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Timothy M
Series 65
Frederick, MD
Monocacy Wealth Management, LLC
Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and is also a partner in an accounting and consulting firm, Faragalla and Associates. Additionally, Miller is involved in a technology and software company, Entegrated, LLC, where he assists with CRM-based projects. Monocacy Wealth Management primarily serves individual and high-net-worth clients, providing portfolio management and financial planning services that include a range of investment strategies and retirement plan consulting. The firm combines advisory services with affiliated insurance and accounting businesses, allowing integrated tax, insurance, and real estate analysis.
Carter S
CFP®, Series 65
Frederick, MD
Monocacy Wealth Management, LLC
Carter Shaffer is a CFP® professional affiliated with Monocacy Wealth Management, LLC in Frederick, MD, with five years of industry experience. Prior to joining Monocacy Wealth Management, he worked at Faragalla and Associates and Wells Fargo Advisors. In addition to his advisory role, he is a licensed real estate agent involved with Metropol Realty Inc. and co-owns an insurance agency, Monocacy Insurance Group LLC. Monocacy Wealth Management serves individual and high-net-worth clients, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs diverse analytical methods and asset allocation strategies, and its affiliated structure integrates advisory services with insurance and real estate offerings under separate agreements.
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