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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4:30pm

RS Will Wealth Management

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United States
Downtown Frederick, MD
RS Will Wealth Management

Our mission is to enable and empower you to live a financially confident life. Kestra IS or Kestra AS are not affiliated with RS Will Wealth Management.

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 t

o 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.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. https://brokercheck.finra.org. Investor disclosures: https://bit.ly/KF-Disclosures

06/23/2026

While none of us can predict what the future holds, thoughtful financial planning can help us prepare for whatever comes next.

Confidence doesn't come from having all the answers—it comes from having a plan, remaining flexible, and making informed decisions along the way.

In our latest article, Frank A. Jarboe, Sr., CFP® and Steven W. Wilson, CFP®, CRPC® discuss why successful financial planning is less about certainty and more about preparation.

Read the full article on our website:
https://bit.ly/4vjI5GT

06/18/2026

Our office will be closed on Friday, June 19th, in observance of Juneteenth.

We will resume regular business hours on Monday, June 22nd.

06/16/2026

The Will Group is pleased to announce that Josh Donofry and his wife, Cate, welcomed a healthy baby girl, Calliope Theresa Donofry, on Thursday, May 28.

We are thrilled for Josh and Cate as they begin this exciting new chapter as parents. Even more special, this marks the 12th consecutive year that a new baby has joined The Will Group family!

Please join us in congratulating Josh and Cate on the arrival of their beautiful daughter!

06/14/2026

🎉 Exciting community news! It was recently announced that SplashPoint has secured the funding needed to bring its vision to life, with an opening planned for 2027.

We're proud that the Yellow Submarine, created in support of SplashPoint during Sailing Through the Winter Solstice, was named Best Boat of the Year earlier this year. The annual Carroll Creek display features creatively decorated sailboats sponsored by local organizations and raises funds for area nonprofits.

This season, the event raised more than $120,000 for local charities, proving that a little creativity can make a big impact.

Special thanks to our own Josh Donofry for his contributions throughout the years towards Rotary of Carroll Creek's contribution to this community tradition. 🚢💛

Full SplashPoint details: https://www.splashpointbakerpark.com/

06/11/2026

🎉 We are proud to share that Pam Francis has been selected for the 39th Class of Leadership Frederick County (2026–2027)!

Leadership Frederick County is a premier, nine-month program that brings together professionals from across the community for immersive learning experiences, community engagement, and leadership development focused on key issues impacting Frederick County.

As part of the program, Pam will participate in the Leaders on Loan project, partnering with a local nonprofit to provide leadership expertise and help advance its mission—creating meaningful impact throughout our community.

We are proud of Pam’s commitment to service and professional growth, and we know the relationships, knowledge, and experiences she gains will benefit both our firm and the clients we serve.

Please join us in congratulating Pam!
Pamela Francis

06/09/2026

We’re excited to welcome our 2026 summer interns, Sabrina Browning and Marley Hart, to the RS Will team!

Sabrina is a Business Administration major with a concentration in Finance at The Catholic University of America. She brings a global perspective, having traveled to seven countries and studied abroad in Rome. Outside the classroom, she enjoys exploring new places, finance and psychology, and her favorite quote is by Audrey Hepburn: “The best thing to hold on to in life is each other.”

Marley is a Business Finance major at the University of Maryland, College Park. In addition to her studies, she runs her own baking business creating custom cakes and cupcakes for special occasions. She enjoys Ocean City and New York City, Maryland crabs, and is inspired by the quote: “Work hard in silence, let success make the noise.” – Frank Ocean

We’re looking forward to a great summer together—welcome, Sabrina and Marley!

06/06/2026

What an incredible day at the Tour de Frederick! 🚴‍♀️🚴‍♂️

Some of our amazing team and The Will Group Foundation board members were proud to volunteer and operate what we believe is the coolest rest stop on the entire ride! From cheering on cyclists to keeping riders fueled and hydrated, it was a fantastic opportunity to support this wonderful community event.

A special thank you goes to South Mountain Creamery, the Orr family, and Powder Vitamin for their generosity and partnership. Your support helped make our rest stop a memorable experience for hundreds of riders throughout the day.

We love being part of events that bring people together and strengthen our community. Thank you to all the riders, volunteers, organizers, and supporters who made this year’s Tour de Frederick such a success!

Tour de Frederick
Rotary Club of Carroll Creek
The Will Group Foundation
South Mountain Creamery
Powder Vitamin

06/03/2026

⛳ Congratulations to CrossRoads Freedom Center on another successful Golf Tournament! The event raised more than $50,000 to support men in recovery, thanks to the generosity of golfers, sponsors & volunteers.

We're especially proud of our own Steven Wilson, who, as a member of the Advisory Board, helped organize the tournament and volunteered alongside fellow board members throughout the day.

06/02/2026

Join Kara Murphy, President & CIO of Kestra Investment Management, in her discussion with Professor of Finance, Wharton School of the University of Pennsylvania, Jeremy Siegel, to discuss where the markets are headed in light of global economic realities.

Register for the Thursday, June 4th, at 2 PM EST webinar here:
https://kestrafinancial.zoom.us/webinar/register/WN_xDMUvIShTvqy_98AFgCVTA #/registration

05/28/2026

We are proud to welcome Melissa Holt to our team as Associate – Client Service.

Melissa brings more than 30 years of experience in the financial services industry and is dedicated to delivering a seamless, responsive client experience. Her extensive background includes roles with First National Bank of Maryland, Legg Mason, and more than 20 years with Morgan Stanley and its predecessor firms.

Please join us in welcoming Melissa to the team!

Get to know Melissa more by reading her full bio on our website:
https://www.rswill.com/team/melissa-holt

Address

154 North Market Street
Downtown Frederick, MD
21701

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4:30pm

Website

http://www.rswill.com/

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