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BWFA People
-profiles on our team

· Saxon Birdsong, MBA
· Bob Cassel, EA, CFP
· Rob Williams, CFP
· Scot Millen, MBA
· Bob Ray, MBA
· Robert Wasilewski, MA
· Mark Stinson, MBA, CPA
· Lisa Juranic
· Maureen Carrion
· Rachel Roffman

















Rob Williams   Rob Williams, CFP™
    > Email Rob
Rob Williams, CFP ™

Rob Williams graduated with a bachelor's degree in Economics from Towson State University in 1979. He went on to receive his Master of Science in Finance from Loyola College in 1985. Upon entering the financial planning profession he enrolled in the College for Financial Planning, located in Denver, Colorado and received his certification as a CERTIFIED FINANCIAL PLANNER™ in 1999.

Rob has spent his career in financial services including Mercantile-Safe Deposit and Trust in Baltimore and as a consultant with the big-six accounting firm of Deloitte, Haskins and Sells.

Rob became a financial planner in 1992 and joined BWFA in 1996. Within the firm, Rob has performed a full range of activities including providing advice on college financial aid, preparing financial plans, preparing tax returns and most recently performing portfolio management services. Rob is a life long resident of Baltimore and enjoys athletic endeavors including skiing and mountain biking.




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