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The Sierra Group
The Sierra Group
at Morgan Stanley Smith Barney
Consulting Group
171 Monroe Ave NW
Suite 800
Grand Rapids, MI 49503
tel: 616-242-5411
toll free: 800-945-8575
fax: 616-771-6099
Email Us
Group Details
Steven G. Chapman, CFP
Steven G. Chapman, CFP®
Senior Vice President - Wealth Management
Senior Portfolio Management Director
Financial Planning Specialist
tel: 616-242-5411
toll free: 800-945-8575
fax: 616-771-6099
steven.g.chapman@smithbarney.com
Professional Details
  • 1982 - present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Portfolio Management Director
    CERTIFIED FINANCIAL PLANNER™
    Grand Rapids, MI
  • 1977 - 1982: Automotive OEM
    Vice President of Finance
    Grand Rapids, MI
  • 1970 - 1977: Chapman, Davis & Chapman
    Senior Partner
    Grand Rapids, MI
  • CERTIFIED FINANCIAL PLANNER™
    College for Financial Planning
  • Portfolio Management Program
    Smith Barney
  • University of California Los Angeles
    University of Michigan Ann Arbor
  • Series 3 - National Commodity Futures
    Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Life & Variable Annuity Insurance Licensed
  • CFA Institute
  • The Financial Planning Association
    Member
  • The Society of Financial Service Professionals
    Member
Steven G. Chapman, CFP® is licensed in the following state(s): AL, AZ, CA, CO, DE, FL, IL, IN, MI, MO, NC, OH, SC, TN, TX, VA, WA
Gregory M. Chapman, CPWA
Gregory M. Chapman, CPWASM
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
tel: 616-771-6044
toll free: 800-378-2217
fax: 616-771-6099
gregory.m.chapman@smithbarney.com
Professional Details
  • 2003 - present: Morgan Stanley Smith Barney*
    Investment Management Specialist /
    Financial Advisor
    Chartered Private Wealth AdvisorSM
    Financial Planning Specialist
    Grand Rapids, MI
  • 1997 - 2003: Unisys
    Global Account Manager
    Plymouth, MI
  • 1995 - 1997: Gainey Corporation
    Grand Rapids, MI
  • 1992 - 1995: Small Business Owner
    Petoskey, MI
  • Education:
    University of Chicago Graduate School of Business
    Chicago, IL
    Western Michigan University
    Kalamazoo, MI
  • Portfolio Management Program
    Smith Barney
  • Investment Management Specialist Designation
  • Financial Planning Specialist Designation
  • Chartered Private Wealth AdvisorSM - IMCA
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Accident, Health, Life & Variable Contracts Insurance Licensed
  • Associations:
    Novi Parks & Recreation
    Volunteer Youth Soccer Coach
    Novi Chamber of Commerce
    Vice Chairman, 2008 - 2009 Board of Directors
    Novi Pulse
    Producer and Host
    Investment Management Consultants Association - IMCA
    Member
Gregory M. Chapman, CPWASM is licensed in the following state(s): CA, FL, IL, MI, MO, NY
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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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