Our Advisors

William A Morgan III

William A Morgan III

Private Wealth Advisor

Robert Gildea

Robert Gildea

Financial Advisor

Thomas Henry

Thomas Henry

Financial Advisor

Matthew Dunphy

Matthew Dunphy

Financial Advisor

Larry T Singer

Larry T Singer

Financial Advisor

Michael Briel

Michael Briel

Financial Advisor

Warren Hardy

Warren Hardy

Financial Advisor

Our Staff

Vicki Wailgum

Vicki Wailgum

Office Manager
More about me...

Contact

vicki.l.wailgum@ampf.com

410.418.9800 Ext. 222

Roles & Responsibilities

  • Over 18 years in the financial industry supporting Financial Advisors.
  • Manages behind the scenes work for the team.
  • Manages the team website.
  • Works with clients on insurance applications.
  • Ensures advisors are licensed.
  • Schedules client appointments.
Sharon Ruiz

Sharon Ruiz

Financial Planning Specialist
More about me...

Contact

sharon.l.ruiz@ampf.com

410.418.9800 Ext. 225

Roles & Responsibilities

  • Supports the financial planning team with account service work.
  • Fulfills client requests for money movement, trades, account transfers, charitable giving and more.
  • Works with the advisors to develop marketing and community outreach activities.
Susan Mease

Susan Mease

Paraplanner
More about me...

Qualifications

  • MBA Marketing - University of Phoenix

Roles & Responsibilities

  • Executes trades agreed upon between the client and their financial advisor.
  • Works with the financial advisor and the clients on day-by-day needs.
  • Based on notes of conversation between financial advisor and the client crafts communication for client review.
  • Works with clients on insurance and annuity applications.
Terra Serpico

Terra Serpico

Client Service Specialist
More about me...

Contact

terra.serpico@ampf.com

410.418.9800 Ext. 227

Roles & Responsibilities

  • With 12 years in the financial industrusty supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Prepares client meeting folders for the Advisors.
  • Works with the Financial Advisor and clients on day-by-day needs.
Rita Mahaffey

Rita Mahaffey

Administrative Assistant
Client Service Specialist
More about me...

Contact

rita.mahaffey@ampf.com

302.727.5677

Roles & Responsibilities

  • Over 17 years in the financial industry supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Manages behind the scenes paperwork for Financial Advisors.
  • Completes client request for money movement transactions, account transfers, new account paperwork and Estate Settlement paperwork.
  • Provides notarial services in the office.