Focus

Larry, along with a team of dedicated specialists, assist a select group of high net worth families and businesses in building, managing, help preserving and transitioning their wealth.  As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER ® certification, Larry helps clients create, implement and review an investment plan that allows his clients to focus on “the big picture” seeking to achieve their personal and financial aspirations, often in coordination with their other professional advisors. 

Background and Experience

With nearly two decades of experience, Larry and his team have advised clients through selling their businesses, creating multi-generational wealth transfer plans, retiring and saving for college, all while navigating the capital markets with thoughtful planning and effective risk management.

Larry holds a Bachelor of Science degree in Finance from The Perdue School of Business at Salisbury University. Larry has earned multiple industry leading certifications, including CERTIFIED FINANCIAL PLANNER ®  from The College for Financial Planning.

Larry also earned the Certified Private Wealth Advisor® (CPWA®)certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. To better advise his corporate retirement clients, Larry also holds the Accredited Investment Fiduciary (AIF®) designations. 

Away From the Office

Larry previously served as the Board Development Chair on the Board of Trustees of The Leukemia and Lymphoma Society of Maryland from 2015-2020. Larry and his wife, Anne, live in Baltimore County with their two sons, Fitz and Patrick, and twin girls Reagan and Rory.

Focus

Jeffrey is a distinguished financial advisor with the Certified Financial Planner™ (CFP®) designation, recognized as one of the highest standards in the industry. His expertise and dedication make him an invaluable asset to The Holmes-Walters Wealth Management Group of Wells Fargo Advisors. With a focus on retirement planning and execution, Jeffrey leverages his extensive knowledge and experience to help clients navigate the complexities of retirement income, capital preservation, and unexpected healthcare events. His commitment to personalized guidance ensures that each client receives tailored strategies that helps align with their unique goals and legacy.

Background and experience

Jeffrey’s achievement of the CFP® designation further solidifies his ability to provide comprehensive financial planning services. This prestigious certification underscores his proficiency in estate planning strategies, tax strategies, and investment management, ensuring that clients receive the highest standard of advice and support. Jeffrey’s dedication to his clients’ success is evident in his collaborative approach, providing clarity and confidence for their future.

Jeffrey has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. He also earned his Certified Investment Management Analyst® (CIMA®) designation and holds his Accredited Investment Fiduciary® designation (AIF®).

Jeffrey joined The Holmes-Walters Wealth Management Group of Wells Fargo Advisors in 2016. Jeffrey worked for over a decade in the investment management industry at BlackRock, Direxion Investments, and Alger Funds before joining Wells Fargo Advisors. His focus has centered on investment strategies and distribution in the mutual fund and ETF industry.

Jeffrey earned a Bachelor of Science degree in Marketing from The Pennsylvania State University in 2006.  Jeffrey holds the Series 7, 63, 65, 3 registrations and Life /Health Licenses.

Away from the office

Jeffrey married his college sweetheart Kelly and they live in Owings Mills, MD with their son Tyler, daughter Chloe and dog, Stella. Jeffrey is active in the community as a former member of the board of the Baltimore Humane Society. Jeffrey is an avid Penn State fan, as well as a technology enthusiast and has a passion for traveling

Focus

Gibbs works closely with high-net-worth families, business owners preparing for a transition, and business enterprises to deliver tailored investment and planning strategies. He is dedicated to building long-term relationships while helping clients align their personal and financial goals.

Background and Experience

Gibbs has earned the Certified Exit Planning Advisor® designation (CEPA®) from the Exit Planning Institute, equipping him to guide business owners through the complexities of planning and executing successful exits. He brings experience from the fintech sector and in comprehensive investment planning.

Prior to the finance industry, Gibbs began his professional career in commercial real estate development. A Baltimore native, he graduated from McDonogh School before earning a Bachelor of Science from McDaniel College, where he lettered in lacrosse, and a Master of Science from the Johns Hopkins Carey Business School. He maintains FINRA  Series 7 and 66 registrations and is licensed in Maryland Life & Health insurance.

Away from the office

Gibbs and his wife, Laura, live in Baltimore County with their two sons and two dogs, Dozer and Bizzy. He enjoys deep-sea fishing, playing squash and golf, and cheering on the Ravens.

Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their transition options.

Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen-year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital and was a partner in a residential construction and development company.

Tim earned his bachelor’s degree from Middlebury College and completed executive education coursework at the Wharton School of the University of Pennsylvania. . Tim has been awarded the Certified Exit Planning Advisor (CEPA®) designation.

Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely held businesses, Tim enjoys cooking, gardening, and playing golf.

Debbie Rankin is a senior philanthropic advisor and executive director with Wells Fargo Bank Wealth & Investment Management. Since 2014 Debbie has helped charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Debbie works with individuals and families to define and support their charitable objectives as part of their overall wealth plan. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations where she advises in the areas of donor gift planning, foundation and endowment management, board governance and policy development as well as other management issues.
Prior to joining Wells Fargo Bank, Debbie was the Executive Director of the Montgomery Parks Foundation. She has been in the nonprofit and financial services industry for more than 26 years.
Debbie earned a Bachelor of Science in Journalism from the University of Maryland. She also received the Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services. Her professional memberships have included the Association of Fundraising Professionals (AFP) and the National Capital Gift Planning Council (NCGPC)
Debbie has served as a Board Member and Board Chair of the Montgomery Coalition for Adult English Literacy (MCAEL), Board Member and Board Chair for the Heurich House Museum, and a Board Member of Every Mind (formerly the Mental Health Association of Montgomery County). She also served as a Committee Member for the Washington Area Women’s Foundation Early Childhood Collaborative.
Debbie lives in Annapolis, Maryland with her husband Paul and their dog Floyd.

Ted is a senior wealth strategist with Wells Fargo Bank’s Wealth & Investment Management division, based in the Washington DC office. With over 25 years of experience in financial services, Ted is part of a national team that collaborates locally with high and ultra-high net worth clients. He works closely with their advisors to review, develop, and consult on wealth transfer plans, including legacy, philanthropic, business succession, and estate planning. Ted's role involves understanding each client's goals and objectives, reviewing and discussing their current plans, and identifying additional strategies or modifications to enhance the likelihood of achieving their goals.
Previously, Ted held similar roles with other financial services providers, where he developed, delivered, and implemented tax, estate, financial, and business succession plans for high-net-worth families.
He earned a Master of Laws degree in Taxation from Loyola Law School, graduating with High Distinction and earning First Honors three times. Ted holds a Juris Doctorate degree from Ohio Northern University College of Law (not currently practicing), and a Bachelor of Science degree in Accounting and Finance from Ohio Northern University.
Ted is a Certified Public Accountant, a member of the North Carolina Bar Association and holds the Certified Financial Planner™ professional designation.