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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
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In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
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
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
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.
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.
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