Top Content Curve
Financial Advisors
30 West Patrick Street
7th Floor
Frederick, MD 21701
7th Floor
Frederick, MD 21701
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
toll free: 800-634-0072
fax: 301-663-4798
Group Details
Philip A. Berkheimer
Senior Vice President - Wealth Management
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
Professional Details
- B.A. - Franklin & Marshall College, 1963
- Marine Corps Officer, 1964 - 1968
- Began Career in Securities Industry, 1968
- Franklin & Marshall College Alumni Association
Board Member - Frederick Memorial Hospital Development Council
Chairman Emeritus - Frederick Memorial Hospital Board of Directors
Past Chair - Rotary Club of Frederick
Past President - Instrument Rated Private Pilot
Philip A. Berkheimer is licensed in the following state(s): AL, AZ, CA, CT, DC, DE, FL, GA, IL, KS, MA, MD, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VI, WA, WI, WV
Elizabeth B. Pakenas, CFP®
Senior Vice President - Wealth Management
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
Professional Details
- Certified Financial Planner
- Frederick County Commission for Women
Past President - Rotary Club of Frederick
Board of Directors - Frederick Alliance for Youth
Board of Directors - B.S - Biology
Washington & Lee University
Elizabeth B. Pakenas, CFP® is licensed in the following state(s): AL, AZ, CA, CT, DC, DE, FL, GA, IL, KS, MA, MD, NC, NE, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VI, WA, WI, WV
Derek R. McGee, CIMA®
Financial Advisor
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
Professional Details
- Certified Investment Management AnalystSM
- B.A - Catholic University
- Former Regional Director for Smith Barney's Consulting Group
- Investment Management Consultants Association Member
Derek R. McGee, CIMA® is licensed in the following state(s): AL, AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
Augustus L. Martz
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 301-663-8833
fax: 301-663-4798
Professional Details
- B.S. - Finance
Virginia Tech - Financial Planning Associate Designation
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Accident & Health Insurance Licensed
Erica Ross
Registered Client Service Associate
tel: 301-696-8258
fax: 301-663-4798
Professional Details
- 6 Years at Morgan Stanley Smith Barney*
- Over 8 Years Experience in Finance & Customer Service
- Provide Admin Support to Team & Clients
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.
Bottom Content Curve