Executive Director, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(410) 736-5308(410) 736-5308
The Ford Group at Morgan Stanley
Direct:
(410) 736-5308(410) 736-5308
Toll-Free:
(800) 837-5833(800) 837-5833
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Relatable. Legacy Focused. Deep Industry knowledge. Forward thinking. Multi-generational Advisory team. At The Ford Group, our number one objective is to help you define and meet your financial goals. To achieve this, we are committed to learning about your overall financial situation and identify appropriate investment strategies and solutions. By delivering a customized array of resources, we strive to develop a plan that works towards what you want to achieve, securing your financial future.
Our team offers a rare breadth of talent, and a wide range of skills. You'll have access to some of the world's most seasoned investment professionals, a premier trading and execution platform, a full spectrum of investment choices, and world class service. The members of our wealth management group hold a variety of reputable designations and with over 100 years of combined experience, working together to deliver a truly comprehensive wealth management offering, customized to your needs.
At the Ford Group, we only succeed when you achieve your financial wealth goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
Here with The Ford Group at Morgan Stanley, we are your dedicated wealth management team. Our role is to tailor a holistic financial strategy which fits your needs. Through our vast experience of working with clients, we have developed a step-by-step approach to provide a personalized service.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items & Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are bring met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
OUR SERVICES
At The Ford Group, we are dedicated to serve our clients by tailoring bespoke strategies to help meet our clients' unique needs, leveraging targeted processes, and offering an array of comprehensive services.
Professional Portfolio Management
As seasoned financial advisor team, we provide experienced portfolio management by closely monitoring global trends, market insights, and leveraging our firm's resources and experience to craft customized strategies and strive to ensure that our clients' investments are poised for success, adapting to ever-changing market dynamics to achieve your financial goals.
Learn More About Portfolio Management Services
Wealth Management
At Morgan Stanley Wealth Management, we
offer access to extensive resources, combined with our capabilities, that gives us the means to support your goals at every life stage. We provide a range of strategies to help meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex end portfolios require.
Learn More About Wealth Management Servicesoffer access to extensive resources, combined with our capabilities, that gives us the means to support your goals at every life stage. We provide a range of strategies to help meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex end portfolios require.
Retirement Planning
At Dockside Group, we are dedicated to assist you in developing comprehensive retirement plan and crafting an estate planning strategy designed to help preserve, manage, and distribute your assets during and after your lifetime, while managing your tax implications. We also assist with employment retirement plan i.e. 401(k) plan curated based on your personal objectives with a collaboratively designed tailored plan.
Learn More About Retirement Planning
401(k) Rollovers
As your dedicated Financial Advisors, we are committed to helping our clients navigate the complexities of a 401(k) rollovers to ensure that your hard earned money is secure and optimized. We use comprehensive analysis of your personal financial standing and objectives to compare tax-efficient rollover options and asset consolidation. We continue to monitor your assets to help your money work for you.
Learn more about 401(k) Rollovers
Planning for Education
A 529 account can offer a versatile and tax tax-advantaged option to create a path for success for your loved ones. 529 plan can help both reduce the income taxes on your investments and the taxable value of your estate for federal estate tax purposes. The combination of income tax free growth and withdrawal potential, estate tax benefits, attractive continuous-control features, and versatility to address circumstances as they arise make 529 plans an education investment vehicle of choice.
Disclosure:
The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences. Investors can obtain a 529 Plan Program Disclosure from their Financial Advisor and should read it carefully before investing. Investors should also consider whether tax or other benefits are only available for investments in your home state 529-college savings plan.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Disclosure:
The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences. Investors can obtain a 529 Plan Program Disclosure from their Financial Advisor and should read it carefully before investing. Investors should also consider whether tax or other benefits are only available for investments in your home state 529-college savings plan.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
Cash Management and Lending Solutions
Morgan Stanley offers a comprehensive approach to wealth management -- we provide investment advice and create lending solutions that may meet your financial needs. Whether you want to buy a home, finance a tax obligation, expand your business or have other borrowing needs, your Financial Advisor and team of specialists can work with you to determine appropriate lending strategies to help you achieve your goals.
Disclosure:
Morgan 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
Learn More About Lending ServicesDisclosure:
Morgan 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
Modern Wealth Management Tools
Morgan Stanley's comprehensive suite of digital tools that are designed to enhance every aspect of your financial portfolio. Here are a few examples of the many Modern Wealth Management resources that are offered to our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) offers a suite of features and services that allow you to manage your everyday finances from one place. Everything accessible under one platform to assist staying on top of all your financial accounts.
Click Here To Login or Register for Morgan Stanley Online
Online Security Center
At Morgan Stanley, we value safeguarding your assets and personal information from outside threats. We encourage to read about our security measures and the use of our resources to protect you.
Learn More About Our Security Measures
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll TodayPortfolio Risk Platform
Our Portfolio Risk Platform is powered by Blackrock's Aladdin engine, a risk management platform that provides comprehensive risk estimation and reporting from a holistic view of your portfolio.
