What's Up? Magazine

Robert E. Saunders III credits much of his success as a financial advisor over the last 12 years to a simple idea—providing every client with exceptional service. While he and his team have developed a core, prudent investment philosophy and a disciplined asset allocation process, he believes that it is the “service” part of his financial services practice that has led to the remarkable growth over the last several years.

As a CERTIFIED FINANCIAL PLANNER™ practitioner specializing in the financial complexities of high net worth families, Robert and his staff offer a consultative approach to wealth management strategies through a collaborative, meaningful relationship with each client. With a fee-based practice model and an ability to draw upon a vast network of professionals in the fields of income tax planning, estate planning, and private banking, Robert and his team stand ready to assist you with your personal financial goals and dreams. A lifelong Annapolis resident, Robert and his wife Lisa are very active in their charitable efforts as Founding Members of the Building Traditions Society of the Anne Arundel Medical Center Foundation, and as proud sponsors of the Robert E. and Lisa Saunders III Scholarship at Cornell University. Robert’s work has been featured on Bloomberg Television, he has been recognized as a FIVE STAR Wealth Manager by Baltimore Magazine in 2011 and 2012, and was recently nominated as one of the “2012 Annapolis Finest 40 Under 40” by the Cystic Fibrosis Foundation of Maryland.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.

The FIVE STAR Wealth Manager Program (“Program”) research was conducted July – October 2011. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm

Robert E. saunders II, CFP®, ChFC®, CRPC®, AAMS®
Financial Advisor
Certified Financial Planner™ practitioner
Ameriprise Financial Services, Inc.
180 Admiral Cochrane Drive, Suite 550 Annapolis, MD 21401
443-837-1064