Page 62 - Forbes - USA (December 2019)
P. 62
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JEFFREY SWETT TODD KOBELSKI DEBRA BREDE SUSAN KAPLAN
UBS Financial Services Merrill Lynch Wealth Management D.K. Brede Investment Management Company Kaplan Financial Services
(617)-439-8004 | Boston, MA (617)-498-3626 | Cambridge, MA (781)-444-9367 | Needham, MA (617)-527-1557 | Newton, MA
jeffrey.swett@ubs.com todd.m.kobelski@ml.com brede@bredeinvestment.com susan.kaplan@lpl.com
JONATHAN WOLFF DAVID BORDEN CHUCK BEAN NICK CANTRELL
Lightship Wealth Strategies CCR Wealth Management Heritage Financial Services Thomson Financial Management
(617)-581-6100 | Newton Lower Falls, MA (508)-475-3880 | Westborough, MA (781)-255-0214 | Westwood, MA (978)-333-2144 | Worcester, MA
jon@lightshipwealth.com dborden@ccrwealth.com cbean@heritagefinancial.net nick@thomsonfinancialmgt.com
RICH CARR PATRICIA BAUM CHARLES MARKS JOSH SCHNEIDER
Carr Financial Group RBC Wealth Management Wells Fargo Advisors Morgan Stanley Wealth Management
(508)-795-0264 | Worcester, MA (410)-573-6717 | Annapolis, MD (410)-230-6555 | Baltimore, MD (301)-961-1856 | Bethesda, MD
rich@carrfinancial.net patricia.baum@rbc.com charles.marks@wellsfargoadvisors.com josh.schneider@morganstanley.com
ROBERT J. COLLINS GARY WILLIAMS LARRY D. BOGGS BRAD HILL
Collins Investment Group Williams Asset Management Wells Fargo Advisors Morgan Stanley Wealth Management
(301)-915-9630 | Bethesda, MD (410)-740-0220 | Columbia, MD (301)-724-2660 | Cumberland, MD (410)-770-6125 | Easton, MD
robert.collins@collinsinvestmentgroup.com gary@williamsasset.com larry.d.boggs@wfadvisors.com bradley.v.hill@ms.com
TOM HILL JIM HOLZAPFEL RICHIE HOLZAPFEL SARAH KAPLAN
Morgan Stanley Wealth Management Wells Fargo Advisors Wells Fargo Advisors Kaplan Financial Group
(410)-770-6124 | Easton, MD (240)-513-2766 | Hagerstown, MD (240)-513-2766 | Hagerstown, MD (301)-564-0088 | Rockville, MD
thomas.e.hill@morganstanley.com james.holzapfel@wfadvisors.com kenneth.r.holzapfel@wfadvisors.com sarah@kaplanfinancialgroup.com
