FAI Wealth Management
Address: 10211 Wincopin Cir, Columbia, MD 21044 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 715-9200: : Place name: : Website: : : Category: : Website: http://www.faiwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FAI Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review From FAI Wealth Management "FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized,...More "FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized, consultative financial planning and investment services that enable individuals, families, and businesses to navigate complex life transitions. Founded in 1987, FAI currently manages more than $330 million in client assets nationwide. For more information about FAI Wealth Management, please visit the website or call 410.715.9200."
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FAI Wealth Management Employees
FAI Wealth Management July 2015 - Present
FAI Wealth Management September 2009 - June 2015
Federated Investors 2003 - 2008
Northern Capital Management 1997 - 2003
National City Bank 1993 - 1997
Prudential Financial 1988 - 1992
Skills
Asset Managment, Investments, Equity Research, Alternative Investments, Hedge Funds, Equities, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Strategic Financial..., Wealth Management, Asset Allocation, Retirement Planning, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
Cornell University 1984 — 1988
BS, Applied Economics & Business Management
Welsh Financial Group January 2013 - Present
Allview Foundation January 2011 - Present
Welsh est.1989 October 1989 - Present
FAI Wealth Management June 2010 - January 2013
The Investment Center, Inc January 1986 - November 1993
Skills
Event Planning, Investment Management, Investments, Retirement Planning, Strategic Financial..., Strategic Planning, Small Business, Long-term Care, Estate Planning, Wealth Management, Finance, Management, Insurance, Business Development, Marketing, Relationship Management, Coaching, Project Planning, Leadership, Newsletters, Series 7, Financial Planners, Business Planning, Financial Services, Public Relations, Risk Management, Asset Allocation
Education
Lynchburg College 1982 — 1986
BA, Psychology
Bernards High School 1979 — 1982
H.S., General Studies
Merriweather Post Pavilion May 2011 - Present
FAI Wealth Management May 2011 - Present
Growth Stock Outlook, Inc. 1984 - 2011
Skills
Excel, Word, Microsoft Office, Outlook, PowerPoint, Access
Education
University of Maryland College Park 1980 — 1984
BS, Journalism
FAI Wealth Management January 2013 - Present
FAI Wealth Management July 2004 - January 2013
Symphony Financial April 2002 - July 2004
Miller Musmar, CPA April 2000 - April 2002
Skills
Asset Management, Retirement Planning, Investment Management, Investment Strategies, Estate Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Small Business, Wealth, Management, Finance, Public Speaking, Personal Finance, Asset Allocation, Equities, Investment Advisory, Fixed Income, Financial Analysis
Education
Leadership Howard County 2013 — 2014
Leadership Premier
George Mason University School of Law 1989 — 1993
Juris Doctor, Law
University of Richmond 1984 — 1988
B.A., Psychology
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC October 1998 - Present
Strategic Wealth Management Group LLC October 1998 - October 2007
Devitt Financial Services January 1997 - October 1999
United States Air Force Personal Financial Management Program September 1990 - December 1995
United States Air Force April 1970 - July 1990
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Managerial Finance, Finance, Financial Advisory, Financial Planners, Budgets, Leadership, Corporate Tax, Financial Services, Cash Flow, Insurance
Education
State University of New York 1984 — 1985
Bachelor's degree, Human Resources Management and Services
Angelo State University 1980 — 1984
None, Management Information Systems, General
University of Maryland University College 1974 — 1984
None, General Studies
Wayne State College 1968 — 1969
None, Biology, General
FAI Wealth Management March 2014 - Present
FAI Wealth Management November 2008 - March 2014
Putnam Investments April 1994 - April 2001
Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis
Education
Leadership Howard County 2014 — 2015
Leadership Premier
The American College 2011 — 2012
Chartered Advisor for Senior Living (CASL®)
College for Financial Planning 2009 — 2010
CFP® Certification Professional Education Program
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science
FAI Wealth Management February 2015 - Present
Baltimore-Washington Financial Advisors, Inc July 2004 - January 2015
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Management, Income Tax, Public Speaking, Financial Planning
Education
Leadership Howard County
Loyola University Maryland
MBA, Finance
James Madison University
BBA, Accounting & Finance
Mt. Hebron High School
FAI Wealth Management January 1987 - Present
T. Rowe Price 1978 - 1987
Skills
Asset Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Portfolio Management, Equities, Financial Planning, Estate Planning, Retirement, Retirement Planning, Finance, Financial Advisory
Education
Assumption College
BS, Economics
Fordham University School of Law
JD, Law
FAI Wealth Management June 2014 - Present
Sinclair Broadcast Group February 2013 - May 2014
TEKsystems March 2012 - February 2013
University of Baltimore Entrepreneurial Opportunity Center May 2009 - December 2009
Atlas Tile and Terrazzo August 2002 - October 2009
Skills
Microsoft Excel, Investments, FactSet, Equity Research, Financial Modeling, Business Valuation, Asset Allocation, Risk Management, Corporate Finance, Due Diligence, Microsoft Office, Business Analysis, Process Improvement, PeopleSoft
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Science - Finance, MS Finance
University of Baltimore 2007 — 2011
Bachelor of Science, Business Administration- Specialization in Finance, Finance
FAI Wealth Management April 2014 - Present
Independent May 2011 - March 2014
Walker & Dunlop July 2012 - August 2013
Walker & Dunlop January 2011 - June 2012
Northwestern Mutual September 2009 - September 2010
Education
Rutgers University-New Brunswick
Bachelor's Degree, Electrical and Computer Engineering
Rutgers University-New Brunswick
Bachelor's Degree, Music
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC February 1997 - Present
Strategic Wealth Management Group LLC September 1998 - September 2007
Devitt Financial Services February 1996 - September 1998
Skills
Estate Planning, Federal and State..., Life Insurance Planning, Investment Advisory..., Cash Flow Planning, Debt Management, College Education..., Life Insurance, Tax, Cash Flow Forecasting, Strategic Financial..., Fixed Annuities, Wealth Management, Financial Planners, Investments, Financial Planning, Tax Preparation
Education
College for Financial Planning 1999 — 1999
Certified Financial Planner (CFP(R)) Certificant, Financial Planning and Services
The American College 1997 — 1998
Chartered Financial Consultant (ChFC(R)), Financial Planning and Services
University of Maryland University College 1974 — 1982
None, Psychology and Counseling
State University of New York at Albany 1980 — 1980
Bachelor of Arts (BA), Counseling and Human Relations
Battle Creek High School NE 1964 — 1968
High School