Jonathan Webb

Planning Analyst at Maller Wealth Advisors - Cockeysville, MD, US

Jonathan Webb's Colleagues at Maller Wealth Advisors
John Layug

Director, Planning and Client Services

Contact John Layug

Mary Goles

Director Of Operations

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Devon Gluck

Director, Planning and Client Services

Contact Devon Gluck

John Layug

Director, Planning and Client Services

Contact John Layug

Mary FPQP

Director Of Operations

Contact Mary FPQP

Matthew Aversa

Director, Planning and Client Services

Contact Matthew Aversa

Timothy Prenger

Associate Client Relationship Manager

Contact Timothy Prenger

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Jonathan Webb's Contact Details
HQ
410-771-5660
Location
Hagerstown, Maryland, United States
Company
Maller Wealth Advisors
Jonathan Webb's Company Details
Maller Wealth Advisors logo, Maller Wealth Advisors contact details

Maller Wealth Advisors

Cockeysville, MD, US • 20 - 49 Employees
Financial Services

Maller Wealth Advisors – headquartered in Hunt Valley, Maryland – is a preeminent investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, we help individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. With almost 30 years of serving clients, MWA has provided financial advice during good times and bad. Regardless of market conditions, we employ a time-tested approach to identify appropriate opportunities while helping our clients avoid pitfalls. We also work closely with our clients' other advisors to ensure that our proposed solutions complement any of our clients' existing business, estate tax, or investment strategies.Founded by Peter Maller, MWA was built on a single premise: that our clients deserve exceptional service. This is the yardstick against which we measure everything we do. Because loyal and delighted clients are the root of our firm's success, we place tremendous value in developing and maintaining long-term relationships with each and every one of our clients.Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors. CRN-2641972-071519

Comprehensive Financial Planning Investment Strategies Asset Management Programs Wealth Accumulation and Preservation Succession Planning Estate/Tax Planning Strategies Risk Management/Insurance Services Group Benefit Services Financial Services Financial Advisory Services
Details about Maller Wealth Advisors
Frequently Asked Questions about Jonathan Webb
Jonathan Webb currently works for Maller Wealth Advisors.
Jonathan Webb's role at Maller Wealth Advisors is Planning Analyst.
Jonathan Webb's email address is ***@mallerwealthadvisors.com. To view Jonathan Webb's full email address, please signup to ConnectPlex.
Jonathan Webb works in the Financial Services industry.
Jonathan Webb's colleagues at Maller Wealth Advisors are John Layug, Mary Goles, Devon Gluck, John Layug, Mary FPQP, Matthew Aversa, Timothy Prenger and others.
Jonathan Webb's phone number is 410-771-5660
See more information about Jonathan Webb