The White and Lord Group at Morgan Stanley

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The White and Lord Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Team Services

The White and Lord Group at Morgan Stanley was formed over 8 years ago at the beginning of “The Great Recession.”  Working as individual Financial Advisors, Tom and Adam realized there was never a time when individuals needed more help navigating the economic and investment landscape.  With a mandate to educate their clients in such a turbulent time, the team was able to double their practice within 6 years.  This has allowed the group to expand recently with the addition of an Associate Advisor, Benjamin LaManna, Portfolio Associate Jennifer Guthier and Registered Client Service Associate, Minnie Maurer.

As a Financial Planning group, the focus of the team is to create investment plans and recommendations  to help individuals and businesses reach their financial goals.  The financial plans cover cash flow needs, debt management, and risk assessment in addition to the direct management of investment assets.  Education and client events are still a core focus of the team and has helped differentiate themselves from the traditional advisor.

Services Include

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Asset Management
  • Corporate Pension Funds
  • Trust Accounts
  • Planning for Education Funding


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

Location

Location

  • 1350 Broadcasting Rd Ste 100
  • Wyomissing, PA 19610


    Community Involvement

    Community Involvement

    The White and Lord Group is very active in the community and works with the Olivet Boys and Girls Club, The Children’s Home of Reading, The Make-A-Wish Foundation, and The Opportunity House.  They also participate in the Habitat for Humanity program and are active in their local churches.  Tom's charitable dedication has recently been recognized by the firm’s corporate headquarters winning the Community Leadership Award.  He was also recognized by the Olivet Boys and Girls Club in May of 2015 where he was presented with the Champion of Youth Award. 

    Working With You

    Working With You

    Our relationship begins with learning more about you. 
    Here are our next steps:

    Complete the Morgan Stanley Financial Assessment to help us
    understand your:

            -Financial needs and investment preferences
            -Investment objectives, timeline, cash requirements
             and risk tolerance
            -Personal balance sheet of assets and liabilities

    From that conversation, we will explore other ways we may be able to
    help, and learn about your expectations of the services you will receive
    from Morgan Stanley.

    Determine the agenda for our next meeting and agree to a date and time.

    Events

    Events

    Meet The White and Lord 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

    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

    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

    Ready to start a conversation? Contact The White and Lord Group today.

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