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Elizabeth B. Pakenas, CFP
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (301) 696-8248
toll free: (800) 634-0072
fax: (240) 206-3233
Professional Details
- Certified Financial Planner
- Morgan Stanley FA Advisory Council
2010-2012 - Rotary Club of Frederick
President - Frederick County Commission for Women
Past President - Heartly House
Past Board Member - B.S. - Biology
Washington & Lee University
Elizabeth B. Pakenas, CFP
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MO, NC, NE, NJ, NM, NV, NY, OH, PA, PR, SC, TN, TX, UT, VA, WA, WI, WV
Philip A. Berkheimer
Senior Vice President
Financial Advisor
Financial Advisor
tel: (301) 696-8250
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 - Hood College Board of Trustees
Vice Chair - Instrument Rated Private Pilot
Philip A. Berkheimer
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MO, NC, NE, NJ, NM, NV, NY, OH, PA, PR, SC, TN, TX, UT, VA, WA, WI, WV
Derek R. McGee, CIMA
Second Vice President
Financial Advisor
Financial Advisor
tel: (301) 696-8243
toll free: (800) 634-0072
fax: (240) 439-8402
Professional Details
- Certified Investment Management Analyst
- Investment Management Specialist
- Financial Planning Specialist
- B.A - Financial Management
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, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV
C. David Petrucci, CFP
Vice President
Financial Advisor
Financial Advisor
tel: (301) 696-8242
toll free: (800) 634-0072
fax: (301) 663-4798
Professional Details
- Certified Financial Planner
- Began Career in Securities Industry, 1993
- Producer/Owner-Operator
Petrucci's Dinner Theatre
1978-1992 - Rotary Club of Carroll Creek
Paul Harris Fellow - McDaniel College
Founders Society - B.S. - Mathematics
McDaniel College
C. David Petrucci, CFP
is licensed in the following state(s):
AK, CA, CO, CT, DC, DE, FL, GA, ID, MA, MD, NC, NJ, OH, PA, SC, TN, TX, VA, WA, WV
Sidney A. Huguenin IV, CFP
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: (301) 696-8255
toll free: (800) 634-0072
fax: (240) 439-8418
Professional Details
- Certified Financial Planner
- B.A.- Economics
Minor-Entreprenuership
& Management
Johns Hopkins University - College for Financial Planning
- The Exchange Club of Antietam
- St. James School Alumni Council
Treasurer
Sidney A. Huguenin IV, CFP
is licensed in the following state(s):
AL, AR, AZ, CA, CO, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WA, WV
Erica R Nolan
Senior Registered Associate
tel: (301) 696-8258
fax: (240) 855-0435
Professional Details
- 10 Years at Morgan Stanley*
- Over 12 Years Experience in Finance & Customer Service
- Provide Admin Support to Team & Clients
Stuart Kier
Registered Client Service Associate
tel: (301) 631-7103
fax: (240) 215-4604
Professional Details
- B.A. - University of Virginia
- Over 10 Years of Customer Service Experience in the Financial Industry
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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 .
Awards Disclosures