RS Will Wealth Management Elevates Three to Partner Status
RS Will Wealth Management Elevates Three to Partner Status
Firm strengthens leadership and reinforces its commitment to delivering personalized, client-focused financial guidance
RS Will Wealth Management has reached a significant milestone, announcing the appointment of Josh Donofry, Frank Jarboe, Sr., and Steven Wilson as new partners. Their leadership and dedication have played a vital role in the firm’s success, and this recognition underlines their importance to the firm's future trajectory.
This momentous occasion reflects RS Will's ongoing commitment to adapting to its clients' evolving needs. By aligning with its tradition of excellence, the firm aims to continue providing tailored solutions that support clients in achieving their financial aspirations. The firm’s esteemed Senior Partners, including William M. Coffey, CFP®, Mark A. Mayer, CFP®, Paul J. McArthur, CPFA®, CRPS®, AAMS®, and M. Alexandra Kelly, MBA, CFP®, will persist in steering the firm as they welcome the new partners into leadership roles.
Meet the New Partners
Josh Donofry, CIMA®
Josh Donofry has been a valued member of the team for a decade and has established strong, lasting relationships with clients. Over the years, his responsibilities have broadened significantly, and he now holds the position of Portfolio Manager and Chair of the Investment Committee. In this role, Josh engages in thorough market research and offers investment insights that empower the financial advisors and reinforce client strategies.
Frank Jarboe, Sr, CFP®
With over 12 years of experience, Frank Jarboe, Sr. excels at building deep connections with individuals, families, and business proprietors at every stage of their financial journey. His over five years of tenure with RS Will have proven instrumental in fostering strong ties with the firm’s clients.
Steven Wilson, CFP®, CRPC®
Steven Wilson brings more than 11 years of industry expertise, including nearly four years with RS Will. He is dedicated to assisting individuals, families, and business owners, offering clarity and confidence in their financial decisions.
The addition of these new partners positions RS Will Wealth Management for sustained success while maintaining its tradition of excellence and personalized financial guidance.
About RS Will Wealth Management
RS Will Wealth Management is an independent financial planning firm located in Frederick, serving individuals, families, entrepreneurs, and sports professionals across more than 42 states. The firm recognizes that every financial journey is unique and operates under the principle: "The genuine care of our clients and their families is our highest mission." Delivering service steeped in trust, excellence, and discretion, the team leverages their decades of expertise to offer a collaborative, personalized approach that helps clients simplify complexities, adapt to changes, and achieve enduring financial wellness.
Frequently Asked Questions
What is RS Will Wealth Management?
RS Will Wealth Management is an independent financial planning firm offering personalized financial guidance to clients across the U.S.
Who are the newly appointed partners?
The new partners are Josh Donofry, Frank Jarboe, Sr., and Steven Wilson, all of whom have made significant contributions to the firm.
What are the firm’s core principles?
The firm prioritizes genuine care for their clients, emphasizing trust, excellence, and discretion in all relationships.
What types of clients does the firm serve?
RS Will Wealth Management serves individuals, families, business owners, and sports professionals.
How long has Josh Donofry been with RS Will?
Josh Donofry has been a part of RS Will for 10 years, growing into significant roles within the firm.
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