ADVISOR BIO

Judith Eileen Zins is a financial advisor with over 35 years of experience in the industry. Judith has been registered with Morgan Stanley since June 2009 and previously held positions at Citigroup Global Markets Inc. and Lehman Brothers Inc. Judith specializes in a wide range of investment services, including financial planning, portfolio management, and asset allocation advice. She is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds a number of professional licenses, including the Series 7, Series 31, and Series 65.

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ADVISOR BIO

Judy McCoy is a registered investment advisor representative with Chevy Chase Trust Co. and ASB Capital Management LLC. Judy has been working in the financial services industry since 2000. Judy McCoy is registered with the following states: Arizona, California, Connecticut, District of Columbia, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Washington, West Virginia, and Wisconsin. Judy holds a Series 2 and a Series 65 license.

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ADVISOR BIO

Jules Andrew Klose is a financial advisor associated with MML Investors Services, LLC. Jules has been in the financial services industry since 2014. Jules holds Series 63 and 65 licenses, as well as Series 7 and SIE. Jules specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jules is also registered with the state of Maryland as an Investment Advisor Representative.

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ADVISOR BIO

Julia Catuara is a financial advisor with Eagle Strategies LLC. Julia has been in the industry since February 1990 and has extensive experience in financial planning, portfolio management, and providing educational seminars. Julia has been registered with the state of Maryland as an investment advisor representative. Previously, Julia worked at Transamerica Financial Advisors, Inc. Julia has a Series 7, Series 63, and SIE license and is a Certified Financial Planner.

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ADVISOR BIO

Julia Zimmermann is a financial advisor with Ameriprise Financial Services, LLC. Julia has been working in the financial industry since 2008. Julia is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Julia is a licensed Investment Advisor Representative (IAR) in the state of Delaware, Maryland, and Virginia. Ameriprise Financial Services, LLC is a registered investment adviser and broker-dealer with the SEC and FINRA. The firm offers a variety of financial services to individuals and businesses, including investment management, financial planning, retirement planning, and insurance. Ameriprise Financial Services, LLC has approximately $479.8 billion in regulatory assets under management.

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ADVISOR BIO

Julia R. Watt is a registered investment advisor representative associated with RBC Capital Markets, LLC. Julia has a Series 7TO, SIE and Series 66. Julia is also registered in Maryland and Virginia to provide investment advisory services in the state. Julia has over 2 years of experience in the financial services industry.

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ADVISOR BIO

Julia Hershman is a financial advisor registered with Cetera Investment Advisers LLC. Julia has been in the financial services industry since 2022. Julia is licensed to offer financial advice in the following states: Maryland, Florida, Georgia, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, California, and West Virginia. Julia also holds the Series 66, 7TO and SIE exams. Julia is passionate about helping clients reach their financial goals.

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ADVISOR BIO

Julian M Flores is a financial advisor with over 30 years of experience in the financial services industry. Julian is currently registered with Morgan Stanley and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stifel, Nicolaus & Company, Incorporated, Friedman, Billings, Ramsey & Co., Inc., Legg Mason Wood Walker, Incorporated, and Bellamah, Neuhauser & Barrett, Inc. Julian holds several licenses and registrations, including Series 7, Series 24, Series 55, and Series 66. Julian's areas of specialization include retirement planning, college savings, investment management, and estate planning.

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ADVISOR BIO

Julianne Daltorio Russell is an investment advisor representative with Morgan Stanley in Baltimore, MD. Julianne has been in the securities industry since December 2010. Julianne has a strong background in financial services, having previously worked at J.P. Morgan Securities LLC, PNC Investments, MarshBerry Capital, Inc., and UBS Financial Services Inc.. Julianne holds a variety of licenses and certifications, including Series 6, 7, 10, 24, 63, and 65. Julianne specializes in providing a variety of financial services to individuals, families, and businesses.

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ADVISOR BIO

Julie Marie Baker is a financial advisor with LPL Financial LLC, specializing in providing financial guidance and investment management services. Julie has extensive experience in the financial services industry, having worked for several firms prior to joining LPL Financial LLC. Julie is licensed to provide financial advice in several states, including Florida, Idaho, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Julie is a Series 6, 7, and 24 licensed advisor. Julie also holds a Series 63 license and has passed the SIE exam. Julie can provide financial planning, portfolio management, and other services to individuals, corporations, and businesses. Julie also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS