Your Goals and Dreams, Our Guidance

Focus

Howard, along with his team in the Mirvis-Holmes-Walters Wealth Management Group of Wells Fargo Advisors  provide comprehensive investment planning and wealth management. As a multi-generational practitioner, Howard provides advice and services to many of the children and grandchildren of his clients.  He helps clients identify their investment goals and objectives and recommends investments and other strategies to help them work towards those objectives.  

Howard works closely with the team’s Senior Registered Client Associate, Sarah Campbell, and their goal is to provide clients with an unparalleled level of personal service.

Background and experience

After graduating from the University of Maryland, Howard began his career at Legg Mason in 1978 and became a Certified Financial Planner® in 1982.  In 2004, Howard formed a team at Legg Mason with Larry Holmes.  Together they formed the Mirvis-Holmes Group. In 2019, Lee Walters joined the team as a named partner in the newly formed Mirvis-Holmes-Walters Wealth Management Group of Wells Fargo Advisors.

Away from the office

Howard and his wife Debbi currently reside in Owings Mills with their dog Teddy.  They have two married daughters, Lindsay and Kelly, and three grandchildren, Cooper, Tyler, Liv, and Chloe.  They spend many weekends throughout the year in Bethany Beach, Delaware and enjoy vacationing in Aruba and other islands in the Caribbean.

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 CERTIFIED FINANCIAL PLANNER ™ practitioner, Larry helps clients create, implement and monitor 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 designations, including CERTIFIED FINANCIAL PLANNER™ from The College for Financial Planning. Larry recently 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

Retirement planning and execution is Jeffrey’s main focus and priority for his clients. As a financial advisor with the Retirement Income Certified Professional designation (RICP®) Jeffrey puts all of his efforts towards helping his clients plan for and live through an entire retirement. Jeffrey enjoys working with clients on the complexities of retirement income and preserving capital while planning for unexpected health care events. Jeffrey and his team will be there with you and your family every step of the way.

Background and experience

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® designation, and holds his Accredited Investment Fiduciary® designation.

Jeffrey joined the Mirvis-Holmes-Walters Wealth Management Group of Wells Fargo Advisors in 2016. Jeffrey worked for over ten years in the investment management industry before joining Wells Fargo Advisors. His focus has centered on investment strategies 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 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

Sarah is responsible for Account Operations and she is dedicated to helping the team provide the best service to their clients. Sarah strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.

Background and experience

Sarah, with over 26 years of industry experience, joined the Mirvis-Holmes team when they joined Wells Fargo Advisors in 2013.  Sarah received her BA from Roanoke College, and with the exception of a six month break from the industry, she has worked with Wells Fargo Advisors and its affiliated companies since starting with Butcher & Singer in 1990.

Away from the office

Sarah spends her free time with her husband Jamie, and their two children, Walker and Molly.  The kids’ sports and activities keep Sarah very busy.  She likes to spend her vacation time enjoying the beach at the Jersey Shore.

Focus

A proud member of our team of dedicated specialists, guiding a select group of high net worth families and businesses, Gibbs provides cross collaboration to these clients and their advisors, to enhance their chances for investment planning success.
 

Background and experience

Gibbs joins our team from the Fintech space of our industry and has a background in assisting clients with comprehensive investment planning. Upon graduating from McDonogh School, he obtained a Bachelor of Science degree from McDaniel College and a Master of Science degree from Johns Hopkins Carey Business School.
 

Away from the office

Gibbs and his fiancée, Laura, live in Baltimore City with their two dogs, Dozer and Bizzy. Activities that he enjoys include deep sea fishing, playing squash, and attending Ravens games.