The Hartman/Cush Group Team Photo

The Hartman/Cush Group

Merrill Private Wealth Management
One Park Place
Suite 350
Annapolis, MD 21401
(410) 263.0136
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You face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized financial strategies to help simplify your life so you can spend more time pursuing what matters most to you.
The Hartman/Cush Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Welcome to our website
Recognition
James Hartman
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
James Hartman,

CPFA™, CPWA®, CRPC™

Managing Director, Private Wealth Advisor
410.263.0136
Thomas Cush
Senior Vice President, Senior Financial Advisor
410.263.0177
Kristin Hartman,

CFP®

Vice President, Wealth Management Advisor
410.263.0134
Cory Paton,

CFP®, CRPC™

Financial Advisor
410.263.0166
Daniel Lundeen,

CRPC™

Private Wealth Relationship Manager
410.263.0184
Devika B Hicks
Assistant Vice President, Wealth Management Client Associate
410.263.0141
Haley Scaggs,

CFP®

Relationship Manager
410.263.0149
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Will Stone
Wealth Management Banking Specialist
Merrill
Clauter Charleston
Alternative Investments Regional Specialist
Bank of America, N.A.
Tim Mulosmanaj
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484022
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About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.