JD is a registered representative and comes to MWA having served as a financial planner with Heritage Financial Consultants and Legg Mason, concentrating the core of his practice on business owners and affluent individuals. Earlier in his career, he served as a senior portfolio analyst with Alex Brown, where he managed the investment process and had manager oversight for over $1.5 billion in assets. In his role as a Director of Planning and Client Services, JD works closely with the team to ensure that he provides the design, implementation, and service for comprehensive financial planning and investment strategies for each client. Through participation in meetings and briefings with the team, JD is fully apprised of client objectives and has the responsibility of ensuring those objectives are met.
Education and Certifications
Bachelor’s in International Relations with a minor in Economics from Lynchburg College
Series 7, 63, and 65 registered
Life and Health Insurance licensed
Baltimore Estate Planning Council