Meet the Team
With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Anne London, CFP®, RICP®, CPFA®
Retirement Planning Specialist
(410) 312-3157
Anne London, CFP® offers her own perspective to financial planning. As a financial professional, she strives to assist her clients in developing strategies to accomplish their personal and business financial goals. Her years of...
Shannon Frady
Director of Client Services
(410) 312-3157
Shannon Frady is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support services only.
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