Broker Check

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) 309-3620

(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...

Read more

Shannon Frady

Director of Client Services

(410) 309 -3682

(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.
Read more