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Robert M. Fry

Director of Operations

About Robert M. Fry

Robert Fry has served as the Director of Operations for five years. His responsibilities include process and procedure implementation, team leadership function, and practice operational support. Robert has an extensive 20-year history in the financial industry, specifically focusing on small business retirement plans, 401k plans, investment management, and client service.

Certifications
  • FINRA Series 7 and 66 registered 
Education
  • Gettysburg College 

410-771-5673

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030