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.
Services Include
  • Retirement Planning1
  • 401(k) Rollovers
  • Wealth Planning2
  • Planning for Education Funding3
  • Cash Management and Lending Products4
  • Professional Portfolio Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

7777 Washington Village Drive
Suite 100
Centerville, OH 45459
US
Direct:
(937) 434-9269(937) 434-9269
Toll-Free:
(800) 966-8077(800) 966-8077

Meet The MDB Group

About Me

With more than a 18 years of experience as a financial advisor, Jeff advises clients on wealth accumulation, preservation, and transfer through the creation of individually customized wealth management and retirement strategies. Jeff also provides frequent performance monitoring, personalized guidance, and periodic reviews of each client’s progress towards their financial goals. Prior to entering the financial services industry, Jeff was a leader in the telecommunications industry and worked for a Fortune 500 company tracking business operations and processing performance data analysis. As a Dayton native, he attended Wright State University and focuses on investment & lending needs for high net worth clients and business owners for the team. He and his wife, Holly, reside in Washington Township.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY, PR; General Securities Representative; Investment Advisor Representative; General Securities Principal
NMLS#: 710690

About Me

Bob utilizes his over 21 years of experience in the financial services industry to advise clients on wealth accumulation, preservation and transfer through the creation of customized wealth management strategies. This process includes portfolio construction, liability management, tax minimization strategies, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. Through personal consultation, Bob works with his clients to establish financial goals and prioritizing their financial needs. A graduate of Baldwin-Wallace College, Bob has a Bachelor of Arts in Business Administration. He is involved with the Dayton Chamber of Commerce and is an active volunteer at The Dayton Art Institute. He leads the corporate retirement services practice for the group and resides in Centerville with his wife Stephanie, and two daughters, Reese and Reagan.
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY, PR; General Securities Representative; Investment Advisor Representative; General Securities Principal
NMLS#: 590819

About Me

Brad entered the financial services industry in 2012 after 16 years trading securities, futures and options at the Chicago Mercantile Exchange. Brad consults with his clients to fully understand their financial needs and goals. With this information, Brad examines all aspects of his client's financial lives and how this translates to cash flow, trust and estate planning needs, liability management and the creation of a wealth management strategy. Utilizing his market experience as well as Morgan Stanley’s award winning research, Brad provides customized investment strategies tailored to the individual client. Of utmost importance, Brad seeks to provide the highest level of service that best addresses the needs of each relationship. Brad is a graduate of Ball State University with a BS in Finance. He currently holds the Series 7 and 66 FINRA registrations as well as a license to provide insurance. He is a member of the Kettering Rotary and Adventure Guides council. Brad and his wife Georgia reside in Centerville with their two boys. Away from the office, Brad enjoys coaching his son's sports teams, adventure guides with his boys and playing tennis.
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY, PR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures; General Securities Principal
NMLS#: 987899

About Me

John utilizes more than 40 years of experience in the financial services industry to provide an outstanding experience for the clients of The MDB Group. Many clients rely on his insight and abilities to help them achieve their financial goals.

About Me

Angela focuses on ensuring clients have excellent service with their retirement distributions, credit and debit card inquiries, and education planning accounts, as well as a host of additional services.

About Me

Marcy entered the financial services industry in 1991. Often the first point of contact for clients, she assists clients with a variety of administrative needs and access to lending services.
From Our Team

Ways to improve your cybersecurity


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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
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.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

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Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
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
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
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
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.
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 MDB Group today.
1Morgan 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.

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 and other legal matters.

3Morgan 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.

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

5Morgan 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.

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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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