#United States #Frederick #RS Will Wealth Management #Josh Donofry #Frank Jarboe

RS Will Wealth Management Expands Leadership Team

In a strategic move to enhance its client-focused services and establish a robust leadership presence, RS Will Wealth Management has announced the appointment of three new partners: Josh Donofry, Frank Jarboe, Sr., and Steven Wilson. This transition symbolizes a significant milestone for the firm and reinforces its ongoing commitment to meeting the evolving needs of its clients.

A Commitment to Client-Centric Financial Guidance

The firm, headquartered in Frederick, Maryland, is dedicated to delivering tailored financial guidance to its diverse clientele, which includes individuals, families, business owners, and even sports professionals across more than 42 states. The addition of the new partners is expected to bolster the firm's already strong foundation, enhancing the quality of personalized financial solutions it offers.

"These three individuals have played a pivotal role in our firm's success through their expertise and unwavering commitment to our clients. We are excited to see how they will help shape the future of RS Will Wealth Management," stated a representative from the firm.

Profiles of the New Partners

Josh Donofry, CIMA®

Starting his career with RS Will Wealth Management a decade ago, Josh has swiftly established himself as an invaluable asset within the team. As Portfolio Manager and Chair of the Investment Committee, he engages in comprehensive market research and provides investment recommendations that guide the financial advisors in making informed decisions. His deep-rooted relationships with clients and insightful strategies have significantly contributed to the firm's success.

Frank Jarboe, Sr., CFP®

With over 12 years of experience, Frank has dedicated the last five years to building strong, trusting relationships with a wide range of clients. He specializes in working closely with individuals, families, and business owners at different stages of their financial journeys, offering insights and strategies that cater to their unique needs. His commitment to client success and financial literacy has made him a respected figure within the firm and the community.

Steven Wilson, CFP®, CRPC®

Steven brings more than 11 years of industry experience, with nearly four years spent at RS Will Wealth Management. He is known for his clarity in communications and steadfast support for individuals and families, helping clients make informed decisions about their financial wellbeing. Steven's ability to simplify complex concepts ensures clients are confident and well-equipped in their financial decision-making processes.

Looking Ahead

As RS Will Wealth Management expands its leadership, the firm remains committed to its core principles of exceptional client care, innovation, and excellence. The existing senior partners—William M. Coffey, CFP®, Mark A. Mayer, CFP®, Paul J. McArthur, CPFA®, CRPS®, AAMS®, M. Alexandra Kelly, MBA, CFP®—will continue to steer the company alongside the new partners, ensuring a blend of experience and fresh perspectives that will carry the firm into its next chapter of growth.

About RS Will Wealth Management

Founded on the belief that each financial journey is unique, RS Will Wealth Management adopts a personalized approach tailored to meet individual client needs. The firm’s guiding principle is simple: “The genuine care of our clients and their families is our highest mission.” Through a combination of extensive knowledge, collaborative strategies, and a commitment to trust and excellence, RS Will aims to support clients in simplifying the complex landscape of financial management to achieve lasting success.

For more information, you can visit RS Will Wealth Management.