Rob Carpenter
President & CEO

Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all divisions in the firm, Investment Management, Financial Planning, Tax Advisory Services and Mergers and Acquisition, as well as ensuring clients receive the best possible service.

Rob has three decades of experience in the financial industry. Over the course of his successful career, he has served in numerous management and leadership positions at some of the largest wealth management firms in the country including Ameriprise Financial, Wells Fargo Advisors, Stifel Nicolaus, and Prudential. He began his career working as a financial advisor at Merrill Lynch. He has vast expertise in wealth management, trust services, portfolio management, and financial planning.

BWFA believes it is important to give back to the community it calls home. It is a proud sponsor of many local organizations including the Community Foundation of Howard County, the Columbia Orchestra and the Columbia Jewish Federation.

Carpenter serves on the Board of Directors of the Columbia Orchestra and was instrumental in bringing the Orchestra’s outdoor seasonal performances to the Chrysalis Theatre at the Merriweather Pavilion. Previously, Rob served as President and one of the founding Directors of the Greenspring Tennis & Education Foundation, a non-profit organization that supports the development and growth of tennis and provides tutoring services for youth in Maryland. Rob also previously served on the Executive Board of Guidewell Credit Counseling Service of Maryland and Delaware, a non-profit that assists individuals recover from bad debts and other difficult financial situations.

Rob earned a Bachelor’s Degree in Political Science from Hartwick College in Oneonta, NY where he also played Division 1 Soccer. He holds a Wharton/SIA Branch Management Leadership Institute Certificate from The Wharton School at the University of Pennsylvania.  Rob is an avid tennis player and enjoys competing in U.S.T.A. leagues.  He married his high school sweetheart, Christine, 27 years ago, and they have two daughters that bring them much joy.

 

Mission Statement

Our purpose is to enrich every client we touch. By providing financial services of the highest quality, we strive to develop the best possible solution that will allow individuals and families to achieve their life’s goals and dreams. My job is to recruit, train and retain an exceptional team of financial professionals who will deliver the best possible service in the industry. Our commitment to detail, communication and expert coordination makes each person we work with feel as valued as they truly are. By developing long term relationships with our clients based on trust, honesty and integrity we build bonds that can last a lifetime.

 Memberships & Affiliations