Baltimore Washington Financial Advisors Employee Directory

Q: What is Baltimore Washington Financial Advisors known for?

Baltimore Washington Financial Advisors was founded in 1986. Baltimore Washington Financial Advisors operates in the Financial Services industry.

Financial ServicesMaryland, United States11-50 Employees

BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients.
 
Better Service. Better Solutions. Better Results.

http://www.bwfa.com/
Facebook: www.facebook.com/1bwfa
YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk

https://www.bwfa.com/social-media-disclaimer/

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

Baltimore Washington Financial Advisors Global Highlights

North America
61

United States Of America
61

Baltimore Washington Financial Advisors's Leadership

R. C.
Ceo & President
Mobile Phone
Email
R. C.
Chief Executive Officer & President
Mobile Phone
Email
J. M.
Chief Operating Officer
Mobile Phone
Email
J. A. C.
Chief Information Officer & Associate Portfolio Manager
Mobile Phone
Email
M. M.
Chief Financial Officer
Mobile Phone
Email
K. C.
President
Mobile Phone
Email
B. M.
Managing Director M&a
Mobile Phone
Email
S. H.
Managing Director, Executive Committee
Mobile Phone
Email

Contact profiles from Baltimore Washington Financial Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Chief Operating Officer
Mobile Phone
Email
United StatesMaryland
Nov 19, 2025
R. C.
Ceo & President
Mobile Phone
Email
United StatesMaryland
Dec 18, 2025
J. A. C.
Chief Information Officer & Associate Portfolio Manager
Mobile Phone
Email
United StatesMaryland
Aug 11, 2025
K. C.
President
Mobile Phone
Email
Oct 23, 2024
M. M.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. C.
Chief Executive Officer & President
Mobile Phone
Email
Aug 11, 2025
B. M.
Managing Director M&a
Mobile Phone
Email
United StatesMaryland
Nov 19, 2025
S. H.
Managing Director, Executive Committee
Mobile Phone
Email
Nov 19, 2025
M. M.
Director, Client Services
Mobile Phone
Email
United StatesMaryland
Nov 17, 2025
B. C.
Director Of Tax Services
Mobile Phone
Email
United StatesMaryland
Nov 18, 2025

Frequently Asked Questions

What is Baltimore Washington Financial Advisors known for?

Baltimore Washington Financial Advisors was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 5950 Symphony Woods Road, Suite 600; 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?

Baltimore 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?

Baltimore Washington Financial Advisors has approximately 45 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Baltimore Washington Financial Advisors's key employees include:

Ceo & President: R. C.
Chief Executive Officer & President: R. C.
Chief Operating Officer: J. M.
Chief Information Officer & Associate Portfolio Manager: J. A. C.
Chief Financial Officer: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking