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William N. Price
President, William N. Price, CPA, CFP, MS

301.428.8191 –P
866.896.2325 –F
william@williamprice.com

William Price started his practice with accounting and tax preparation services in 1981 and he received a CPA in 1984. He added investment planning services and received his CFP® designation in 1988. He was awarded a Master of Science in Personal Financial Planning in 2010. The value of 30 years of tax preparation and 20 years of financial planning grows each year with changes in tax laws, reductions in the traditional pension plans and new investment options.

Paul T. Murphy
Managing Director, Executive Vice Presitent

610-608-1093 –P
Paul.Murphy@SpireIP.com

Paul T. Murphy is the Managing Director with Spire Investment Partners. Paul is responsible for integrating, acquiring and merging existing Wealth Management Practices into Spire Investment Partners , as well as, overseeing the organic growth of the Spire Sales Solutions Platform. Paul comes to Spire after 7 years as a Financial Consultant with Merrill Lynch and 7 years as a Branch Manager for Morgan Stanley.

Cherry Ann Barr
Comptroller

301.428.8191 –P
866.896.2325 –F
william@williamprice.com

Cherry Barr is Comptroller for William N. Price, CPA, CFP®, MS. She brings over 30 years of experience to the company as past president of two real estate appraisal firms in the Washington Metropolitan Area.   

Stuart Brawley
Finance Director

703.657.6065 –P
703.748.1372 –F
Stuart.Brawley@SpireIP.com

Stuart Brawley is the Vice President, Finance Director with Spire Investment Partners, LLC. Stuart joined Spire in 2008 and brings with him 13 years experience in the investment advisory industry which he acted as the Corporate Controller, General Securities Principal and Financial Operations Principal.

Sue McKeown
Chief Compliance Officer

703-657-6062 –P
703.748.1372 –F
Sue.Mckeown@SpireIP.com

Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of  the firms written supervisory processes and procedures.

Chris Patterson
Investment Advisor Representative

Vice President
Wealth Manager
7918 Jones Branch Dr.
Suite 750
McLean, VA 22102
(703) 748-5834 (Direct)
(703) 748-1372 (FAX)
chris.patterson@spireip.com

Steven Donald
Director of Business Relations, Vice President

703.748-5800 –P
Steven.Donald@SpireIP.com

Steven Donald is Vice President and Director of Business Relations for Spire Investment Partners. Steve is responsible for managing the relationship with the firm’s custodians, technology vendors, wholesalers and affiliated practices. He previously served as the Director of Operations for Spire where he managed the firm’s operations, customer service, trade compliance and licensing for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. Steve is a member of Spire’ Investment Committee and is a key member of Spire’s conversion team.

Tim O'Leary
Director of Operations, Vice President

703.657-6063 –P
Tim.OLeary@SpireIP.com

Timothy O’Leary is the Vice President and Director of Operations for Spire Investment Partners. Tim is responsible for developing and managing the office customer service center, operational workflows and coordinating all support service functions for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. He is also is responsible for managing activities outsourced to external service providers and is the operational lead coordinating the on-boarding of new practices to Spire.

 
 

Email: william@williamprice.com
21800 Beallsville Rd., Barnesville, MD 20838-0068; Phone: (301) 428-8191   Fax: (866) 896-2325


Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company,
Spire Securities, LLC, a Registered Broker /Dealer and member FINRA / SIPC (
www.FINRA.org / www.SIPC.org)
 © Copyright 2016 William Price. All rights reserved.