ADVISOR BIO

James Cragg is an investment advisor representative at UBS Financial Services Inc. James has been in the industry since March 10, 2002 and has a wide range of experience in financial planning and portfolio management. He holds the Series 7, Series 66, and SIE licenses, and is registered with the Securities and Exchange Commission and several states. James is dedicated to providing personalized investment advice to help his clients reach their financial goals. He currently works at the UBS Financial Services Inc. branch office in Baltimore, Maryland.

SPECIALIZATIONS

ADVISOR BIO

James Christopher Brown is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the financial services industry for over 20 years, working with clients to achieve their financial goals. James holds multiple licenses, including Series 7, Series 24, Series 31, and Series 66, along with a Certified Financial Planner designation. James has a strong track record of helping clients invest for retirement, college savings, and other financial goals. He provides customized financial plans and investment management services. James is dedicated to building long-term relationships with clients and helping them achieve their financial aspirations.

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ADVISOR BIO

James Nicholas Ritter is a registered investment advisor representative with MML Investors Services, LLC. James has been in the securities industry since June 20, 2007. James is registered in District of Columbia, Maryland, Nevada, Pennsylvania, and Virginia. James holds Series 6, 7, 63, and 65 securities licenses, and the SIE. James has been employed at MML Investors Services, LLC since May 2007. James's current branch office location is 4800 Hampden Ln, Suite 200, Bethesda, MD 20814.

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ADVISOR BIO

James Matthews is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in HUNT VALLEY, MD. James Matthews has been in the industry for over 12 years and is a registered representative in 27 states. He has experience providing a variety of financial services, including portfolio management, financial planning, pension consulting and educational seminars.

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ADVISOR BIO

James Robert Snyder is a financial advisor who has been active in the industry since 1970. James is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to that, James worked at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. James is registered in 46 states and holds a variety of licenses, including Series 7, Series 9, Series 10, Series 31, Series 63, and SIE. James specializes in providing financial advice to individuals, businesses, investment companies, charitable organizations, insurance companies, and banking or thrift institutions.

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ADVISOR BIO

James Whitlock is an investment advisor representative and a registered representative with Fidelity Personal And Workplace Advisors. James holds Series 7, Series 9 and Series 66 licenses. James has been in the industry since May 30, 2017. Before joining Fidelity Personal And Workplace Advisors, James worked at CETERA ADVISORS LLC in Salisbury, MD. James is licensed in 53 states. The advisor is registered with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

James Wildesen is a financial advisor with Morgan Stanley. James has been in the industry since February 18, 2010. James holds a Series 7, Series 10, Series 24, Series 63, and Series 65 license and is registered with the Financial Industry Regulatory Authority (FINRA) and registered in 53 states. Prior to joining Morgan Stanley, James worked at Goldman Sachs Custody Solutions and FolioFN Investments, Inc.

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ADVISOR BIO

James Michael Winner is a financial advisor with over 30 years of experience in the financial industry. James is registered with Janney Montgomery Scott LLC and is licensed in several states including Maryland, Virginia, Texas, and others. James has previously worked with RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, Prudential Securities Incorporated, Johnston, Lemon & Co. Incorporated, and Legg Mason Wood Walker, Incorporated. James offers financial planning, portfolio management for individuals and businesses, and pension consulting services. James holds the Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65 securities licenses. James is also a Certified Financial Planner.

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ADVISOR BIO

James Patrick McNeill is a financial professional who has been in the industry since October 14, 1999. James is currently registered with Cambridge Investment Research Advisors, Inc., a firm with over 3,000 employees. James has been working with Cambridge since November 2015 and has offices in Rockville, MD and Frederick, MD. James's previous experience includes working for Lincoln Investment Planning in Gaithersburg, MD from October 1999 to November 2015. James has a broad range of experience working with individuals, families, and small businesses and is committed to providing personalized financial guidance. James is dedicated to helping clients achieve their financial goals through a variety of strategies and services.

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ADVISOR BIO

James Hartman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. James is a registered investment advisor with both the state of Maryland and the state of Florida. James has been in the financial industry since 1993 and has a long history of working with clients in the Annapolis area. James's experience in the financial industry is extensive and includes working with a variety of clients, including high-net-worth individuals, corporations, and insurance companies. James is also a registered representative with FINRA and is licensed to sell securities in a number of states. James is a Series 7, Series 63, and Series 65 licensed professional. James's clients appreciate his dedication to providing personalized financial advice that is tailored to their individual needs.

SPECIALIZATIONS