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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

  • Chief Executive Officer & President at Baltimore-Washington Financial Advisors
    R. C.
    Chief Executive Officer & President
    Mobile Phone
  • President at Baltimore-Washington Financial Advisors
    K. C.
    President
    Mobile Phone
  • Managing Director, Executive Committee at Baltimore-Washington Financial Advisors
    S. H.
    Managing Director, Executive Committee
    Mobile Phone
  • Financial Planning Analyst at Baltimore-Washington Financial Advisors
    B. P.
    Financial Planning Analyst
    Mobile Phone
  • Wealth Management Associate at Baltimore-Washington Financial Advisors
    T. J.
    Wealth Management Associate
    Mobile Phone
  • Podcast Host at Baltimore-Washington Financial Advisors
    T. H.
    Podcast Host
    Mobile Phone
  • Unknown at Baltimore-Washington Financial Advisors
    K. B.
    Unknown
    Mobile Phone
  • Client Advisory Board Member at Baltimore-Washington Financial Advisors
    S. S.
    Client Advisory Board Member
    Mobile Phone

Baltimore-Washington Financial Advisors Employee Metrics

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

Contact profiles from Baltimore-Washington Financial Advisors

Name
Title
Contact
Location
Last Update
  • President at Baltimore-Washington Financial Advisors
    K. C.
    President
    Mobile Phone
    Oct 23, 2024
  • Chief Executive Officer & President at Baltimore-Washington Financial Advisors
    R. C.
    Chief Executive Officer & President
    Mobile Phone
    Aug 18, 2026
  • Managing Director, Executive Committee at Baltimore-Washington Financial Advisors
    S. H.
    Managing Director, Executive Committee
    Mobile Phone
    Aug 19, 2026
  • Financial Planning Analyst at Baltimore-Washington Financial Advisors
    B. P.
    Financial Planning Analyst
    Mobile Phone
    May 26, 2026
  • Wealth Management Associate at Baltimore-Washington Financial Advisors
    T. J.
    Wealth Management Associate
    Mobile Phone
    Apr 16, 2026
  • Podcast Host at Baltimore-Washington Financial Advisors
    T. H.
    Podcast Host
    Mobile Phone
    Sep 07, 2026
  • Unknown at Baltimore-Washington Financial Advisors
    K. B.
    Unknown
    Mobile Phone
    Oct 21, 2024
  • Client Advisory Board Member at Baltimore-Washington Financial Advisors
    S. S.
    Client Advisory Board Member
    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 and operates in the Financial Services industry. You can contact Baltimore-Washington Financial Advisors's 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 FLast@bwfa.com. 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 August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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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