Wye Financial Partners

Investment Management - Easton, Maryland, United States

Wye Financial Partners Employees
Lora Davis

Vice President, LPL Financial Advisor

Contact Lora Davis

Tom Saxon

LPL Financial Advisor

Contact Tom Saxon

Talli Oxnam

Senior Vice President and LPL Program Manager

Contact Talli Oxnam

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Wye Financial Partners Details

Wye Financial Partners, a division of Shore United Bank, offers comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals.IMPORTANT DISCLOSURES Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose ValueThis communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Wye Financial Partners logo, Wye Financial Partners contact details
Employees: 5
HQ: (800) 497-5804
Location: Easton, Maryland, United States
Revenue:
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