WBH Advisory Employee Directory

Q: Who are WBH Advisory key employees?

Some of WBH Advisory key employees are Jeffrey Royce , Benjamin Waller

WBH Advisory corporate office is located in 1829 Reisterstown Rd Ste 225, Pikesville, Maryland, 21208, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Key Employees of WBH Advisory

Jeffrey Royce
Chief Operating Officer
PhoneEmail
BW
Benjamin Walle...
President & Wealth Chief & Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

WBH Advisory Global Presence

Location	People at location
North America	11-50
Africa	1-10

Index of contact profiles from WBH Advisory

Hundreds of professionals searching for WBH Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HS
Henry Sheller
Email Direct
Director, Business Operations
United States , Maryland , Pikesville

BW
Benjamin Waller
Email Direct
President & Wealth Chief & Officer
United States , Maryland , Pikesville

Jeffrey Royce
Email Direct
Chief Operating Officer
United States , Maryland , Pikesville

RW
Robert Willen
Email Direct
Portfolio Manager
United States , Maryland , Pikesville

CB
Carrie Beren
Email Direct
Senior Wealth Advisor
United States , Maryland , Pikesville

MS
Moriah Savage
Email Direct
Front Desk Operations Specialist
United States , Maryland , Pikesville

JM
Jake Mason
Email Direct
Financial Planner & Investment Advisor
United States , Maryland , Pikesville

AR
Anna Romaniszyn
Email Direct
Operations Specialist
United States , Maryland , Pikesville

CK
Charles Kenny
Email Direct
Associate Wealth Advisor
United States , Maryland , Pikesville

JH
Joel Hosner
Email Direct
Wealth Advisor
United States , Maryland , Pikesville

CR
Conor Renn
Email Direct
Portfolio Analyst & Trader
United States , Maryland , Pikesville

CS
Carol Sullivan
Email Direct
Administrator
United States , Maryland , Pikesville

GJ
George Johns
Email Direct
Wealth Advisor
United States , Maryland , Pikesville

Former Employees at WBH Advisory

Explore people who held key positions, contributed to WBH Advisory's success, and advanced their careers.

AL
Adam Lubliner
Vice President, Financ... at MidCap Financial
Worked as Financial Advising Intern
at WBH Advisory (2016-2017)
Email Direct
IA
Ivy Alexander
Client Service Associa... at RZH Advisors
Worked as Operations Associate
at WBH Advisory (2018-2024)
Email Direct

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Frequently Asked Questions Regarding WBH Advisory Employees

How many employees does WBH Advisory have?

WBH Advisory has 11-50 employees

Who are WBH Advisory key employees?

Some of WBH Advisory key employees are Jeffrey Royce, Benjamin Waller

Where is WBH Advisory located?

WBH Advisory’s headquarters are located at 1829 Reisterstown Rd Ste 225, Pikesville, Maryland, 21208, United States

How do I contact WBH Advisory?

WBH Advisory Contact Info: Phone number: (410) 653-7979 Website: www.wbhadvisory.com

What does WBH Advisory do?

WBH Advisory, Inc. is a financial advisory firm that offers personalized wealth management services tailored to clients at various life stages, from professionals to retirees. With over three decades of experience, they provide holistic financial planning, investment management, and legacy-focused philanthropic planning while adhering to a fiduciar... Read More

Is WBH Advisory a public company?

WBH Advisory is private company therefore does not currently have an official ticker symbol

See more information about WBH Advisory Employees