Our Vision

The Flury Williams Group at Morgan Stanley* strives to develop long-lasting, meaningful client relationships to span generations. We are committed to understanding you, your goals and your family’s priorities. We know what is behind the money you have earned. That is why all our investment experience, capabilities and resources are focused on one objective – to help you invest wisely.

Our Mission

As your advisory team, we construct relationships founded on trust and integrity with people who value and appreciate our financial advice. By combining the experience and skills of the Flury Williams Group at Morgan Stanley* we will design and implement a personalized financial road map based on the four pillars of comprehensive wealth planning: Lifestyle Management, Risk Management, Asset Management and Liability Management.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Business Planning3
  • Cash Management4
  • Estate Planning Strategies5
  • Financial Planning6
  • Lending Products
  • Philanthropic Services
  • Planning for Education Funding7
  • Planning for Individuals with Special Needs8
  • Professional Portfolio Management9
  • Qualified Plans
  • Qualified Retirement Plans10
  • Retirement Planning11
  • Sustainable Investing12
  • Trust Accounts13
  • Trust Services*
  • Alternative Investments14
  • Annuities15
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Approach

Family Office Overview

  • An integrated approach to planning, which includes family issues, wealth transfer, asset preservation and business succession planning
    Helps you maintain family unity across generations by focusing on family mission, governance, conflict management and family endowments
    Access to solutions to help ease administrative burdens — from consolidating your financial reports to helping you manage some of the most complex aspects of your life
    Management of wealth focused on your family’s interests over the long term
    Helping you preserve what you will transfer to the next generation — your values as well as financial assets
    Access to solutions tailored specifically to your highly exclusive range of lifestyle

Awards

  • Adam Williams achieves the prestigious Family Wealth Director designation - 2015
  • Craig Flury Wins Five Star Wealth Manager Award for the 5th consecutive year - 2017
  • Craig Flury 2019 Best-In-State Wealth Advisors- Forbes
  • Adam Williams 2019 Best-In-State Wealth Advisors- Forbes

Giving Back

We are passionate about giving back to the community and believe in helping individuals and organizations who are less fortunate.

The Flury Williams Group is proud to support the following organizations:

American Heart Association
Athletes Serving Athletes
Autism Speaks
Baltimore Children’s Museum
Baltimore Symphony Orchestra
Baltimore Animal Rescue and Care Shelter
Boys Hope Girls Hope Baltimore
Clemson University
Cure SMA supporting
Howard County General Hospital
Marriotts Ridge High School
National MS Society
Public Library of Annapolis
Severn School
The Heritage Fair
United Way of Central Maryland
Wounded Warrior Project
Zaching Against Cancer

    Location

    650 South Exeter St.
    Suite 1100
    Baltimore, MD 21202
    US
    Direct:
    (410) 736-5380(410) 736-5380

    Meet The Flury Williams Group

    About Me

    Adam leverages over 20 years of financial services industry experience to help our clients preserve, enhance and transfer their wealth in a manner that reflects their values and purpose. As a Family Wealth Director, he is well-versed in advanced wealth management strategies designed to create unique and welcome opportunities for our clients and their families. He has been a member of Morgan Stanley’s Masters Club every year since 2010. Adam earned his Bachelor of Science degree from Clemson University. Actively involved in the community, he is a sponsor of the Baltimore Symphony Orchestra (BSO), a member of the BSO’s Planned Giving Advisory Council, and a coach for the Green Hornets basketball and soccer programs. He resides in Severna Park, Maryland, with his wife and two children.
    Securities Agent: TX, MD, WV, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MN, MI, ME, MA, LA, KY, KS, IN, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1295560

    About Me

    With more than 20 years of experience in the financial services industry, Craig is dedicated to helping families, executives, small business owners and other successful individuals achieve their financial goals. He focuses on creating integrated wealth management strategies that are tailored to each client’s unique needs. Craig has been a member of Morgan Stanley’s Masters Club every year since 2010. He earned his Bachelor of Science degree from Washington College. An involved member of the community, Craig is a sponsor of both the Howard Community College Veterans Scholarship Program and Marriotts Ridge High School athletics and club programs. He also coaches the Howard County Youth Program’s basketball and lacrosse teams and the Mount View Middle School JV basketball team. He resides in Howard County with his wife and three children.
    Securities Agent: TX, MD, WV, WA, VA, UT, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MN, MI, ME, MA, LA, KY, KS, IN, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1321571

    About Me

    With over 15 years of experience in the financial services industry, Joe believes in the fundamental importance of evaluating a client’s full financial picture to best align their resources with their goals. A lifelong resident of Maryland, Joe earned his Bachelor of Science in Finance from the University of Maryland at College Park and currently lives in Carroll County with his wife and two sons.
    Securities Agent: TX, MD, WV, WA, VA, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MN, MI, ME, MA, LA, KY, KS, IN, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1297785

    About Me

    Bill utilizes his more than five years of experience in the financial services industry to help individuals and businesses realize and achieve their financial goals. He is committed to fostering long-term relationships built on quality of trust and service. Whether financial and longevity planning, college funding, insurance protection, or general wealth accumulation; he stresses the importance of every step in the planning process by tailoring each plan to suit the particular individual. Bill earned his Bachelor of Science degree from Johns Hopkins University. Born and raised on Long Island, he currently resides in Baltimore, which he has called home for the past 10 years.
    Securities Agent: MD, WV, WA, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NC, MN, MI, ME, MA, LA, KY, KS, IN, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1832971

    About Me

    Paige has been at Morgan Stanley for 6 years, with experience in foreign currency operations, wealth management client service, business development, and team operations. She holds a Bachelor of Science degree with a Concentration in Finance from Towson University, and a Masters of Business Administration from Loyola University Maryland. She is both Series 7 and 66 licensed and maintains an Life and Health license. Recently married, she resides in Catonsville, Maryland, with her husband.
    From Our Team

    Global Investment Committee Weekly


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact The Flury Williams Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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    9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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    12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    14Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    15Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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