.jpg?width=1200)
.jpg?width=768)
.jpg?width=320)
About
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
C. Emmerson Small, II
Managing Director – InvestmentsSenior PIM Portfolio Manager
Focus
Emmerson provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals.
Background and experience
For over three decades Emmerson has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.
Originally from Cincinnati, Ohio, Emmerson graduated from UMBC with a BA in Economics.
During his time at UMBC, Emmerson played varsity basketball and has been inducted into the UMBC Athletic Hall of Fame. Emmerson has also received an MBA in Finance from Loyola University in Maryland.
Emmerson is a Senior Private Investment Management (PIM) Portfolio Manager.
Emmerson is a CERTIFIED FINANCIAL PLANNER TM (CFP®) professional.
While it is not possible to predict market performance, Emmerson believes in, “Disciplined Asset Management for a Higher Level of Predictability”.
Away from the office
In his free time Emmerson studied the Korean martial art of Tae Kwon Do. Emmerson holds a 6th Degree Black Belt in Tae Kwon Do from the World Tae Kwon Do Federation in Seoul Korea.
Emmerson lives in Lutherville, MD with his wife Edie and their American Eskimo Dog, Max.
Investment and Insurance Products are:
· Not Insured by the FDIC or Any Federal Government Agency
· Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
· Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Emmerson provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals.
Background and experience
For over three decades Emmerson has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.
Originally from Cincinnati, Ohio, Emmerson graduated from UMBC with a BA in Economics.
During his time at UMBC, Emmerson played varsity basketball and has been inducted into the UMBC Athletic Hall of Fame. Emmerson has also received an MBA in Finance from Loyola University in Maryland.
Emmerson is a Senior Private Investment Management (PIM) Portfolio Manager.
Emmerson is a CERTIFIED FINANCIAL PLANNER TM (CFP®) professional.
While it is not possible to predict market performance, Emmerson believes in, “Disciplined Asset Management for a Higher Level of Predictability”.
Away from the office
In his free time Emmerson studied the Korean martial art of Tae Kwon Do. Emmerson holds a 6th Degree Black Belt in Tae Kwon Do from the World Tae Kwon Do Federation in Seoul Korea.
Emmerson lives in Lutherville, MD with his wife Edie and their American Eskimo Dog, Max.
Investment and Insurance Products are:
· Not Insured by the FDIC or Any Federal Government Agency
· Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
· Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Jennifer Falter
Vice PresidentSenior Registered Client Associate
Jennifer Falter is a Vice President and Senior Registered Client Associate with Wells Fargo Advisors in Hunt Valley, MD. Jennifer currently holds her Series 7, Series 66, Series 31 registrations and her Life & Health license.
As Emmerson’s Administrative Associate, Jennifer handles all administrative and operational tasks, including but not limited to model trading and assisting clients with operational and administrative requests.
Jennifer began her career in the financial services industry in 1996 as a Client Service Representative with Raymond James & Associates in Southern Maryland. She moved back to Baltimore and began working at Citigroup Smith Barney (formerly Legg Mason) in 2003, prior to moving to Wells Fargo Advisors in 2009.
Born and raised in Baltimore, Jennifer currently resides in Nottingham, Maryland with her rescue dog and cat, Finn & Farley.
Investment and Insurance Products are:
As Emmerson’s Administrative Associate, Jennifer handles all administrative and operational tasks, including but not limited to model trading and assisting clients with operational and administrative requests.
Jennifer began her career in the financial services industry in 1996 as a Client Service Representative with Raymond James & Associates in Southern Maryland. She moved back to Baltimore and began working at Citigroup Smith Barney (formerly Legg Mason) in 2003, prior to moving to Wells Fargo Advisors in 2009.
Born and raised in Baltimore, Jennifer currently resides in Nottingham, Maryland with her rescue dog and cat, Finn & Farley.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Why Invest With Us
.jpg?width=378&height=198)
.jpg?width=287&height=161)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.