Next-Gen + Best-in-State · rank 45 · Hunt Valley, Maryland · listed firm: Raymond James & Associates
Identity & firm
- Firm — Alex. Brown, a division of Raymond James (The Garber Wealth Management Team) (high)
- “Zachary Garber, CFA® - The Garber Wealth Management Team - Hunt Valley, MD” — firm_official
- “Raymond James & Associates” — forbes_shook
- Parent company — Raymond James Financial (high)
- “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” — firm_official
- Firm type — wirehouse (medium)
- “Raymond James & Associates, Inc.” — sec_finra_regulatory
- Team name — The Garber Wealth Management Team (high)
- “The Garber Wealth Management Team - Hunt Valley, MD” — firm_official
- Team size — 6 (high)
- “Zachary Garber, CFA® – Managing Director; Christopher Conway, CFP® – Managing Director; Deborah Starr – Practice Business Coordinator; Shelby Davis – Senior Registered Client Service Associate; Mike Kelly Jr. – Senior Re” — firm_official
- CRD — 5676708 (high)
- “Zachary L Garber ... CRD Number: 5676708 ... Raymond James & Associates, Inc. ... Hunt Valley, MD 21031-8657” — sec_finra_regulatory
- Years experience — 13 (medium)
- “Industry Calendar Date: 2013-07-22” — sec_finra_regulatory
- Designations — CFA (high)
- “Zachary Garber, CFA®” — firm_official
Book of business
- Team AUM ($M) — 3300 (high)
- “Team Assets (Custodied): $3.3B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size For New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth Of Relationships: $10-300M” — forbes_shook
- Client niche — multigenerational families and family offices, plus corporate executives with concentrated stock (high)
- “Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment.” — firm_official
- “challenges you face, such as finding solutions for concentrated stock positions and strategies designed to protect your family and your legacy” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Registration Status: Active in both Broker-Dealer (BC) and Investment Advisor (IA) scopes” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.alexbrown.com/garberwealthmanagementteam (high)
- “The Garber Wealth Management Team - Hunt Valley, MD” — firm_official
- Value proposition (verbatim) — We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy. (high)
- “We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and special” — firm_official
- “We are here to provide you with an array of financial and investment planning services essential to your success.” — firm_official
- Differentiators — dedicated financial concierge model with confidentiality and privacy, alternative investment overlay: private equity, hedge funds, real estate, structured solutions, executive transaction expertise: concentrated stock, Rule 144, hedging, 10b5-1 policies, family governance and financial education for intergenerational cohesion, team approach coordinating with clients' other professional advisors (high)
- “Specializes in custom portfolios with expertise in overlaying alternative investments, including private equity, hedge funds, real estate and structured solutions.” — firm_official
- “all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock” — firm_official
- Content marketing — active (medium)
- “Market Insight Interviews - The Garber Wealth Management Team - Hunt Valley, MD” — firm_official
- “The podcast has been active from 2018 to 2025 and has produced 161 episodes.” — social_or_third_party_db
- Has podcast — yes (high)
- “Q&A: Zack Garber (Charm City Dreamers Podcast)” — general_press
- “Charm City Dreamers” — social_or_third_party_db
- Books published — 0 (medium)
- “Zachary Garber, CFA® - The Garber Wealth Management Team - Hunt Valley, MD” — firm_official
- Linkedin url — https://www.linkedin.com/in/zack-garber-cfa-0854a521/ (high)
- “Zack Garber, CFA - Alex. Brown Raymond James | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Zack Garber, CFA - Alex. Brown Raymond James | LinkedIn” — social_or_third_party_db
- Press awards — InvestmentNews 40 Under 40 (2021), Barron's Top Advisor by State (2026), Founder, Francis Scott Key Society (Baltimore leaders under 45), Host, Charm City Dreamers podcast (161 episodes) (medium)
- “InvestmentNews' 40 Under 40 (2021)” — firm_official
- “Charm City Dreamers is a podcast hosted by Zack Garber that shares inspiring stories of a diverse group of leaders in Baltimore.” — social_or_third_party_db
Visual brand
- Has distinct logo — yes (high)
- “logo-horiz-garber-wealth-management.svg” — firm_official
- Logo url — https://www.alexbrown.com/-/media/RJ/Advisor-Sites/Sites/g/a/garberwealthmanagementteam/Images/Group-Logos/logo-horiz-garber-wealth-management.svg (high)
- “logo-horiz-garber-wealth-management.svg” — firm_official
- Visual brand notes — Alex. Brown co-branded template: restrained corporate palette, clean sans-serif, team SVG wordmark in horizontal and vertical lockups; formal institutional presentation over lifestyle imagery. (medium)
- “logo-vert-garber-wealth-management.svg” — firm_official
