Broker Check

Bailey Wealth Advisors - Silver Springs, MD

8403 Colesville Rd. Suite 845, Silver Springs, MD 20910

 

Team


 

Eric D. Bailey, CFP® is a Certified Financial Planner with over 30 years of experience as a financial advisor.

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Christopher Garner is an associate with Bailey Wealth Advisors, a wealth management firm serving high net worth families.

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Kathleen Lipshultz brings over 12 years of customer service experience to Eric’s practice. Dedicated to providing the utmost in customer service, Katie focuses on a variety of areas, including refining our client service model.

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Nasser Ali, CFA, CAIA, CFP®, AAMS, CMFC, CRPC® is Director of Investment Advisory Services. As head of investment planning, Nasser oversees the delivery of investment planning services and investment technology.

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Richard E. Austin, J.D*., LL.M., CIMA® is Director of Estate and Advisory Services. Rich has worked in the financial services industry for more than 15 years.

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Blair Bryant is an investment advisor representative and financial planner with Bailey Wealth Advisors. Blair’s financial career began in 1995 as a securities broker and portfolio administrator for a boutique brokerage firm in...

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Breanna Santiago has over 6 years of experience in marketing, public relations, event planning, business development, and over 10 years of customer service. Before landing at Eric’s firm, Breanna worked as a marketing coordinator...

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John A. Henderson III, CRPC®, is a financial planner with Bailey Wealth Advisors. He provides comprehensive financial planning in the areas of retirement planning, asset management, personal risk management, education funding and...

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Kevin Johnson

Marketing & Communications Director

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