Gregory Blake Joins WMS Partners, Towson Wealth Management Firm, as Senior Client Advisor
Advises Affluent Families on Investment Strategy and Planning
(firmenpresse) - TOWSON, MD -- (Marketwired) -- 12/02/14 -- Gregory Blake has joined WMS Partners, a firm in Towson, Md., as a senior client advisor and director of client development. He was a director at Convergent Wealth Advisors in Washington, D.C.
A Baltimore resident, Blake advises affluent families on investment planning and strategy issues, including trusts, estates, foundations and endowments. He also collaborates closely with clients' tax and legal advisors on a wide range of matters, including estate planning, philanthropy, concentrated stock positions and the sale of privately held businesses.
"Greg has a superb track record as a trusted financial advisor helping affluent people with their sophisticated planning needs," said WMS Partners CEO Timothy Chase. "He brings an impressive set of technical and people skills."
He earned his Master of Business Administration (MBA) from Santa Clara University and is a graduate of the United States Naval Academy, where he earned a Bachelor of Science in economics. Blake served in the U.S. Marine Corps for five years and attained the rank of captain.
Blake is president of the South Baltimore Neighborhood Association. He serves on the board of directors for Young Audiences of Maryland, a Baltimore nonprofit devoted to enriching the lives and education of Maryland's youth through educational and culturally diverse arts programs.
A fee-only, independent , WMS Partners () was founded in 1993 on the principles of providing its clients with the same level of service that a Chief Financial Officer would dedicate to a successful corporation. It works proactively with other service providers, including accountants, attorneys, consultants, insurance professionals and philanthropic advisors. WMS Partners manages more than $2.7 billion of client assets.
For the second year in a row, WMS Partners has been named to Barron's list of the "Top 100 Independent Financial Advisors." WMS Partners was the only advisory firm named from the Baltimore area and one of three located in the entire state of Maryland.
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Contact:
Timothy Chase
WMS Partners
410-337-7575
Juli Blum
WMS Partners
410-337-7575 (ext. 170)
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Datum: 02.12.2014 - 16:46 Uhr
Sprache: Deutsch
News-ID 356699
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TOWSON, MD
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Commercial & Investment Banking
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