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Thomas E. Hill
Managing Director, Wealth Management
Financial Advisor
Wealth Advisory Specialist
Financial Advisor
Wealth Advisory Specialist
tel: (410) 770-6124
toll free: (800) 634-0070
fax: (410) 820-9579
Professional Details
- Bachelor of Arts and English, University of Richmond
- Over 43 Years in Financial Services Industry - Series 4, 7, 12, & 63 Licensed
- Insurance licensed in DE, MD & NC for Life, Health & Variable
- Charter Member of Barron's Top 100 Financial Advisors
- Member YMCA Advisory Board
- Talbot County United Fund — Past President
- Committee Member of Character Counts
Thomas E. Hill
is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY
Bradley V. Hill
Director
Financial Advisor
Wealth Advisory Specialist
Senior Advisor, Citi Family Office
Wealth Advisory Specialist
Financial Advisor
Wealth Advisory Specialist
Senior Advisor, Citi Family Office
Wealth Advisory Specialist
tel: (410) 770-6125
toll free: (800) 634-0070
fax: (410) 820-9579
Professional Details
- Cum Laude Graduate, Accounting - University of Richmond, E. Claiborne Robins School of Business
- Over 13 Years in Financial Services Industry - Series 7, 31, 63 & 65 Licensed
- Insurance Licensed in DE, MD & PA for Life, Health & Variable Insurance
- Named in "Top 40 Under 40" by On Wall Street Magazine
- Focuses on Alternative Investments and Executive Compensation
- Board member of CASA of Talbot County
- Talbot County YMCA - Past President
Bradley V. Hill
is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY
Stephanie L. Saunders
Vice President
Financial Advisor
Senior Investment Management Specialist
Financial Advisor
Senior Investment Management Specialist
tel: (410) 770-6126
toll free: (800) 634-0070
fax: (410) 820-3579
Professional Details
- Bachelor of Science - Finance, University of Maryland at College Park
- Over 13 Years in Financial Services Industry - Series 7 & 66 Licensed
- Insurance licensed in MD for Life & Health Insurance
- Focuses on Trust Services and Philanthropy
- Saints Peter and Paul School
Volunteer - Local Character Counts Program Coach
- Easton Little League
Board Member
Stephanie L. Saunders
is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY
James A. Malena
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Financial Planning Specialist
CERTIFIED FINANCIAL PLANNER
Financial Planning Specialist
tel: (410) 770-6127
toll free: (800) 634-0070
fax: (410) 820-9579
Professional Details
- Bachelor of Arts - Business Management
Washington College - Over 10 Years in Financial Services Industry - series 7 & 66 Licensed
- Focused on Retirement Planning, Liquidity & Risk Management
- American Red Cross Young Professionals - Past Board Member
- Insurance licensed in MD for Life, Health and Variable
James A. Malena
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY
Sharon L. Lister
Registered Client Service Associate
tel: 410-770-6128
fax: 410-820-9579
Professional Details
- Over 28 years client service experience, with more than 16 years in the Financial Services Industry
- Series 7 & 66 licensed
- Focuses on Estate Valuations
- Active member of Easton Church of the Brethren, volunteer Salvation Army
Ashley C. Wilson
Client Service Associate
tel: 410-770-6131
fax: 410-820-9579
Professional Details
- Over four years of client service experience
- Easton High School graduate, currently attending Chesapeake College, majoring in Accounting
- Focuses on Retirement Planning & Small Business Retirement Plans
- Volunteer for March of Dimes
- Active Maryland Notary Public
Diana L. Gourley
Registered Associate
tel: 410-770-6132
fax: 410-820-9579
Professional Details
- Over 17 years in the financial services industry including more than 12 years with Morgan Stanley* - series 7 & 63 licensed
- Focuses on Alternative Investments, Risk, Asset Management & Legacy Planning
- Active Maryland Notary Public
- Active with New Life Wesleyan Church
Professional Details
- Cum Laude Graduate, BA Economics - Roanoke College
- Over 4 Years Experience in the Financial Services Industry
- Series 7 & 66 Licensed
- Level II Candidate in the CFA program
- Focuses on Investment Research and Discretionary Portfolios
- Talbot County Young Professionals
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