Experience Makes all the difference

We are located i beautiful Hunt Valley, Maryland. Our Financial Advisors are committed to you. Through individual, personalized strategies, each client defines our You & Us philosophy. We are active participants in the local schools, events, and overall presence in our wonderful community. We welcome the opportunity to help with your financial well being.

Ellen M. Pierce

Managing Director
Market Head
Market Area Manager
800-622-0073
410-771-3131

email




Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Shari S. Winkelman

Director
Market Administrative Officer
410-771-3145

email




Registered States:
DC, DE, FL, GA, MA, MD, ME, NC, NJ, NY, PA, SC, VA


Peggy J. Temple

Assistant Vice President
Executive / Team Assistant
410-771-3102

email




Nicole Barbara Kalinosky

Associate Director
Supervisory Officer
410-771-3120

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Registered States:
AR, CA, DE, FL, GA, MA, MD, ME, NC, NJ, NY, PA, SC, VA