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The Waldren Group
at Morgan Stanley Smith Barney
Financial Advisors
6230 Old Dobbin Lane
Suite 100
Columbia, MD 21045
tel: 443-259-3027
toll free: 888-318-5344
fax: 410-872-2985
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l - r: Stephen Hord, Jamie Waldren, Michael Lawrence
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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
  • Business Succession Planning
  • Wealth Management
  • Corporate Retirement Plans
  • 401k Rollovers
  • Financial Planning
  • Retirement Planning
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  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, see Seminars and Events listed on the right-hand side of this web page.
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.
FEATURED REPORTS

100 Point Commentary (pdf)

On the Markets (pdf)

Global Investment Committee Monthly (pdf)
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Morgan Stanley Smith Barney
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