The Wheaton office includes three-members from The Schulte Wealth Management Group that joined from Morgan Stanley. Mary Schulte, senior vice president of investments, is a 30-year veteran of the financial services industry. She formed The Schulte Wealth Management Group when her son, T.J. Cleland, and son-in-law, J. Randolph Sidio, joined her practice.
Cleland is associate vice president of investments and focuses on portfolio management. Sidio is a financial consultant charged with business development for The Schulte Wealth Management Group.
The fourth member of the Wheaton office, Maurice Mathy, is vice president investments with a focus on business owner services and retirement planning.
The group is working temporarily from the Benjamin F. Edwards’ Wheaton location until construction on their Naperville, Ill., office is completed.
In Baltimore, Rick Faby joined the officer there from Ameriprise Financial Services. He’s the sixth member of the team there, and serves as branch manager and senior vice president of investments. The Baltimore office now employs a total of six, including four financial advisors.
The two advisors who joined the Clayton, Mo., office both transferred from Oppenheimer. C. Kevin Coulter is associate vice president of investments and concentrates on fixed income strategies and portfolio management.
Bill Ferry, associate vice president of investments, began his financial services career in 1986, and concentrates on developing investing strategies for women and wealth management. The Clayton office has 10 employees, including eight financial advisors.