Learn More About Managing Your Risks
LifeView Intelligent Planning
LifeView is a suite of planning tools that include goal
specific analysis that we can use with our clients to
create a realistic, integrated strategy that incorporates
the various aspects of an individuals financial life,
including investments and cash management needs. Fill
out the questionnaire to get started on creating a
personalized strategy to achieve your long-term goals
Complete The Questionnairespecific analysis that we can use with our clients to
create a realistic, integrated strategy that incorporates
the various aspects of an individuals financial life,
including investments and cash management needs. Fill
out the questionnaire to get started on creating a
personalized strategy to achieve your long-term goals
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Learn More About Digital VaultCYBERSECURITY RESOURCE CENTER
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.
The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Family Office Cybersecurity
Family Offices can be quite vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.
Cloud Computing
As companies accelerate the move toward cloud computing, cybersecurity challenges have unequivocally intensified. Learn how two key software markets are poised to converge to mitigate new threats.
Protecting your Smart Device
Smart devices, we can't live without them. They know our voices, our search history, and much more. This can present security risks. Here's how to protect yourself:
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Cryptocurrency Scams
Cryptocurrency is attracting quite a bit of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams that are being perpetrated by fraudsters.
Cybersecurity for College Students
College students may not be too concerned about being a target for hackers. Find out why cybercriminals may prey on students and how they can protect themselves.
Protecting your Digital Footprint
Worried about how much of your personal information is available online? See how you can manage your digital footprint.
Phone Security
You likely spend more time each day on your smartphone than on your computer, but do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
Location
1201 Wills Street
Ste 700
Baltimore, MD 21231
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
Harry M Ford III
Senior Vice President, Financial Advisor
Phone:
(410) 736-5307(410) 736-5307
Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®
Phone:
(410) 736-5310(410) 736-5310
Eric S. Walker, Certified Financial Planner
Vice President, Director of Business Strategy
Phone:
(410) 736-5309(410) 736-5309
Sherry A. Hohman
Senior Registered Associate
Phone:
(410) 736-5313(410) 736-5313
D. Lynn Brilhart
Senior Registered Associate
Phone:
(410) 736-5315(410) 736-5315
About Mitchell F Ford
30 Years of Investment Industry Experience
BS - Business
University of North Carolina
Chapel Hill, NC
CERTIFIED FINANCIAL PLANNER™
BS - Business
University of North Carolina
Chapel Hill, NC
CERTIFIED FINANCIAL PLANNER™
Securities Agent: WV, KS, NH, MO, NY, VA, PA, WY, WI, WA, VT, UT, TX, SC, OR, OK, OH, NV, NM, NJ, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, RI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272809
CA Insurance License #: 0E47788
NMLS#: 1272809
CA Insurance License #: 0E47788
About Harry M Ford III
25 Years of Investment Industry Experience
Previous Career in Commercial Real Estate
BA - Speech Communications
University of North Carolina
Chapel Hill, NC
Previous Career in Commercial Real Estate
BA - Speech Communications
University of North Carolina
Chapel Hill, NC
Securities Agent: OK, KS, OR, NV, MD, IL, GA, SC, NY, MS, DE, AZ, VA, RI, MO, LA, KY, WA, MT, AL, TX, OH, NC, MA, FL, PA, DC, CO, WV, NJ, WI, MI, ME, CT, CA, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288040
NMLS#: 1288040
About Me
Patrick Hutchinson joined the financial services industry in January 2014. He takes pride in developing strategic and trusted long-term relationships and is highly motivated to make a meaningful difference in clients’ lives. Patrick strives to embrace technology, enjoys a collaborative team approach, and helps clients stay focused on the financial goals they want to achieve.
He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, which is one of the most highly regarded certifications within the financial planning industry. He is also holds his FINRA Series 7 and 66 securities registrations, as well as the Maryland Life & Health Insurance License.
Patrick earned a bachelor’s degree from the University of Maryland in 2010 where he was a member of the men’s varsity lacrosse team. He grew up in Baltimore, MD and attended Loyola Blakefield.
Patrick lives in Annapolis with his wife, Molly, and their daughters Regan & Miller . He is actively involved in the community having coached several youth teams. In his free time, Patrick enjoys spending time with his family and friends and enjoying everything the area has to offer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CRC 5288557 12.2022
He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, which is one of the most highly regarded certifications within the financial planning industry. He is also holds his FINRA Series 7 and 66 securities registrations, as well as the Maryland Life & Health Insurance License.
Patrick earned a bachelor’s degree from the University of Maryland in 2010 where he was a member of the men’s varsity lacrosse team. He grew up in Baltimore, MD and attended Loyola Blakefield.
Patrick lives in Annapolis with his wife, Molly, and their daughters Regan & Miller . He is actively involved in the community having coached several youth teams. In his free time, Patrick enjoys spending time with his family and friends and enjoying everything the area has to offer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CRC 5288557 12.2022
Securities Agent: MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, RI, WY, WV, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 841595
NMLS#: 841595
About Eric S. Walker
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
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 Sherry A. Hohman
29 Years of Investment Industry Experience
AA Business Administration
The Community College of Baltimore County - Essex
Baltimore, MD
Series 7 & 66 Licensed
AA Business Administration
The Community College of Baltimore County - Essex
Baltimore, MD
Series 7 & 66 Licensed
About D. Lynn Brilhart
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
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
Contact Mitchell F Ford
Contact Harry M Ford III
Contact Patrick Hutchinson
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Ford Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
