Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pam Willison is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mt Airy, MD make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Pam Willison - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Misterek is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mount Airy, MD make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Brian Misterek - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terry Glendenning is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mt Airy, MD make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Terry Glendenning - Thrivent

Founded in 1870, WesBanco, Inc. is a multi-state, bank holding company headquartered in Wheeling, West Virginia. We are a diversified and well-balanced financial services company, with a community bank at its core, built upon a strong legacy of credit and risk management. We have meaningful market share across our key geographies, maintained by exceptional customer service and solid and growing... Read More about WesBanco Bank

David understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, David can help analyze your investments... Read More about David M. Plasse - Wilmington Advisors @ M&T