George R. Smith, QPFC, Financial Planning Specialist, Insurance Planning Director
First Vice President, Resident Manager, Financial Advisor
Phone:
(802) 772-3013(802) 772-3013
Morgan Stanley
Rutland Branch Office
You define success, we help you achieve it
90 Merchants Row
Rutland, VT 05702
US
Branch:
(802) 775-4371(802) 775-4371
Toll-Free:
(800) 628-2132(800) 628-2132
Branch Manager
George R. SmithPhone:
(802) 772-3013(802) 772-3013
About Morgan Stanley Rutland Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Legacy PlanningFootnote2
- Cash Management SolutionsFootnote3
- Traditional Investments
- Lending SolutionsFootnote4
- Saving for CollegeFootnote5
- Philanthropic GoalsFootnote6
- Insurance ServicesFootnote7
- Long-term Care InsuranceFootnote8
- Investing with ImpactFootnote9
- Succession PlanningFootnote10
- Alternative InvestmentsFootnote11
Our Team at Morgan Stanley Rutland Branch
Christine Corbin, QPFC, Financial Planning Specialist
Financial Advisor
Phone:
(802) 772-3021(802) 772-3021
Robert Stedman
Financial Advisor
Phone:
(802) 772-3017(802) 772-3017
Jenna T. Hall
Registered Client Service Associate
Phone:
(802) 775-4371(802) 775-4371
Heidi Chamberlain
First Vice President, Financial Advisor
Phone:
(802) 772-3012(802) 772-3012
About George R. Smith
George has been with Morgan Stanley for over 19 years and has over 31 years’ experience in the industry advising clients. George is the Resident Manager of the Rutland VT office, Financial Advisor, Financial Planning Specialist, lead advisor and founder of the Smith Corbin Group. After graduating with a bachelor’s degree in economics, George started to explore the world of finance working on Wall Street in New York with Shearson Lehman Brothers. It was there that he found one of his true passions in life, helping clients navigate the vast and complex world of capital markets. George grew up in Cape May New Jersey, and presently lives in Rutland Vermont. He spends time away from the office enjoying many of the outdoor activities available in Vermont and New England. Lake George has become one of his favorite summer retreats where he spends time with his four children and family.
CA Insurance License #: OM82135
About Heidi Chamberlain
Heidi Chamberlain is a First Vice President and Financial Advisor at Morgan Stanley. Prior to joining Morgan Stanley, Heidi worked in NYC in the Institutional Equity business at Lehman and Deutsche Bank, and then Barclays Wealth which was acquired by Stifel in 2015. Heidi has worked with some of the largest institutions, pensions, foundations, and endowments in addition to individuals and family offices. She has amassed nearly 28 years of financial experience and possesses a deep knowledge of various financial markets including Private Equity. Heidi’s clients range from busy professionals to retirees. Working with Heidi Chamberlain is about more than just building a portfolio. It’s about understanding your financial goals, motivation, and how you envision your legacy. Heidi will take the time to get to know who you are and where you’re headed to develop a sound financial strategy.
Heidi is a graduate of the University of Vermont and holds various licenses including Series 7, 63, and 65 and Insurance licenses. Heidi is community and service minded, she served as chair of the Finance Committee on the board of the Vermont Land Trust for nearly a decade. When not working or volunteering, she is an avid indoor cycling enthusiast, an eager gardener, and a decent amateur chef. Heidi and her husband are also very active with hockey, soccer, lacrosse, and skiing with their 2 children.
Heidi is a graduate of the University of Vermont and holds various licenses including Series 7, 63, and 65 and Insurance licenses. Heidi is community and service minded, she served as chair of the Finance Committee on the board of the Vermont Land Trust for nearly a decade. When not working or volunteering, she is an avid indoor cycling enthusiast, an eager gardener, and a decent amateur chef. Heidi and her husband are also very active with hockey, soccer, lacrosse, and skiing with their 2 children.
Interested in a Career at Morgan Stanley?
Financial Advisors
Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next level—and provide confidence to your clients.
Experienced Professionals
Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way.
Branch Address
90 Merchants Row
Rutland, VT 05702
US
Branch:
(802) 775-4371(802) 775-4371
Toll-Free:
(800) 628-2132(800) 628-2132
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024