WMS Advisors
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
11300 Rockville Pike Ste 800, Rockville,...Phone Number
(301) 294-7804Website
www.wmsadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About WMS Advisors
WMS Advisors, LLC is a financial planning and investment advisory firm with over 35 years of experience, serving a diverse clientele that includes individuals, families, small businesses, and non-profit organizations. They offer personalized wealth management and financial planning services, focusing on customized investment strategies based on individual client needs and goals. With offices in Charlotte and Gastonia, North Carolina, they emphasize the importance of effective planning to achieve clients' unique definitions of success. WMS Advisors operates as a fee-based, independent advisor, providing institutional quality investment advice and support.Explore more
WMS Advisors Org Chart
TM
Wealth Advisor & Financial Planner & Partner
TR
Marketing Specialist
AS
Associate Advisor
TP
Financial Advisor
LE
Finanical Advisor
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WMS Advisors News & Media
WMS Partners Welcomes TRIA Capital Partners as Minority Shareholder
TOWSON, Md.--(BUSINESS WIRE)--WMS Partners (“WMS”), a $5 billion multi-family office focused on wealth planning and investing in both public and private markets, is pleased to announce it has closed an investment from TRIA Capital Partners (“TRIA”) through which TRIA will become a non-controlling, minority shareholder of the firm. TRIA’s passive investment is a cornerstone of WMS’s commitment to remaining an independent, permanent firm that provides its client families with conflict-free, unbiaLaura M. Carr Named Principal, Chief Advisory Officer of WMS Partners
TOWSON, Md.--(BUSINESS WIRE)--Laura M. Carr has joined WMS Partners as Principal and Chief Advisory Officer to lead the firm’s financial advisory team of 30 talented professionals.Todd M. Wickwire Named Chief Executive Officer of WMS Partners
TOWSON, Md.--(BUSINESS WIRE)--WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Todd M. Wickwire has been named Chief Executive Officer. “Todd’s years of experience working in capital markets, institutional brokerage and investment research naturally complement our team and strengthens the firm’s position as the leading wealth advisory firm in the Mid-Atlantic region,” said Timothy Chase, Chairman and Co-Founder of WMS Part
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WMS Advisors, LLC is a financial planning and investment advisory firm with over 35 years of experience, serving a diverse clientele that includes individuals, families, small businesses, and non-profit organizations. They offer personalized wealth management and financial planning services, focusing on customized investment strategies based on ind... Read More
