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Baltimore-Washington Financial Advisors Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Baltimore-Washington Financial Advisors is a financial services firm that specializes in wealth management. A team of professionals handles investment management, financial planning, retirement and estate planning, tax services, and business services. The firm also coordinates outside legal, accounting, and business advisory resources to deliver integrated solutions for clients.

Based in Columbia, Maryland, within the Baltimore-Washington region, the firm serves clients across the United States. Its client base includes individuals and businesses seeking guidance across wealth, tax, and succession planning. The company operates in the financial services industry, emphasizing a coordinated, multidisciplinary approach to client needs.

Find Baltimore-Washington Financial Advisors employees' phone numbers or email addresses

Baltimore-Washington Financial Advisors Global Highlights

Location
Employees

North America
69

Minus sign iconPlus sign icon
  • United States Of America
    69

Baltimore-Washington Financial Advisors's Leadership

  • Stylized image of a person
    R. C.
    Chief Executive Officer & President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Managing Director, Executive Committee
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Financial Planning Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. J.
    Wealth Management Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Podcast Host
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Unknown
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Client Advisory Board Member
    Phone icon
    Mobile Phone

Baltimore-Washington Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Information Technology
  • Accounting
  • Other

Contact profiles from Baltimore-Washington Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. C.
    President
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. C.
    Chief Executive Officer & President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. H.
    Managing Director, Executive Committee
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    B. P.
    Financial Planning Analyst
    Phone icon
    Mobile Phone
    May 26, 2026
  • Stylized image of a person
    T. J.
    Wealth Management Associate
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    T. H.
    Podcast Host
    Phone icon
    Mobile Phone
    May 30, 2026
  • Stylized image of a person
    K. B.
    Unknown
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. S.
    Client Advisory Board Member
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Baltimore-Washington Financial Advisors known for?

Minus sign iconPlus sign iconBaltimore-Washington Financial Advisors was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-410-461-****
. Explore Baltimore-Washington Financial Advisors's company overview page for more information.

What is Baltimore-Washington Financial Advisors's most common email format?

Minus sign iconPlus sign iconBaltimore-Washington Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baltimore-Washington Financial Advisors email formats with LeadIQ.

How many employees does Baltimore-Washington Financial Advisors have currently?

Minus sign iconPlus sign iconBaltimore-Washington Financial Advisors has approximately 59 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Baltimore-Washington Financial Advisors's key employees and leadership?

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As of July 2026, Baltimore-Washington Financial Advisors's key employees include:

  • Chief Executive Officer & President: R. C.
  • President: K. C.
  • Managing Director, Executive Committee: S. H.
  • Financial Planning Analyst: B. P.
  • Wealth Management Associate: T. J.

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