OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.
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.
Our relationship begins with learning more about you.
Here are our next steps:
Complete the Morgan Stanley Financial Assessment to help us
-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.
Thomas White is a Senior Vice President who has been working as a Financial Advisor at Morgan Stanley since 1994. He concentrates on developing investment strategies and portfolio management plans for high net worth individuals, business owners and professionals. Tom focuses on the overall investment recommendations for clients beginning with a full financial plan which covers cash flow needs, debt management and risk assessment. The financial plan, together with Morgan Stanley’s economic forecasts and client needs, leads to a customized investment plan. He has been named a 5-star advisor by Philadelphia Magazine in 2012, 2013 and 2014 and is a member of the prestigious Morgan Stanley Masters Club. His investment and advisory registrations include FINRA Series 7, 31, and 63 licenses and he holds Pennsylvania Life, Accident and Insurance licenses.
Tom is a graduate from the Katz School of Business at the University of Pittsburgh where he obtained dual major degrees in Business and Economics. He 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. This 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. He resides in Spring Ridge with his wife and two children.
Securities Agent: AK, CA, CO, DE, FL, GA, MA, MD, MI, NC, NJ, NV, NY, PA, SC, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Adam is a CERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst® as well as a Wealth Advisor, who focuses on estate and retirement planning strategies in addition to wealth accumulation and preservation strategies. He focuses on asset allocation models, financial plan integration, qualified plan distributions, and professional investment management. Adam primarily works with individuals to create personalized financial plans for clients and their families. He earned the CERTIFED FINANCIAL PLANNERTM (CFP®) designation in 2006 and continues to meet the requirements to hold the designation. He has also earned Morgan Stanley’s Wealth Advisor designation in 2009 and named a Portfolio Manager in 2011. Working with a Portfolio Manager gives clients direct access to the individual managing the investments within the account, something unavailable to most retail clients dealing with a portfolio of mutual funds. Recently, Adam completed the Yale School of Management and acquired his CIMA® designation.
His investment and advisory registrations include FINRA Series 7, 31, 63, and 65 licenses and he holds Pennsylvania Life, Accident and Insurance licenses.
Adam is a graduate of the E. Claiborne Robbins School of Business at the University of Richmond where he obtained a dual major degree in Finance and Economics. He joined Morgan Stanley in 2000 and has spent his entire professional career with the firm. He lives in the Reading area with his wife, daughter and son.
Securities Agent: AR, CO, DE, FL, GA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, PA, SC, TX, UT, VA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
Benjamin LaManna was welcomed to the White and Lord Group in 2015. Previously, Ben earned his series 7 securities license while working at Merrill Lynch, where he spent 3 years in their wealth management division. His investment experience had him working with small businesses and medical groups for Private Equity funding, 401(k) plan reviews and implementation and the use of alternative investments in retail investment accounts.
Ben is a Holy Name High School graduate and attended Saint Joseph’s University where he earned his BS in Business Administration and Finance. Ben and his wife, Britany, live in reading with their 2 dogs and cat. He enjoys playing golf, working out, hiking and mountain biking.
Securities Agent: CT, FL, MD, NC, NJ, PA; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
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