Our Story
Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Robert Jeffrey
Director – Wealth Management
Financial Advisor
Senior Portfolio Manager
Bob Jeffrey has been a licensed investment professional for more than 25 years. Bob concentrates on portfolio management. Bob is committed to long-term relationships and strives to deliver excellent advice and service to clients.
Bob is active in the community, serving on the Board of Directors for the Horizon Foundation, Howard Community College Educational Foundation. Bob is also active in Leadership Howard County.
An alumnus of John Hopkins University and an avid golfer, Bob has been married to his wife Bach for more than 20 years. He has two sons- Alex, a student at Washington University in St. Louis, and Zach, a student at McDonogh School. The Jeffrey’s live in Columbia.
Bob is active in the community, serving on the Board of Directors for the Horizon Foundation, Howard Community College Educational Foundation. Bob is also active in Leadership Howard County.
An alumnus of John Hopkins University and an avid golfer, Bob has been married to his wife Bach for more than 20 years. He has two sons- Alex, a student at Washington University in St. Louis, and Zach, a student at McDonogh School. The Jeffrey’s live in Columbia.
Jason Chamberlain, CFP®
Vice President – Wealth Management
Financial Advisor
Portfolio Manager
Jason Chamberlain has been with Smith Barney since February of 2006. He started out his career as a Legg Mason Wood Walker intern more than 10 years ago while a student at the University of Maryland Baltimore County, where he earned his BA in economics. In 2003, he earned the CERTIFIED FINANCIAL PLANNER™ certification.
When not working as president of the UMBC Alumni Association, Jason enjoys playing tennis and golf, as well as running the occasional marathon. Jason and his wife Becky live in the Federal Hill neighborhood in Baltimore.
Brent Hawk
Second Vice President – Wealth Management
Financial Advisor
Portfolio Manager
Brent Hawk served in the U.S. Army and earned two Army Achievement Medals before joining the team in 1999. He earned his BS in finance from Penn State University.
Brent is involved in Leadership York.
Brent commutes from York, Pennsylvania where he lives with his wife Nicole and his step-daughter Gabriella.
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Citigroup Inc. 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.
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.
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.
