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Financial Advisors
410 Severn Avenue
Suite 211, Building B
Annapolis, MD 21403
Suite 211, Building B
Annapolis, MD 21403
tel: 410-295-5852
toll free: 888-645-5344
fax: 410-295-5878
toll free: 888-645-5344
fax: 410-295-5878
Group Details
James R. Snyder, CFP®
Director - Wealth Management
Wealth Advisory Specialist
Portfolio Management Director
Wealth Advisory Specialist
Portfolio Management Director
tel: 410-295-5852
toll free: 888-645-5344
fax: 410-295-5878
Professional Details
- Smith Barney: 2006 - Present
- Legg Mason: 1970 - 2006
- CERTIFIED FINANCIAL PLANNER™ Certification
- Named one of the Top 100 Financial Advisors in the United States by Barrons
- Member of Smith Barney's Director's Council which includes Top 5% of Firm's Financial Advisors
- Bachelors of Science with High Honors - Electrical Engineering
University of Maryland - Resident of Annapolis, Maryland with wife, Susie
James R. Snyder, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Thomas C. Ervin, CFP®
First Vice President - Wealth Management
CHARTERED RETIREMENT PLANS SPECIALISTSM
CHARTERED RETIREMENT PLANS SPECIALISTSM
tel: 410-295-5852
toll free: 888-645-5344
fax: 410-295-5878
Professional Details
- Morgan Stanley Smith Barney*: 2006 - Present
- Legg Mason: 1992 - 2006
- CERTIFIED FINANCIAL PLANNER™ Certification
- Retirement Plan Advisor Designation
- Degree in Finance
University of Delaware - Lifelong resident of Annapolis, Maryland with wife, Michelle, and four sons
Thomas C. Ervin, CFP® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Daniel R. Snyder, CFP®, CIMA®
First Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 410-295-5852
toll free: 888-645-5344
fax: 410-295-5878
Professional Details
- Smith Barney: 2006 - Present
- Legg Mason: 1993 - 2006
- CERTIFIED FINANCIAL PLANNER™ Certification
- Financial Planning Specialist Designation
- Graduate Bucknell University - Majors in Economics & Political Science
- Resident of Annapolis, Maryland with wife, Tracey; daughters, Audrey & Sydney and chocolate lab, Bailey
Daniel R. Snyder, CFP®, CIMA® is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Jonathan W. Steele
Financial Advisor
tel: 410-295-5852
toll free: 888-645-5344
fax: 410-295-5878
Professional Details
- Financial Planning Associate Designation
- BS - Computer Engineering
Lehigh University - MBA
University of Maryland
Jonathan W. Steele is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Tracey Foss Snyder
Financial Advisor
tel: 410-295-5852
toll free: 888-645-5344
Professional Details
- Morgan Stanley Smith Barney*: 2006 - Present
- Legg Mason: 1997 - 2006
- Bachelor of Science - Marketing
Arizona State University
Tracey Foss Snyder is licensed in the following state(s): AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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