Annapolis, MD Old Solomons Island Rd Office

Jeffrey Wadsworth is a CFP® professional with 34 years of experience in financial advising. He is affiliated with AE Wealth Management, LLC and has held positions at Madison Avenue Securities, LLC, as well as leading his own firm, Wadsworth Financial Consulting, LLC, since 2006. Outside of his advisory roles, he serves as chairman of the board for a Christian charity, EPIC International (dba Reach The Rest). AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by discretionary investment strategies and an extensive platform servicing over 127,000 clients.

Mark Donaldson is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wadsworth Wealth Advisor and Madison Avenue Securities. Donaldson is also involved in insurance sales through Wadsworth Financial Consulting, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.