchildren,” says Scott Ensor, Assistant Vice President and CERTIFIED FINANCIAL PLANNERTM practitioner.

Senior Vice President and founding partner Jon Davidov, who has more than two decades of experience, adds, “Our practice has always been about much more than investments. We help clients establish a comprehensive plan by working closely with their attorneys, accountants and other advisors to help protect their wealth while seeking out appropriate growth opportunities from an investment, tax and estate-planning perspective. We are passionate advocates for our clients’ families and support our own experience with the vast resources of Morgan Stanley, a premier global wealth management firm.”

He believes the team’s hands-on approach in service and education has resulted in the growth of  a unique niche with clients who have experienced “sudden wealth events” such as the sale of a business or real estate, or the death or divorce of a spouse.  Davidov explains, “We understand that our clients count on us to guide them through the ordinary and the unforeseen events of life, to be trustworthy and to keep their best interests at heart. Our commitment to them evolves into a long-lasting relationship.”

 

MSLogo

Exeter Wealth Management Group
650 South Exeter Street | Suite 1100 | Baltimore, MD 21202
410-736-5324 | www.morganstanleyfa.com/theexetergroup

NABCAP uses a methodology it has created that includes both quantitative and qualitative criteria including, but not limited to, financial planning, education, experience, and compliance record. NABCAP’s methodology includes, but is not limited to, (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Omaha Magazine. The rating is not indicative of the Financial Advisor’s future performance. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. The Exeter Group are Financial Advisors with the Wealth Management division of Morgan Stanley in Baltimore, MD. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, www.sipc.org. The Exeter Group has engaged EMI Network Inc. to feature this promotion in Forbes magazine. The Exeter Group may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where The Exeter Group is not registered or excluded or exempt from registration. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. March 2014 CRC #881317