Rob Carpenter
President & CEO

Rob Carpenter is President and CEO of Baltimore-Washington Financial Advisors, Inc. Rob is a graduate of Hartwick College in Oneonta, New York, where he earned a bachelor’s degree in Political Science. In addition, he holds a Wharton/SIA Branch Management Leadership Institute Certificate from the Wharton School at University of Pennsylvania.

Rob has over 23 years of experience in the financial services industry. During his successful career, he has served as Regional Director, Regional Manager, Complex Manager, Regional Sales Manager, Training Director, and Financial Advisor at some of the largest wealth management firms in the country, including Ameriprise Financial, Wells Fargo Advisors, and the investment banking firm Stifel Nicolaus. He has experience in all areas of wealth management, trust services, portfolio management, community banking, private banking, business banking, and financial planning.

Rob is an avid tennis player and is a former President and Founder of the Greenspring Tennis & Education Foundation, a non-profit organization that promotes the development and growth of tennis for adults and youth in Maryland. He serves as a Mentor for the Maryland Center for Entrepreneurship’s MCE EnCorps program. Robert also sits on the Executive Board of Directors for the Gudewell Credit Counseling Service of Maryland and Delaware a nonprofit who helps under privlidged families recover from bad debts and financial situations. In addition Rob is on the board of Directors of the Columbia Orchestra. He is married and has 2 children and coaches girls soccer.


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

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