Advisors at this firm
Gavin C
Series 65
Cape Coral, FL
Monocacy Wealth Management, LLC
Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC, holding a Series 65 designation. He has no prior industry experience as a financial advisor but has worked in real estate and consulting roles, including as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Outside of advisory activities, he is involved in real estate consulting and custom home sales. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies and integrates tax, insurance, and real estate services through its affiliated companies.
Timothy M
Series 65
Frederick, MD
Monocacy Wealth Management, LLC
Timothy Miller is a financial advisor at Monocacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Monocacy Wealth Management since 2021. Outside of his advisory role, he is a partner at Faragalla and Associates, an accounting and consulting firm, and is involved as co-owner and insurance agent with Monocacy Insurance Group. He also has interests in technology and real estate ventures. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies across multiple asset classes and integrates tax, insurance, and real estate considerations through affiliated businesses.
Carter S
CFP®, Series 65
Frederick, MD
Monocacy Wealth Management, LLC
Carter Shaffer is a CFP® professional with five years of experience currently serving at Monocacy Wealth Management, LLC. He previously worked at Faragalla and Associates, XML Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a licensed real estate agent with Metropol Realty Inc. and co-owner of Monocacy Insurance Group, where he assists clients with insurance products. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies across ETFs, equities, and fixed income, integrating tax, insurance, and real estate perspectives through its operational affiliations.