Vice President & Financial Consultant
Mr. Betz joined the financial services industry in May 1983. He primarily manages assets of clients who have taken a lump sum distribution from their employer at retirement. The combination of fundamental research with technical analysis and a conservative investment style fits in well with the team’s overall philosophy.
Accepting an offer to join Baker Watts & Co., a privately partner owned Baltimore-based firm in 1982, was the start to a long, interesting, educational, and eventful rewarding career as a financial advisor, financial consultant, and stockbroker. Although the titles and firms changed over the thirty years in the industry, one core belief has not—“Do what’s right for the client, and that’s what’s right for me!” This simple but true and basic life philosophy, along with a prudent investment strategy, is what has guided Mr. Betz throughout the last three decades. These criteria are what Mr. Betz attributes to maintaining client family relationships passing on to the next generations.
- BA in Business Administration- Towson University
- FINRA Licenses: Series 7, Series 63, Series 65, Series 31
Areas of Focus
- Generational Wealth Transfer
- Fixed Income
- Retirement Planning
- Portfolio Management