Baltimore-Washington Financial Advisors Employee Directory

Financial ServicesUnited 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

Location
Employees

North America
63

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  • United States Of America
    63

Baltimore-Washington Financial Advisors's Leadership

  • Stylized image of a person
    R. C.
    Ceo & President
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  • Stylized image of a person
    R. C.
    Chief Executive Officer & President
    Phone icon
  • Stylized image of a person
    J. M.
    Chief Operating Officer
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  • Stylized image of a person
    J. A. C.
    Chief Information Officer & Associate Portfolio Manager
    Phone icon
  • Stylized image of a person
    M. M.
    Chief Financial Officer
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  • Stylized image of a person
    K. C.
    President
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  • Stylized image of a person
    B. M.
    Managing Director M&a
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  • Stylized image of a person
    S. H.
    Managing Director, Executive Committee
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Contact profiles from Baltimore-Washington Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Chief Operating Officer
    Phone icon
    United StatesMaryland
    Aug 12, 2025
  • Stylized image of a person
    R. C.
    Ceo & President
    Phone icon
    United StatesMaryland
    Sep 09, 2025
  • Stylized image of a person
    J. A. C.
    Chief Information Officer & Associate Portfolio Manager
    Phone icon
    United StatesMaryland
    Mar 20, 2025
  • Stylized image of a person
    K. C.
    President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. M.
    Chief Financial Officer
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. C.
    Chief Executive Officer & President
    Phone icon
    Aug 05, 2024
  • Stylized image of a person
    B. M.
    Managing Director M&a
    Phone icon
    United StatesMaryland
    Jun 03, 2025
  • Stylized image of a person
    S. H.
    Managing Director, Executive Committee
    Phone icon
    Sep 10, 2025
  • Stylized image of a person
    M. M.
    Director, Client Services
    Phone icon
    United StatesMaryland
    Nov 10, 2025
  • Stylized image of a person
    B. C.
    Director Of Tax Services
    Phone icon
    United StatesMaryland
    Jun 04, 2025

Frequently Asked Questions

What is Baltimore-Washington Financial Advisors known for?

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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 Columbia, MD 21044, US; you can contact the main corporate office by phone at . Explore Baltimore-Washington Financial Advisors's company overview page for more information.

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

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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?

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Baltimore-Washington Financial Advisors has approximately 47 employees as of October 2025. 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 October 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.

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