Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from Planning Solutions Group. They'll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
Should you have any questions, please call our Fulton office at (301) 543-6000.
Robert H. CarsonSenior Vice President, Financial Advisor
|
Senior Vice President, Financial Advisor
|
Senior Vice President, Financial Advisor
|
Senior Vice President, Financial Advisor
|
Senior Vice President, Financial Advisor
|
Melinda L. BoydVice President, Financial Advisor
|
Director, Retirement Plan Consulting
|
Chris DionotVice President, Financial Advisor
|
Vice President, Financial Advisor
|
Vice President, Financial Advisor
|
Vice President, Financial Advisor
|
Vice President, Financial Advisor
|
Vice President, Financial Advisor
|
Vice President, Financial Advisor
|
Associate Financial Planner
|
Associate Financial Planner
|
Associate Financial Planner
|
Senior Investment Analyst
|
Assistant to Financial Planner
|
Retirement Plan Administrator
|
Client Service Manager
|
Client Service AssociateMalinda began her career in the financial services industry through an internship and has since advanced to the role of Client Service Associate. She is focused on providing outstanding service to current and potential clients, as well as assisting advisors with a variety of tasks. Malinda has a BS in Finance from Towson University. She lives in Towson with her husband Bill and their two children.
|
Client Service Associate
Laura brings more than 15 years of banking industry experience to her role, as well as knowledge of the insurance industry. Her attention to detail and strong communication skills serve her well in assisting advisors with client paperwork, plan reviews and changes to plans. Laura earned an AAS in Accounting from Carroll Community College and resides in Sykesville, MD. She has two children and one grandchild. She enjoys travel, especially trips to Disney World.
|
Branch Office AdministratorMaria plays a critical role in ensuring the day-to-day operations of the office run smoothly. She works closely with the client services team and assists with marketing efforts for the office. Her background includes time in the events and banking industries, as well as time spent caring for her three children. Maria has a BS from the State University of New York Oswego.
|
Administrative AssistantTara’s diversified skill set helps her manage a variety of day-to-day tasks that help support the greater team. She is also the first point of contact for clients who visit the office or inquire via telephone, ensuring that each individual receives a warm welcome and great customer service. In her free time, Tara enjoys playing slowpitch softball. She lives in Woodlawn, MD.
|
ˆAward criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.
1Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
†Advisory Registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group, Planning Solutions Group (PSG) and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
This site has been published for residents of: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY ONLY. By entering, you certify that you are a resident of one of these states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.
© 2021 Wealth Enhancement Group. All rights reserved.