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WTS Team
Licenses: Series 7, 9, 10, 24, 63, 65, Life and Health Insurance License Education: Bachelor of Science, St Mary’s College St. Mary’s, MD; College for Financial Planning, Denver, CO; Mid-Atlantic Trust School, Lewisburg, PA; ABA National Graduate Trust School, Evanston, IL
Designations: Certified Financial Planner, Certified Trust Financial Advisor, Registered Representative
Professional Affiliations: Treasurer Gunston Day School Board; Member Shore Health System Finance Committee; Chairman of Special Gifts Committee for United Fund of Talbot County; Member Finance Committee Mid-Shore Community Foundation; Meals on Wheels for Easton; Member Easton Rotary; Chairman of the Academy of Finance Committee at Easton High School; Member Memorial Hospital Planned Giving Committee; Member Board of Directors Shore Leadership; Member Talbot County Chamber of Commerce
Elizabeth Keller, CFP® | Senior Vice President/Trust Officer
Experience: 10 years in investment management and trust services
Licenses: Series 7, 24, 63, 65
Education: Bachelor of Arts, John Hopkins University, Baltimore, MD; Master of Arts, Washington College, Chestertown, MD; American College for Financial Planning, Bryn Mawr, PA
Designations: Certified Financial Planner, Certified Trust Financial Advisor, Registered Representative
Professional Affiliations: President Mercersburg Academy Alumni Council, Vice President Easton Rotary, Meals on Wheels for Easton, Character Counts Volunteer, Member Shore Leadership, Member Talbot County Chamber of Commerce, United Fund Agency Review and Special Gifts Captain, Volunteer Waterfowl Festival
Henry Brandt | Vice President/Trust Officer Experience: 25 years in community banking on the Mid Shore, 8 years in investment management and trust services Licenses: Series 7, 63, 65, Life and Health Insurance License
Education: Bachelor of Science, University of Maryland, College Park,
MD; Maryland Banker’s School, College Park, MD; Mid-Atlantic Trust School, Lewisburg, PA; ABA National Graduate Trust School, Evanston, IL
Designations: Certified Senior Advisor, Certified Trust Financial Advisor, Registered Representative
Professional Affiliations: Member Choptank Ruritan; Board of Directors (Vice Chair) Queen Anne’s and Talbot Healthy Families; Election Judge, Queen Anne’s County
Lora Moran | Financial Advisor
Experience: 2 years in investment management and trust services
Licenses: Series 7, 66
Education: Bachelor of Science, Salisbury University, Salisbury, MD, Completed CFP® Board Certified Program
Designations: Registered Representative
Professional Affiliations: Member Financial Management Association; Member Talbot County Young Professionals; Member Rotoract; Member Talbot County Chamber of Commerce; Volunteer for Talbot County Historical Society; Member Queen Anne’s County Young Farmers
Dawn Turner | Operations and Compliance Manager
Experience: 16 years in banking, financial operations and compliance
Licenses: Life and Health Insurance License
Education: Various banking, insurance and financial courses
Professional Affiliations: Member Talbot County Chamber of Commerce; Volunteer Talbot County Historical Society
Donna Elburn | Administrative Assistant
Experience: 8 years in banking, financial operations and compliance
Education: Various banking and financial courses
Professional Affiliations: Member Talbot County Chamber of Commerce; Volunteer Talbot County Historical Society
For an explanatory brochure, please visit www.sipc.org. |
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