Baltimore, MD Reservoir Circle Office

Daniel Reilly is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Thornburg Securities Corporation for 21 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from LPL and third-party providers.

Philip Shafer is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he is admitted to the Maryland Bar and engages in legal work related to wills and trusts through his own practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from internal and third-party sources.