Abby HolmesSenior Client Advisor

 

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Abby is a Senior Client Advisor whose focus is in financial planning, including wealth planning and risk management. She provides guidance and support to clients in order to help them achieve their family’s personal and financial goals. Abby is also an Advisory Team Lead, helping to manage one of the firm’s advisory teams and collaborating on strategic projects aimed at enhancing the service WMS Partners provides to its clients.

Prior to joining WMS, Abby received her Master of Business Administration from the University of Pennsylvania’s Wharton School with a concentration in Finance and Strategic Management. Abby also has a Bachelor of Science degree in Finance and Accounting and a Bachelor of Arts degree in Economics from the University of Maryland. At the University of Maryland she played defense on the intercollegiate women’s lacrosse team and earned two ACC championships and a NCAA Championship during her time there. Prior to graduate school, she worked as a Management Consultant for Deloitte Consulting assisting corporate clients in a variety of industries with their strategic and operational needs.

 

WHAT DO YOU LIKE BEST ABOUT BEING A PART OF THE WMS PARTNERS TEAM?

The level of collaboration that occurs on a daily basis. My colleagues at WMS Partners are extremely knowledgeable in their respective areas and the open-door, supportive environment allows us to collectively deliver the best client service possible.

WHAT QUALITIES DO YOU POSSESS THAT MAKE YOU SUCCESSFUL IN YOUR ROLE?

My curiosity and my desire to constantly learn. There are so many facets to the work that WMS Partners does for its clients; I find myself wanting to learn from my colleagues about each of these, from estate planning to alternative investments.

WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?

I most enjoy spending time with my husband, two young children and two (not so little) dogs, as well as our extended family. We are lucky enough to have many of them nearby in Baltimore and take advantage of this often. I also spend a lot of time playing in local sports leagues, such as lacrosse, soccer, and football, and am glad to continue to participate on teams in an athletic setting as I have always enjoyed these experiences throughout my entire life.