James Francis Cannon, CIMA, CPWA - UBS Financial Services Inc.

The CTW Group - UBS Financial Services Inc. in Baltimore, MD, offers comprehensive wealth management services tailored to the unique needs of families, professionals, and business owners navigating today's complex global economy. With a highly credentialed team bringing decades of experience, they focus on proactive service and thoughtful financial planning to help clients unlock opportunities and preserve wealth for future generations. Led by experienced advisors including J. Francis Cannon, John J. Wasilewski, and Christopher Connolly, the firm prides itself on building long-term relationships through personalized advice and first-class solutions. The team emphasizes institutional consulting, retirement plan consulting, and investment strategies, ensuring clients receive quality strategies customized to their specific goals. Generated from the website

Quantum Family Wealth Management, a division of UBS Financial Services Inc. located in Baltimore, MD, specializes in providing customized financial planning and wealth management services. Their mission is to build lasting relationships with clients by offering quality strategies tailored to individual needs, guiding them through major life events while preserving and transferring wealth. The team at Quantum Family Wealth Management comprises experienced professionals, including Senior Vice President James Cragg, Managing Director Ejner Johnson, and Senior Vice President Sean Hagerty, each bringing decades of expertise in finance and wealth management. They emphasize a comprehensive approach to financial planning, focusing on investment management, estate planning, and charitable giving, ensuring that clients receive attentive and empathetic service throughout their financial journey. Generated from the website

Visit our office today located in Baltimore, MD. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.