Joseph DePatie

Associate Financial Planner at Baltimore-Washington Financial Advisors - Columbia, MD, US

Joseph DePatie's Colleagues at Baltimore-Washington Financial Advisors
Ann Garczynski

Associate Tax Advisor

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Cortney Caronna

Client Service Associate

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Tyler Kluge

Financial Planner

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Yuan Zhang

Tax Associate

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Casmir Ochiaka

Client Services

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Thad Ismart

Senior Financial Planner

Contact Thad Ismart

Sandy Hornor

managing director, wealth management

Contact Sandy Hornor

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Joseph DePatie's Contact Details
Email (Verified)
***@bwfa.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
410-461-3900
Location
Baltimore, Maryland Area
Company
Baltimore-Washington Financial Advisors
Joseph DePatie's Company Details
Baltimore-Washington Financial Advisors logo, Baltimore-Washington Financial Advisors contact details

Baltimore-Washington Financial Advisors

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

BWFA is one of the area's leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results.http://www.bwfa.com/Facebook: www.facebook.com/1bwfaYouTube: https://www.youtube.com/watch?v=oCEo_UtmFvkhttps://www.bwfa.com/social-media-disclaimer/

Investment Management Retirement Planning Estate Planning Tax Consulting Retirement Income Mergers & Acquisitions Financial Planning Mergers & Acquisitions Financial Services Financial Advisory Services
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Frequently Asked Questions about Joseph DePatie
Joseph DePatie currently works for Baltimore-Washington Financial Advisors.
Joseph DePatie's role at Baltimore-Washington Financial Advisors is Associate Financial Planner.
Joseph DePatie's email address is ***@bwfa.com. To view Joseph DePatie's full email address, please signup to ConnectPlex.
Joseph DePatie works in the Financial Services industry.
Joseph DePatie's colleagues at Baltimore-Washington Financial Advisors are Ann Garczynski, Cortney Caronna, Tyler Kluge, Yuan Zhang, Casmir Ochiaka, Thad Ismart, Sandy Hornor and others.
Joseph DePatie's phone number is 410-461-3900
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