Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

650 South Exeter St.
Suite 1100
Baltimore, MD 21202
US
Direct:
(410) 736-5308(410) 736-5308
Toll-Free:
(800) 837-5833(800) 837-5833
Fax:
(443) 965-9322(443) 965-9322

Meet The Ford Group

About Me

54 Years of Investment Industry Experience

Named One of the Best Ten Stockbrokers in the 1992 Book, The Winner's Circle by R. J. Shook & Robert L. Shook



Board of Directors of Legg Mason (NYSE:LM)
Former Member

Subject of Articles in National and Local Publications Including --
USA Today, Money, Registered Representative, The Baltimore Sun, Warfield's Magazine & Baltimore Business Journal
Securities Agent: TX, MD, FL, WV, VA, SC, PA, OR, OK, OH, NY, NJ, NC, MT, MO, MA, IL, GA, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative

About Me

25 Years of Investment Industry Experience

BS - Business
University of North Carolina
Chapel Hill, NC

CERTIFIED FINANCIAL PLANNER™
Securities Agent: TX, MD, WY, WV, WA, VT, VA, SC, PA, OR, OK, OH, NY, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MA, LA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1272809
CA Insurance License #: 0E47788

About Me

22 Years of Investment Industry Experience

Previous Career in Commercial Real Estate

BA - Speech Communications
University of North Carolina
Chapel Hill, NC
Securities Agent: MD, WV, WA, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NJ, NC, MT, MO, MA, LA, KS, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1288040

About Me

26 Years of Investment Industry Experience

Assists the Group in Managing Clients' Portfolios, Conducts Periodic Reviews of Companies' Financial Statements as well as Analyst Research Reports from Third Party Wall Street Firms

BS - Business Administration
Susquehanna University
Selinsgrove, PA

Responsible for structuring personalized financial plans for clients

CERTIFIED FINANCIAL PLANNER™ ™ since 2001

About Me

29 Years of Investment Industry Experience

AA Business Administration
The Community College of Baltimore County - Essex
Baltimore, MD

Series 7 & 66 Licensed

About Me

35 Years of Investment Industry Experience

BS Business Administration, Concentration in Advertising
The University of Baltimore
Baltimore, MD

MS Business, Concentration in Marketing
The University of Baltimore
Baltimore, MD

Series 7 & 66 Licensed
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Ford Group today.
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