The Jeffrey | Chamberlain Group at Morgan Stanley

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The Jeffrey | Chamberlain Group

OUR MISSION STATEMENT

Personalized advice to help make wise financial decisions

Our Story and Services

Our Story

Our mission is to help our clients make wise financial decisions.  Whether you are an individual or an organization, you have a unique situation.  We will work with you to develop a customized investment strategy to help grow, preserve and distribute your wealth.  Your goals become our focus, and achieving them – with expense controls, risk controls and tax-efficiency - becomes a commitment that we share.

The Jeffrey|Chamberlain Group is a six person team of dedicated advisors and associates.  We work with families, qualified retirement plans and non-profit organizations.  We offer clients a high level of responsive service and have enjoyed decades long relationships with many.  Morgan Stanley’s vast resources help us adjust to changing market conditions and attend to new objectives as they arise.

Services Include

  • 529 Plans
  • Alternative Investments
  • Annuities
  • Cash Management
  • Endowments and Foundations
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Philanthropic Services
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

DISCOVERY MEETING:  Call or email our office and we will set up a short meeting, by phone or face-to-face, to learn more about you.  We will discuss your goals, investment objectives, current financial situation and more.  If you decide to work with us we will provide a checklist of what we will need to move forward.

DEVELOP FINANCIAL PLAN & INVESTMENT PROPOSAL:

We will:
• Analyze your current investments and financial situation
• Review and prioritize your life goals
• Develop strategies to meet your goals and preserve your assets for future generations

We will craft an investment strategy that meets your cash flow requirements and required rate of return, while also managing risk, expenses and taxes.

IMPLEMENTATION:  Our client services associates will help you through the implementation process of opening, funding and/or transferring your accounts.  In addition they will help you maximize the benefits your Morgan Stanley relationship which may include cash management arrangements, online access and bill pay, account aggregation services,  and our Reserved® client rewards program.

ONGOING REVIEW: Once the accounts are opened and the investments are in place, we review the accounts internally regularly.  We also expect to meet with you periodically to do an intensive review and evaluation.  Of course if you ever have any questions, you can send us an email or give our office a call anytime for immediate assistance.

Community Involvement

Community Involvement

Philanthropy has long been a great part of our clients’ financial plans over the years.  The Jeffrey|Chamberlain Group at Morgan Stanley also enjoys doing our part in promoting it through volunteering and doing professional advisory work for many local non-profit organizations. 

Below is a list of organizations we currently support and/or advise:

American Heart Association
Arms Control Association
Baltimore Montessori Public Charter School
Catholic Charites - Baltimore
Columbia Festival of the Arts
Community Foundation of Howard County
Grassroots Crisis Intervention Center
Hopewell Cancer Support Center
Howard Community College
Howard County Arts Council
Howard County Conservancy
Howard County Estate Planning Council
Howard County General Hospital
Independent Dialysis Foundation
Institute of Notre Dame
Leadership Howard County
University of Maryland Baltimore County

Location

Location

  • 650 South Exeter St. Suite 1100
  • Baltimore, MD 21202


    Meet The Jeffrey | Chamberlain Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Jeffrey | Chamberlain Group today.

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