Our Story

The Lemaster Group works with individuals and entities. We recognize that each of our clients have unique lifestyle expectations, cash flow needs, investment objectives, and risk tolerance. We strive to understand their needs and offer customized solutions in all areas of their financial life.We utilize the intellectual capital of Morgan Stanley to help navigate our clients through the complexities of the markets and keep them focused on their long term objectives. We pride ourselves on offering the highest level of client service and being a first point of contact. Our business was built and continues to grow one investor at a time.  The needs of those investors and the quality of the service they receive are always at the forefront of our daily business. We value the confidence that has been placed in us and thank our clients for their business.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Endowments and Foundations2
  • Annuities3
  • Estate Planning Strategies4
  • Financial Planning5
  • Long Term Care Insurance6
  • Professional Portfolio Management7
  • Sustainable Investing8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The Lemaster Group works closely with each client to understand their investment goals and lifestyle. Our clients can expect that they will receive objective, transparent and fair investment advice. We will always put our clients' interests first and deliver the full intellectual resources and planning capabilities that Morgan Stanley offers.

    Our Clients

    Our practice consists of helping families, non-profit foundations and endowments. We create a customized plan for each of our clients, whether they are planning for college, buying a home, funding a trust, approaching retirement or leaving a legacy.

      Location

      303 N Oregon St, 9th
      Fl
      El Paso, TX 79901
      US
      Direct:
      (915) 842-7949(915) 842-7949
      Toll-Free:
      (800) 347-3002(800) 347-3002
      7175 N. Pima Canyon Drive
      Tucson, AZ 85718
      US

      Meet The Lemaster Group

      About Me

      James Lemaster is a Wealth Advisor, Senior Investment Management Consultant, and Senior Portfolio Manager with over thirty years of experience in the financial services industry with Morgan Stanley. James earned his CIMA® certification from the Investment Management Consultants Association®. To receive this designation an advisor must successfully meet initial and ongoing standards to provide objective investment advice and guidance to individuals and institutions.  James has completed numerous programs and courses on asset allocation and use of optimization in investment planning including programs with University of Chicago and The Wharton School University of Pennsylvania. His experience and designations allows him to customize investment strategies for our clients. He received a BS in Finance from the University of Colorado and a MBA in Accounting from the University of New Mexico.  James has two children who enjoy outdoor sports. James is also very passionate about aviation and has been involved with many charitable boards over the past 25 years. He is committed to delivering personalized solutions for each of our clients.
      Securities Agent: TX, WY, WA, VA, UT, TN, SD, SC, PA, OR, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MN, MI, MD, MA, LA, KS, IN, IL, IA, HI, GA, FL, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1339244

      About Me

      Jennifer Wright is a Financial Advisor with Morgan Stanley. She is honored to help individuals and entities tailor solutions for their unique situations by getting to know them personally. Jennifer began her career at Morgan Stanley in 2005 after receiving a Bachelor of Science in Accounting at Ball State University in December 2004. Jennifer worked as a Complex Service Manager and joined The Lemaster Group in 2011 as a Wealth Management Associate. In 2017 she became a Financial Advisor. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional which enables her to take a comprehensive approach to financial planning, a key component in tailoring investment solutions for clients. Her years of experience in Operations and Management give her insight into the breadth of products and services that Morgan Stanley offers to clients. Jennifer recently moved to Tucson, Arizona with her husband and two children. They love spending time outdoors exploring the beautiful scenery of Tucson. She volunteered with Big Brothers Big Sisters of El Paso for six years and is looking forward to serving her new community.
      Securities Agent: TX, AZ, WY, WA, VA, UT, TN, SC, PA, OR, OH, NY, NV, NM, ND, NC, MS, MD, LA, KS, IN, IL, HI, GA, FL, DE, CO, CA; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1662619

      About Me

      Donna Lopez is a Portfolio Associate with Morgan Stanley. She joined Morgan Stanley in 2003 and since then has received her Series 7, 66 and 10. Prior to Morgan Stanley she worked for a commercial bank for ten years as a Customer Service Manager. With experience of over 20 years in the financial services industry, she is able to provide our clients with extensive knowledge and specialized customer service. Mrs. Lopez received a Bachelor of Science degree in Finance from the University of Texas at El Paso.
      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

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      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
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      6 Keys to Building a Startup

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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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

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      Ready to start a conversation? Contact The Lemaster Group today.
      Market Information Delayed 20 Minutes
      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.

      1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      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.

      3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      4Morgan 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 and other legal matters.

      5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

      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 suitable 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”) 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.


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