RSWILL.COM - Key Persons
Job Titles:
- Financial Advisor
- CERTIFIED FINANCIAL PLANNER
Frank joined The Will Group in 2020 after spending six years at Merrill Lynch in Bethesda, MD. Frank is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of East Carolina University with a B.S. degree in Finance. Frank resides in New Market, MD with his wife, Olivia, and their three children, Frankie, Josephine and Vivian.
Job Titles:
- Financial Advisor
- RS Will Wealth Management in 2021 As a Financial Advisor
Ian joined RS Will Wealth Management in 2021 as a Financial Advisor after spending 3 years at Merrill Lynch in North Bethesda, MD. He is a graduate of Hood College's Delaplaine School of Business where he earned a B.A. in Finance. Ian currently resides in Ijamsville, MD with his wife, Libby, and their two children, Collins and Brooks.
Job Titles:
- Portfolio Manager - Investments
Job Titles:
- Financial Advisor
- CERTIFIED FINANCIAL PLANNER
Alexandra is a Partner with The Will Group. Alex is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Retirement Planning Counselor SM (CRPC®) Designation. A graduate of Salisbury University's Franklin P. Perdue School of Business, Alex earned both a Bachelor of Science degree in Information Systems and Management, as well as a master's degree in Business Administration with a focus in Finance.
Job Titles:
- Financial Advisor
- Chairman of the Will Group Foundation
After graduating from the Florida State University School of Business, Mark began his career as an analyst with a real estate company in Tallahassee, Florida. He then spent 7 years with Thomas Pierce & Company helping business owners plan for and implement succession plans for their family owned and operated businesses. Mark worked closely with a team of CPAs, estate planning attorneys, appraisers and other family advisors to pursue retirement goals and preserve intergenerational wealth for business owners and their families. In 2000 he moved from Florida to join The Will Group at Legg Mason and is now with RS Will Wealth Management.
Since 1993 Mark has been assisting families and business owners with wealth planning needs and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mark has served as Chairman for The Will Group Foundation and also serves on the Board of Trustees for The Community Foundation of Frederick County, Maryland as Chairman of the Investment Committee. Mark has also served as Trustee for the Boys & Girls Club of Frederick and Calvary United Methodist Church.
Job Titles:
- Director - Client Service
Melinda attended Salisbury University where she graduated with a B.S. in Finance from the Perdue School of Business and she joined The Will Group in May 2005. Melinda resides in Jefferson, MD with her husband, Jason, and their son.
Job Titles:
- Investment Associate
- RS Will Wealth Management in 2022 As an Investment Associate
Nick joined RS Will Wealth Management in 2022 as an Investment Associate after spending 2.5 years as a Contracting Officer within the Intelligence Community in Northern Virginia. He is a graduate of the University of South Carolina Darla Moore School of Business where he earned B.A. degrees in Finance, Economics, and Risk Management & Insurance. Nick currently resides in Frederick, MD with his wife, Annie.
After graduating from the University of Stirling, Scotland with a B.A. in Economics, Paul spent several years working in London, then moved to Washington, D.C. to complete his master's degree at The American University. Paul was self-employed as a business consultant for several years, then spent nine years with Andersen Consulting (now Accenture) in the D.C. Metro area assisting Fortune 100 Corporate clients.
In 2004 Paul left Accenture to join Richard Will, Bill Coffey and Mark Mayer with The Will Group at Legg Mason, and is now with RS Will Wealth Management.
Paul currently holds the designations of:
Chartered Retirement Plans Specialist SM, awarded by the College for Financial Planning
Accredited Asset Management Specialist SM, awarded by the College for Financial Planning
Certified in Long Term Care, awarded by The Corporation for Long-Term Care Certification, Inc.
Certified Plan Fiduciary Advisor SM , awarded by National Association of Plan Advisors
Paul resides in Ijamsville, MD with his wife Linda and their two children.
Richard "Dick" Will started serving others in 1972 with this mantra, and the result has been more than 45 years of lifelong friendships, trust, and wealth creation. In 1994, our current President Bill Coffey joined Dick at Legg Mason, and together the practice continued to grow. Even though Dick is now retired, his original vision remains integral to the RS Will Wealth Management Group. He continues to share his wisdom with our team and serves as a constant reminder that a business rooted in trust and friendship often leads to great success.
Our clients, many of whom are close family and friends, will always be our number one priority. As our team and client base has expanded over the years, we have continually evolved to better serve our clients. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families, businesses and organizations throughout the United States. Today we are proud to be an independent wealth management practice through our partnership with Kestra Financial. This arrangement allows us to fully personalize our investment approach and choose from any product or service available to meet the needs of our clients and truly develop a customized solution.
Job Titles:
- Financial Advisor
- Financial Planner
Steve joined The Will Group in 2022 after spending 8 years between UBS and Charles Schwab in New York. He is a Certified Financial Planner® professional and has earned specialized designations as a Chartered Retirement Planning Counselor® and Certified Exit Planning Advisor®. Throughout his career Steve has worked closely with individuals and business owners regarding equity compensation and developing financial plans for families. Originally from New Jersey, Steve is a graduate of McDaniel College in Westminster, MD, and currently lives in Frederick with his wife, Annie, their daughter, Carolyn, and their dog, Pal.
Job Titles:
- Senior Associate - Client Service
Susan attended Wagner College in Staten Island, NY where she graduated with a B.S. in Sociology. A New York City native, Susan started working at Merrill Lynch Wealth Management after moving to Maryland in 2013. Prior to Merrill, she worked at an options brokerage firm for 10 years. Susan joined The Will Group in 2015 and resides in New Market, MD with her husband Doug, daughter Casey and two sons Dylan and Brayden.
Job Titles:
- Financial Advisor
- CFP®, NFLPA Registered Player Financial Advisor
Bill is a graduate of West Virginia University with a B.S. degree in Finance. He began his career in 1991 with a financial planning firm in York, Pennsylvania and as an analyst at Johns Hopkins before joining Legg Mason and The Will Group in 1994.
In 2003 after completing rigorous course and study requirements at The American College and passing a comprehensive exam, he was awarded the CERTIFIED FINANCIAL PLANNER™ certification.
Bill stays active in the community and has served on a number of boards including The Gaithersburg Chamber of Commerce and the Friends of Wells Robertson House. Bill most recently served on the Board of Trustees for the Will Group Foundation, focused on helping Metro area youth. He resides in Ijamsville, Maryland with his wife, Joanna, and their 4 children.