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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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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.

Jamie Waldren, CFP®
Senior Vice President - Wealth Management
Financial Planning Specialist

Mr. Waldren is a Senior Partner of The Waldren Group and Vice President – Wealth Management located in Columbia, Maryland. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and focuses his services in Comprehensive Wealth Management, for family owned business, corporate executives, professionals, and individuals.

He has spoken before various business, professional, and civic groups on Estate & Trust Planning, Financial Planning, Retirement & Investment Planning, and has authored numerous articles related to his area of practice.

Mr. Waldren main goal for is to simplify and enhance his clients financial lives using the resources of a global financial firm in one exclusive relationship. He works with a team of estate & trust attorneys and CPA’s and other professionals assisting clients in resolving complicated and substantial estate & financial planning issues.

Mr. Waldren holds the following securities licenses, including:
     • Series 6, 66, 65, 7, 8 and 31
     • Maryland Insurance License

Qualifications and Experience:
     • 17 years experience as a Financial Advisor
     • Retirement Plan Consultant
     • Wealth Management Specialist
     • CERTIFIED FINANCIAL PLANNER™ practitioner

Memberships and Affiliations:
     • Active Financial Planning Association of Maryland
     • Active Member Association for Corporate Growth 
     • Current Vice Chair Investment committee and Board of Directors of the Stewardship Conference & Foundation of the
       United Methodist Church Baltimore Washington Conference
     • Past President Columbia Jaycees
     • Past Board member Candlelight Concert society
     • Past committee member of the Howard Community College Grand Prix Board
     • Graduate or Leadership Howard County

Michael Lawrence, CFP®
Financial Advisor

     • 10 years investment advisory experience
     • Member Pace Setters Club
     • B.S. in Finance, East Carolina University, Cum Laude 
     • Licenses Series 7, 63, 65, 4 and 31 as well as state life and health

Responsibilities & Duties:
     • Advises existing clients on portfolios diversification and asset allocation strategies,
     • Estate and financial planning strategies
     • Manages 401(k)plans for the team 
     • Sales and marketing manager for the team.

Stephen A. Hord
Registered Client Service Associate

    • 10 years experience in the securities industry 
    • Registered Series 7 & 66 with the NASD

Duties & Responsibilities:
     • Manages all administrative and client service functions for the team

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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