Louis Ulman

Q: What is Louis Ulman email address?

Email Louis Ulman at ljulman@attbi.com and lulman@wms-partners.com. This email is the most updated Louis Ulman email found in 2026.

Q: How to contact Louis Ulman?

To contact Louis Ulman send an email to ljulman@attbi.com or lulman@wms-partners.com. If you want to call Louis Ulman try calling on +13019925264 and +14435065006.

Partner and Senior Consultant at WMS Partners, LLC | Columbia, Maryland, United States

About Louis Ulman

Louis Ulman serves as a Partner and Senior Consultant at WMS Partners, LLC, where he leverages over four decades of experience as a trusts and estates attorney to provide unparalleled wealth-planning and family-legacy advice. Since joining WMS in 2017 as a Senior Strategist, Louis has been instrumental in guiding families through the complexities of financial planning, succession planning, and asset protection. His extensive background in elder law, wills, trusts, and estate administration allows him to address the nuanced needs of clients, ensuring their legacies are preserved and their financial goals are met.

At WMS Partners, the largest independently owned fee-only wealth management firm in Maryland, Louis plays a pivotal role in assisting clients with their comprehensive wealth management needs. The firm operates on a fiduciary basis, acting as clients' Chief Financial Officer without the conflicts of interest that can arise from product sales or commissions. This commitment to transparency and integrity aligns perfectly with Louis's philosophy of putting clients' interests first.

Key projects that Louis has spearheaded include developing tailored estate plans for multi-generational families, implementing guardianship arrangements for vulnerable family members, and creating specialized plans for clients with special needs. His expertise not only enhances the financial security of families but also fosters a sense of peace of mind as they navigate the complexities of wealth management. Louis Ulman's dedication to his clients and his deep understanding of the intricacies of trusts and estates make him an invaluable asset to WMS Partners and the families he serves.

Louis Ulman Work

Partner and Senior Consultant at WMS Partners, LLC in January 2017 to Present

Principal Attorney at Offit Kurman, P.A. in March 2007 to December 2016

Partner at Hodes, Ulman, Pessin and Katz in January 1992 to January 2007

Louis Ulman Skills

Wealth Management

Financial Planning

Business Succession Planning

Frequently Asked Questions about Louis Ulman

What is Louis Ulman email address?

Email Louis Ulman at [email protected] and [email protected]. This email is the most updated Louis Ulman email found in 2026.

What is Louis Ulman phone number?

Louis Ulman phone number is +13019925264 and +14435065006.

How to contact Louis Ulman?

To contact Louis Ulman send an email to [email protected] or [email protected]. If you want to call Louis Ulman try calling on +13019925264 and +14435065006.

What company does Louis Ulman work for?

Louis Ulman works for WMS Partners, LLC

What is Louis Ulman's role at WMS Partners, LLC?

Louis Ulman is Partner and Senior Consultant

What industry does Louis Ulman work in?

Louis Ulman works in the Financial Services industry.