Baltimore, MD Point Street Office

Team
Updated today

Client AUM

$5,897,904,801

Clients

13,517

Advisors

27

Of 501 advisors across 60 offices

Location

1307 Point Street

Baltimore MD 21231

Advisors at this office

27

Advisors at this office

user avatar

Mike F

Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Mike Fafaul Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role at T. Rowe Price, he worked at Morgan Stanley and also has experience at Johns Hopkins Carey Business School. Outside of finance, he has involvement with professional and collegiate sports organizations. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines technology-driven planning tools with access to financial advisors and employs tax-aware strategies and Monte Carlo simulations for retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Joseph W

CFP®, Series 66, Series 63

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Joseph Walsh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with tax-aware rebalancing and Monte Carlo–based financial planning tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Daniel M

Series 63, Series 65, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Daniel Middelton is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households primarily through a digital platform with financial advisor support, employing model allocations and tax-aware portfolio management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Peter D

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Peter Delibro Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with T. Rowe Price Investment Services in various capacities since 2008. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households, utilizing proprietary mutual funds and ETFs. The firm provides goal-based planning supported by technology and employs tax-aware portfolio management within a structured retirement advisory program.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Dorothy S

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Dorothy Sawyer is a financial advisor at T. Rowe Price Advisory Services, Inc. with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations to support planning and account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Omar G

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Omar Gerrero is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online planning tools and regular financial plan reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Joseph K

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Joseph Killion is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Baltimore, MD. Killion has worked at T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program serves individual investors and households, using proprietary mutual funds and ETFs with tax-aware rebalancing and Monte Carlo simulation-based planning tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Alexander V

Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Alexander Vahsen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has been with T. Rowe Price since 2014 and holds the Series 66 designation. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employs tax-aware strategies, and provides financial plans with Monte Carlo simulations through an online platform.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Brian M

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Brian Malone is a financial advisor at T. Rowe Price Advisory Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Private Bank, JPMorgan Chase Bank, Edward Jones, and Ridgeworth Capital Management. Malone is based in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware rebalancing, and Monte Carlo simulation tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Brooke N

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Brooke Navin is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2016. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm utilizes model portfolios, tax-aware rebalancing, and Monte Carlo simulations to deliver point-in-time financial plans and ongoing reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Christopher A

Series 63, Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Christopher Agnes Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at T. Rowe Price since 2019 and was previously employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he serves as a consultant for Higher Learning Academy, assisting with letter writing, applications, and record maintenance. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and delivers services through a blend of advisor access and online tools.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Brandon K

CFA®

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Brandon Kriebel is a CFA® charterholder with five years of industry experience and has been with T. Rowe Price Associates, Inc. since 2007. He is based in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management focused on retirement goals. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to deliver point-in-time financial plans and ongoing reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Luke L

Series 66, Series 63

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Luke Land is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs tax-aware strategies and delivers financial plans and reviews through an interactive online platform.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Melissa P

Series 66

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Melissa Placek is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. She holds a Series 66 credential and has worked previously at Samuel, Son & Co, East Coast Poured Floors, Transportation Impact, and the Baltimore Orioles. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service is designed for individual investors and households with a focus on retirement goals and includes online planning tools and annual reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Jason R

Series 66, Series 63

Baltimore, MD

T. Rowe Price Advisory Services, Inc.

Jason Ruch is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining T. Rowe Price, he worked for OrthoMaryland for ten years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support financial planning and account management.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")