Beau Mercer,Vice President, Elizabeth Stepp, Assistant Vice President, Laurie Kramer,Senior Vice President

"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®, CIMA®
Damascus, Germantown, & Lisbon

Jordan Kraus, CFP®
Gaithersburg, Airpark, Asbury & Montgomery Village

Beau Mercer,CFP®
Olney, Ashton, & Sandy Spring

Brita Jones, ChFC®
Colesville, Layhill, & Laurel

Susan Degen
Burtonsville & Fulton

Brian Oettinger, CFP®, CIMA®
Rockville, Burtonsville, Silver Spring, & Fulton

Sharon Fall, CFP®
Clarksville, Odenton, & Millersville

Todd Feldman,CFP®
Rockville, Bethesda, & Potomac

Chris Miller
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 CFP®?
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 professionals.

 

Sandy Spring Wealth Management

*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.
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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.

 

 

 

 

 

 

 

 

 

 

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