Gary R. Anderson, JD, CPA, Principal
Gary Anderson specializes in total family wealth planning with specific focus on estate planning, retirement planning and executive benefit consulting. His depth of knowledge in advanced tax and financial issues serves as a valuable resource for clients and their advisors. Over his career he has been associated with a major regional law firm and was a tax partner with a Big 4 international accounting firm. He has spoken frequently on numerous advanced tax and estate planning topics.
Gary is Past President of the Baltimore Estate Planning Council, is a member of the American Institute of Certified Public Accountants and the Maryland State Bar Association and its section of Estates and Trusts. He previously hosted the monthly “Retirement Planning Hour” segment of the Investors Profiles program on WWRC business radio. Gary is also a member of the Planned Giving Advisory Board of the Walters Art Museum and the Planned Giving Advisory Board of the University of Maryland Medical System Foundation.
Gary received a degree in Business Administration from Lehigh University and a Juris Doctor degree, with honors, from the University of Maryland School of Law. He is a Certified Public Accountant in the states of Maryland and California and is admitted to the practice of law in the state of Maryland. In addition he holds the FINRA registrations for General Securities Representative and the Uniform Investment Advisor Representative.