Severn Financial Advisors, LLC Employee Directory

Financial ServicesMaryland, United States0-1 Employees

Welcome to Severn Financial Advisors, LLC. We are here to help you manage your money and achieve your financial goals. Our firm is a unique group of investment advisors. We are a financial services firm without the encumbrances of a large Wall Street firm. You will receive objective advice unblemished by the conflicts of interest which have plagued Wall Street firms for generations. We are free to recommend the best financial tools to meet your individual goals. At our firm every relationship is important to us. Our staff understands that our customers expect exceptional customer service and we strive to provide just that. We rely heavily on referrals from within our community to help our business grow; therefore, every client is treated with the utmost respect and dignity regardless of the size of their portfolio. Please read through our profile to see how we can help you manage your money wisely. Then contact us. We promise to be a partner that you can rely on for integrity, experience, exceptional service, and value. Registered representative, securities offered through Cambridge Investment Research, Inc., broker-dealer, member FINRA/SIPC. Investment advisor representative, Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Severn Financial Group, LLC are not affiliated. Severn Financial Group, LLC | 1610 W Street, Suite 105 | Annapolis, MD 21401 | 443-433-4288 | sroth@severnfa.com

Find Severn Financial Advisors, LLC employees' phone numbers or email addresses

Severn Financial Advisors, LLC Global Highlights

North America
31

United States Of America
31

Severn Financial Advisors, LLC's Leadership

S. J.
Owner
Mobile Phone
Email
E. Y.
Director Insurance
Mobile Phone
Email
J. M.
Director Equity Research
Mobile Phone
Email
S. B.
Director Insurance Operations
Mobile Phone
Email
S. K.
Director Investment Management And Research
Mobile Phone
Email
C. F.
Portfolio Manager Investment Management And Research
Mobile Phone
Email
F. D.
Portfolio Manager Fixed Income
Mobile Phone
Email
J. D.
Manager Advanced Planning
Mobile Phone
Email

Severn Financial Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Community & Social Services
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Severn Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

M. F.
Team Lead Insurance Operations
Mobile Phone
Email
Oct 22, 2024
M. G.
Relationship Manager Retirement Consulting Investment Platform
Mobile Phone
Email
Oct 24, 2024
P. G.
Product Manager
Mobile Phone
Email
Oct 16, 2024
R. M.
Case Manager
Mobile Phone
Email
Oct 22, 2024
S. C.
Case Manager
Mobile Phone
Email
Oct 21, 2024
A. G.
Senior Research Analyst International And Emerging Markets
Mobile Phone
Email
Oct 21, 2024
B. M.
Senior Investment Research Analyst
Mobile Phone
Email
Oct 17, 2024
A. C.
Retirement Sales Consultant
Mobile Phone
Email
Oct 17, 2024
A. H.
Advanced Planning Consultant
Mobile Phone
Email
Oct 23, 2024
D. C.
Business Development Consultant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Severn Financial Advisors, LLC known for?

Severn Financial Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 1610 West Street Suite 105 Annapolis, Maryland 21401 United States; you can contact the main corporate office by phone at

+1-443-433-****

. Explore Severn Financial Advisors, LLC's company overview page for more information.

What is Severn Financial Advisors, LLC's most common email format?

Severn Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Severn Financial Advisors, LLC email formats with LeadIQ.

How many employees does Severn Financial Advisors, LLC have currently?

Severn Financial Advisors, LLC has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Severn Financial Advisors, LLC's key employees and leadership?

As of February 2026, Severn Financial Advisors, LLC's key employees include:

Owner: S. J.
Director Insurance: E. Y.
Director Equity Research: J. M.
Director Insurance Operations: S. B.
Director Investment Management And Research: S. K.

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