Broker Check

Guiding you towards financial independence, allowing you to live your best life.

Photography by:  Mary Kate McKenna

Since 1972, The Will Group Has Put People First 

Richard “Dick” Will started serving others in 1972 with this mantra, and the result has been more than 45 years of lifelong friendships, trust, and wealth creation. In 1994, our current President Bill Coffey joined Dick at Legg Mason, and together the practice continued to grow. Even though Dick is now retired, his original vision remains integral to the RS Will Wealth Management Group. He continues to share his wisdom with our team and serves as a constant reminder that a business rooted in trust and friendship often leads to great success.

Our clients, many of whom are close family and friends, will always be our number one priority. As our team and client base has expanded over the years, we have continually evolved to better serve our clients. Based in Frederick, Maryland, we love meeting with our local clients but are proud to serve individuals, families, businesses and organizations throughout the United States. Today we are proud to be an independent wealth management practice through our partnership with Kestra Financial. This arrangement allows us to fully personalize our investment approach and choose from any product or service available to meet the needs of our clients and truly develop a customized solution.

Your Trusted Financial Partners

Investment Management

Joshua Donofry

Joshua D Donofry, CIMA®

Portfolio Manager - Investments

Nicholas  Schwarzenberg

Nicholas J Schwarzenberg

Investment Associate

Client Services

Melinda Schrum

Melinda L Schrum

Director - Client Service

Susan Clime

Susan A Clime

Senior Associate - Client Service