Baltimore-Washington Financial Advisors
Joseph Manfredi, the Chief Operating Officer at Baltimore-Washington Financial Advisors, has a rich background in the financial industry. With previous roles at companies such as Wells Fargo Advisors, UBS Wealth Management, Prudential Securities, and Merrill Lynch, Joseph brings a wealth of experience to their current position. Joseph holds an MBA in Finance from Fordham Gabelli School of Business and a BS in Finance/Economics from Fordham University. Joseph's expertise lies in fee-only, fiduciary money management, financial planning, tax services, and business planning services.
Baltimore-Washington Financial Advisors
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BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, they serve clients throughout the United States.