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Spencer R

Series 66

Baltimore, MD

Snowden Capital Advisors LLC

Spencer Reece is a financial advisor at Snowden Capital Advisors LLC in Baltimore, MD, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill and Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing a range of investment tools and third-party managers while maintaining overall client oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David W

Series 63, Series 65

Baltimore, MD

Snowden Capital Advisors LLC

David Woolford is a financial advisor with Snowden Capital Advisors LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Snowden Lane Partners since 2016. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm utilizes customized model portfolios and third-party manager selection, supporting a diverse range of investment tools and institutional capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul W

Series 63, Series 65

Baltimore, MD

Snowden Capital Advisors LLC

Paul Watson is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he is the owner of HWA Inc., a business that facilitates introductions to voluntary benefits companies. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to unaffiliated sub-advisers and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Erin S

Series 66

Baltimore, MD

Snowden Capital Advisors LLC

Erin Stoecker is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and endowments. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and a range of investment tools across multiple asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Philip L

Series 63, Series 65

Baltimore, MD

Snowden Capital Advisors LLC

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Snowden Lane Partners since 2014 and is also involved with Simply Soccer Plus, a venture he has been associated with for over 30 years. Additionally, he owns HWA Inc., a business focused on making introductions to a voluntary benefits company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, utilizing multi-team resources and institutional capabilities to manage a diverse array of assets and client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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