Bel Air, MD Office

Team
Updated today

Client AUM

$3,696,225,167

Clients

9,590

Advisors

4

Of 117 advisors across 69 offices

Location

104 Victory Lane

Bel Air MD 21014

Advisors at this office

4

Advisors at this office

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John D

CFP®, Series 66

Bel Air, MD

Founders Financial Securities LLC

John Donohue III is a CFP® professional with 20 years of experience in financial advising, currently serving at Founders Financial Securities LLC since 2006. He holds the Series 66 designation and is based in Bel Air, MD. In addition to his advisory role, he acts as treasurer for DHT Financial Group and serves as a trustee for irrevocable trusts. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods including model portfolios and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Brooks S

Series 66

Bel Air, MD

Founders Financial Securities LLC

Brooks Shertzer is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and nine years of industry experience. He has been with Founders Financial Securities since 2015. Outside of his advisory role, Shertzer serves as treasurer for the Penman Aaron Committee, the Harford County Sheriff's Foundation, and Harford Family House, a nonprofit providing housing and support to families experiencing homelessness. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisory representatives managing around $4.1 billion in assets. The firm supports a variety of advisory platforms and emphasizes both discretionary and non-discretionary management, niche services like 1031 exchange consulting, and a subscription-based retirement guidance service.

Business exit / sale strategy Founder/Business Owner Retired
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Michael T

ChFC®, Series 63, Series 65

Bel Air, MD

Founders Financial Securities LLC

Michael Thomson Sr. is a ChFC® credentialed advisor with Founders Financial Securities LLC in Bel Air, MD, bringing 31 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, he is involved in managing employee benefits through HT Financial and serves as treasurer for a local political campaign. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple delivery platforms and third-party sub-advisors to provide customized investment solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Gregory H

Series 63, Series 65

Bel Air, MD

Founders Financial Securities LLC

Gregory Hart is a financial advisor at Founders Financial Securities LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Founders Financial Securities since 2006, following a 23-year tenure at Janbar, L.L.C. Hart is also involved with DHT Financial Group, an investment advisory business. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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