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Financial Advisors
6230 Old Dobbin Lane
Suite 100
Columbia, MD 21045
Suite 100
Columbia, MD 21045
tel: 443-259-3027
toll free: 888-318-5344
fax: 410-872-2985
toll free: 888-318-5344
fax: 410-872-2985
l - r: Stephen Hord, Jamie Waldren, Michael Lawrence
Group Details
Jamie Waldren, CFP®
Senior Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 443-259-3025
toll free: 888-318-5344
fax: 410-872-2985
Professional Details
- Morgan Stanley Smith Barney*
- Legg Mason
- CERTIFIED FINANCIAL PLANNER™
- Series 6, 66, 65, 7, 8 and 31
- Maryland Insurance License
- Financial Planning Association of Maryland
- United Methodist Church Foundation Baltimore Washington Conference
Vice Chair Investment Committee
Board of Directors - Columbia Jaycees
Past President - Leadership Howard County Class of 2000
Graduate - 17 Years Experience in the Financial Services Industry
- Association for Corporate Growth Maryland Chapter
Director of Membership
Jamie Waldren, CFP® is licensed in the following state(s): AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI, WV
Michael Lawrence, CFP®
First Vice President - Wealth Management
tel: 443-259-3026
toll free: 888-318-5344
fax: 410-872-2985
Professional Details
- 10 Years Experience in the Financial Services Industry
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 65, 4 & 31 Licensed
- Life & Health Insurance Licensed
Michael Lawrence, CFP® is licensed in the following state(s): AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VI, WA, WI, WV
Stephen A. Hord
Registered Client Service Associate
tel: 443-259-3027
fax: 410-872-2985
Professional Details
- Series 7, 66
- Financial Planning Associate
- 10 Years Experience
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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