portrait of Joshua G Wynne
FINANCIAL ADVISOR

Joshua G Wynne

CEPA®
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Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Wine Collecting/Enthusiast
  • Vintage Cars
  • Traveling
  • Fishing
  • Culinary Arts

Team Members

  • Laura Glaser
    Sr. Branch Office Administrator
  • Savannah Woodward
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(410) 257-1321

Fax

(855) 224-5844

Office Address

9120 Chesapeake Ave Suite 200
North Beach, MD 20714opens in a new window

Mailing address

P O Box 1455
North Beach, MD 20714

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