Our Story

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

6340 Quadrangle Drive
Ste 300
Chapel Hill, NC 27517
US
Direct:
(919) 960-5470(919) 960-5470

Meet The Fordham Group

About Me

Geoff holds the title of Portfolio Manager and brings over 17 years of investment experience to a range of clients that includes high net worth families, foundations, endowments, and pension plans. Geoff has extensive knowledge in portfolio design and is responsible for strategic portfolio management, asset allocation and portfolio optimization which guides the Fordham Group's disciplined investment process. He bridges the gap between clients' comprehensive financial plans and their investments. Geoff is a graduate of East Carolina University where he received his B.S. degree in Business Administration. Prior to joining the Fordham Group, Geoff founded several small businesses and enjoyed a highly successful career at a Fortune 500 company.
Securities Agent: NC, WV, WA, VA, TX, TN, SC, PA, OR, NY, NV, NJ, NH, MD, GA, FL, DC; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

Jessica has over 13 years of experience working with clients with complex financial planning needs and serves as the director of financial planning for The Fordham Group. She provides integrated wealth management strategies, focused in comprehensive financial, retirement, income tax and estate planning. Jessica has achieved the CERTIFIED FINANCIAL PLANNER certification which requires extensive education in the areas of Estate Planning, Financial Planning, Retirement Planning, Income Tax Planning, and Investment Planning. Additionally, she as been designated a Financial Planning Specialist by Morgan Stanley. Jessica is a graduate of North Carolina State University with a B.S. in Business Management and Concentration in Personal Finance.
Securities Agent: NC, WV, WA, VA, SC, PA, OR, NY, NJ, NH, GA, FL, DC, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1418873

About Me

Anne-Marie handles the administrative and operational needs of The Fordham Group's clients and is committed to providing a high level of service. Prior to joining the team in 2013, Anne-Marie was a Finance Manager at a local construction company and assisted customers in securing financing to fund their remodeling projects. Since 2013, Anne-Marie has become fully licensed by passing the Series 7 and Series 66 which allow her to better serve our clients by handling trade activity as needed.

Anne-Marie is the only non-North Carolina native on our team and came to the state in 2006 to attend college and never left. Anne-Marie is a graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Sociology and a minor in Chemistry. She currently serves as the President of the House Corporation Board for the UNC Chapter of Pi Beta Phi and is an active member of the Junior League of Durham and Orange Counties.

When not at work or volunteering, Anne-Marie can often be found reading on the couch with her husband and high school sweetheart, Sean, and their two cats Mona and Cooper. Anne-Marie loves to cook and will likely encourage you to purchase a pressure cooker if given the opportunity. Anne-Marie is also an avid Barre and Pilates enthusiast and is usually at a workout if not at her desk at lunch. She and Sean enjoy travelling and have recently been to Argentina, Uruguay, Hawaii, California, and Anne-Marie's homeland of Canada.
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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Sign Up for eDelivery

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Reserved | Living & Giving

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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.
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Your Financial World. On the Go.

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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.
Access Morgan Stanley Online

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Ready to start a conversation? Contact The Fordham Group today.
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