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
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.”
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
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
A Guaranteed Retirement Income for Life
Everybody knows the longer you wait to take Social Security, the larger your monthly benefit check will be. Waiting until your full retirement age (66 for those retiring today) will significantly increase the amount that is deposited into your checking account each month. Holding off until age 70 will increase it even more – by 8 percent a year – once you have reached full retirement age.
But few people realize there are many other ways to increase their Social Security benefits, including the File and Suspend and Restricted Application strategies, says Dwayne Hiltner, president of Hilt Financial Group LLC. The Baltimore-based financial services firm specializes in 401(k), 403(b), TSP, IRA and CD rollovers and in creating guaranteed lifetime retirement incomes, with particular expertise in maximizing Social Security benefits. …Read More
Solid Investment Advice for Strategic, Customized Wealth Management
Financial planning and investment management are not to be taken lightly, not to be sold like a suit off the rack, not to be done and forgotten. Today’s planning affects tomorrow’s quality of life, and it demands focused care.
As important as financial and investment planning are, it’s essential to put the process in the hands of the right professional. That means someone who knows investments and wealth management, of course, but also an experienced advisor who can help clients identify objectives – not everyone can easily describe their financial goals – and build a plan to meet them. …Read More
Financial Planning in Human Terms
What distinguishes the best and brightest financial advisors? Veteran insight, success, and industry credentials tend to rank high on most people’s lists.
When clients are shaken by financial stress, upset and uncertainty, however, even the most impressive qualifications aren’t enough. Concern and empathy, openness and clarity—these are what clients value most. They need the comfort of knowing their family’s financial situation is in capable and caring hands.
This explains why Day Financial Group, a family-owned financial advisory practice based in Columbia, Md., has seen its client base shift toward high-level corporate executives outplaced by their longtime employers. In fact, firm principal John E. Day, along with Marlene Day, Matthew J. Day, and fellow associates Ashley Rowe and Jessi Sherrock, have earned a distinct reputation serving these clients’ needs. …Read More
Washington D.C.’s Apartment Experts
More than 25 years ago, Beth and Scott Ross decided to add another facet to their marriage – business. To better manage Scott’s first multifamily asset, Beth Ross formed ROSS Management Services in their basement. She started with three employees and 128 apartments.
Fast-forward to 2013, and the ROSS Companies’ offices consume a floor of a Bethesda office building and the ROSS team is 300-strong.
The ROSS executive team possesses more than 100 years of combined multifamily experience from many national firms. Its portfolio is purposefully based in the Washington, D.C. metro area and is comprised of 28 communities, totaling more than 10,000 apartments. Ross is very proud of her company – and how she grew it. …Read More
Innovation Policy Powerhouse
They say it’s not what you know. It’s who
you know. And nowhere is that truer than in Washington, D.C. But what if you could combine the who with the what and add the how? The result would be TechVision21, a technology and policy consulting firm that helps clients develop and execute strategies to advance their policies, programs and funding interests in Washington.
As a former White House staffer and Senate-confirmed assistant secretary of technology policy
at the U.S. Department of Commerce, TechVision21 President Kelly Carnes and her team are well-connected across government and both ends of Pennsylvania Avenue. “But we do so much more than just whip out a list of contacts and make introductions,” she says. …Read More
Wealthy Families Find Uncommon Solutions
Chevy Chase Trust Managing Director Deborah (“Deb”) Gandy is redefining what it means to provide the highest caliber of comprehensive investment and financial management to wealthy individuals and their families. Working closely with some of the Washington area’s most elite families, Gandy emphasizes a very personal approach which has become all too uncommon in a world of institutionalized wealth management.
“The key is customization. Why should anyone choose to be shoehorned into a preconceived …Read More
Helping Multinational Corporations Navigate Faraway Markets
For corporations looking to do business in frontier markets around the globe, the prospect can be intimidating. The risks, potentially dire. The outcome, as uncertain as it gets. Apart from having firsthand, on-the-ground experience in these parts of the world, how do companies pursue overseas opportunities in a way that truly protects and advances their long-term interests?
First and foremost, they would do well to partner with attorney Robert R. Amsterdam, founding partner of Amsterdam & Partners LLP. …Read More