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The Jeffrey Group
The Jeffrey Group
at Morgan Stanley Smith Barney
Financial Advisors
650 S Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5332
toll free: 800-837-5833
fax: 410-736-5499
Email Us
Welcome Meet Our Group Services
Welcome

The Jeffrey Group at Morgan Stanley Smith Barney provides investment management and financial planning to families, businesses, retirement plans, endowments and foundations.

Established in 1982, and now a team of six advisors and staff, The Jeffrey Group delivers customized investment strategies to manage, grow and preserve wealth for each client.  Our goal is to achieve a high level of investment performance, reduce risks, and control expenses in a tax-efficient manner.

Services include: investment management; financial planning; retirement planning; strategic and tactical asset allocation within model portfolios; investment manager searches, selection and monitoring; as well as total portfolio performance and style analysis.

With 60 years combined experience, we offer customized strategies for each client along with exceptional client service.
Services
  • Estate Planning
  • Endowments and Foundations
  • Corporations
  • Alternative Investments
  • Financial Planning
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • 529 Plans
  • Qualified Retirement Plans
  • Long Term Care Insurance
  • Cash Management
  • Women and Company®
  • Planning for Special Needs Individuals
  • Structured Products
  • Investment Policy Statements
  • 401k Rollovers
  • Insurance Services
  • Annuities
  • Life Insurance
Bulletin Board
  • Please contact us for a Complimentary Portfolio Review.
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • To learn more about us, our financial planning process, business and investment philosophy, please click on Our Story.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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