WeberMessick Wealth Management Employee Directory

Financial ServicesMaryland, United States11-50 Employees

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion. Our affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

Find WeberMessick Wealth Management employees' phone numbers or email addresses

WeberMessick Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

WeberMessick Wealth Management's Leadership

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    R. L.
    Partner
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    M. B.
    Managing Partner
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    J. L.
    Director Of Operations
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    K. M.
    Director Of Investment Operations
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    M. W.
    Lpl Investment Advisor / Cpa
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    R. K.
    Partner - Tax Department Chair
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    N. D.
    Associate Wealth Advisor
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    J. B.
    Staff Accountant
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Contact profiles from WeberMessick Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Staff Accountant
    Phone icon
    United StatesMaryland
    Oct 22, 2024
  • Stylized image of a person
    B. M.
    Lpl Investment Advisor Representative And Cpa
    Phone icon
    United StatesFlorida
    Jan 14, 2025

Frequently Asked Questions

What is WeberMessick Wealth Management known for?

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WeberMessick Wealth Management was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore WeberMessick Wealth Management's company overview page for more information.

What is WeberMessick Wealth Management's most common email format?

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WeberMessick Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WeberMessick Wealth Management email formats with LeadIQ.

How many employees does WeberMessick Wealth Management have currently?

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WeberMessick Wealth Management has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are WeberMessick Wealth Management's key employees and leadership?

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As of December 2025, WeberMessick Wealth Management's key employees include:

  • Partner: R. L.
  • Managing Partner: M. B.
  • Director Of Operations: J. L.
  • Director Of Investment Operations: K. M.
  • Lpl Investment Advisor / Cpa: M. W.

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