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Benjamin G. Proctor III
Benjamin G. Proctor III, CFP®
First Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
2330 West Joppa Road
Suite 255
Lutherville, MD 21093
tel: 410-494-8097
toll free: 800-662-2576
fax: 410-494-1869
Email Me
Welcome Education Services Honors Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • B.A. - Economics, 1992
    University of Maryland
    College Park, MD
  • CERTIFIED FINANCIAL PLANNER™ Certification
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Services
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Professional Portfolio Management
  • 401k Rollovers
  • Fixed Income
  • Alternative Investments
  • Long Term Care Insurance
  • Lending Services
  • Futures
  • Qualified Plans
  • Municipal Bonds
  • Philanthropic Services
  • Trust Services and Accounting
  • Qualified Retirement Plans
  • Education Planning
  • Women and Company®
Honors and Recognitions
  • Blue Chip Council
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Investment Management Specialist/
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Lutherville, MD
  • 1994 - 2000: Bank One
    Regional Director
    Baltimore, MD
Bulletin Board
  • You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Benjamin G. Proctor III is licensed in the following state(s): AZ, CA, CT, DC, DE, FL, GA, IL, IN, MD, NC, NJ, NY, PA, SD, TN, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

100 Point Commentary (pdf)

Monday Morning Musings (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
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