"Sandy Spring Wealth
Management has a knowledgeable team of advisors to help you with
your financial plan through all phases of your life. We look
forward to the opportunity to serve you."
- Laurie Kramer
Clockwise from left:
Beau Mercer,CFP®, Vice President
Elizabeth Stepp, Assistant Vice President
Laurie Kramer,CFP®, Senior Vice President
Jason Cohen, CFP®,
Damascus, Germantown, & Lisbon
Gaithersburg, Airpark, Asbury & Montgomery Village
Olney, Ashton, & Sandy Spring
Brita Jones, ChFC®
Colesville, Layhill, & Laurel
Burtonsville & Fulton
Brian Oettinger, CFP®,
Rockville, Burtonsville, Silver Spring, & Fulton
Sharon Fall, CFP®
Clarksville, Odenton, & Millersville
Rockville, Bethesda, & Potomac
Frederick & Mt. Airy
Though any of our advisors are
happy to meet with you throughout our region, their primary areas
of service are listed.
What is a
Individuals certified by the Certified Financial Planner Board of
Standards Inc. (CFP Board) have taken the extra step to demonstrate
their professionalism by voluntarily submitting to the rigorous
CFP® certification process that includes demanding education,
examination, experience and ethical requirements.
What is a CIMA®?
CIMA® is a registered certification mark and Certified
Investment Management Consultant™ is a service mark of the
Investment Management Consultants Association, Inc. and denotes the
highest quality of standard and education for financial
*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*
|Securities, advisory services, and insurance
products are offered through LPL Financial, a Registered Investment
Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth
Management are not registered broker/dealers and not affiliated
with LPL Financial.
|This site is designed for U.S. Residents only.
The services offered within this site are available exclusively
through our U.S. Investment Representatives. LPL Financial's U.S.
Investment Representatives may only conduct business with residents
of the states for which they are properly registered. Please note
that not all of the investments and services mentioned are
available in every state.