The Proctor Jacobson Macon Group at Morgan Stanley

I have been in practice with Morgan Stanley, and predecessor, Smith Barney, since 2000. This has helped forge my understanding of how best to leverage the full resources of the firm for my clients’ benefit, by coordinating the strategies and specialists who are my colleagues, to ultimately help our clients realize their vision of their future. I aim to create the best experience I can for our clients by leveraging my colleagues, including Jamey, as well as our best in class resources to simplify our clients' personal, professional and financial lives.

Regarding wealth, I believe we can view it as not only encompassing our financial successes – but also the time we have invested in our families, the values that shape our lives and the legacies we hope to leave to our children and grandchildren. Thus, our focus on helping our clients preserve every facet of their wealth.

What is your vision of the future you want for yourself and your family? We can work together to translate your vision into a written, hard-copy, and customized, goal-oriented wealth strategy that helps maximize opportunity and minimize risk. As a CERTIFIED FINANCIAL PLANNER™, I firmly believe in looking at the big picture, combining comprehensive financial planning with personalized investment strategies and wealth management solutions designed to help you achieve your most important goals.

My goal has been, and remains, to build long-term, multigenerational relationships with my clients – one that is founded on trust, integrity and exceptional service. I understand the diligence and determination behind created wealth. I have the demonstrated ability – and desire – to help my clients make informed, confident decisions about their financial futures. For me, the bottom line is that my clients’ success is my success.

On a personal note, I am married to Sherry. We celebrated our 20-year anniversary in June, 2022. We have two teens – Regan (18), and young Ben (17). We enjoy watching them play volleyball and lacrosse. I also enjoy landscaping, attending college football & lacrosse games, and playing doubles sand volleyball. I am a member of the Society of Mayflower Descendants, Maryland Chapter; a graduate of the University of Maryland, College Park; a proud member of the Terrapin Club; a Master Mason with Liberty Lodge; and a Hereford High School Sports Booster.

I welcome a conversation to learn more about you and your family.

Jamey started his career with Prudential Bache in 1987 and joined Morgan Stanley predecessor, Salomon Smith Barney, in 1997 to work together with his father, Norman. Jamey received his BS degree from the College of Business and Management at the University of Maryland, College Park. He holds the Series 7, 63, 65, 3, and Life Insurance licenses. In his free time, Jamey enjoys playing golf, tennis, biking, coin collecting, and listening to music. He also enjoys rooting on the Ravens and Terps. A lifelong resident of Maryland, Jamey currently resides in Baltimore County with his wife, Debi. He loves to travel, especially to be with his children and grandchildren.

John joined Morgan Stanley in July of 2002. His specialties include Investment Management Consulting as well as comprehensive Financial Planning. John became a Certified Financial Planner™ in 1991 and is an active member of the Financial Planning Association. He and his partners prepare and maintain financial plans for individuals and trustees by working closely with them and their professional advisors (i.e. attorneys, accountants & ERISA plan administrators).

Prior to joining the firm, he was a Director and Partner with Alex. Brown in Baltimore, MD from 1984-2002. John served on the committee responsible for the creation and implementation of the firm’s Asset Manager Evaluation Service. This consulting service was founded to address the investment management consulting needs of Alex. Brown’s clientele.

Before joining Alex. Brown, John structured and syndicated tax-motivated commercial leases for Maryland National Leasing Corporation, (a wholly-owned subsidiary of the former Maryland National Bank). He worked closely with the Chief Financial Officers of private and public companies to structure capitalized and off-balance sheet leases to target desired corporate capital ratios. He provided lease vs. buy comparisons with multiple internal and external bank financing options, primarily for equipment lease / purchase decisions.

When not working with clients, John enjoys his time swimming on a Masters team and resides in Towson with his wife, Sandy.

Mandy is a Senior Registered Client Service Associate with 25 years of proven wealth management experience. Mandy holds Series 7, 63, and 65 securities licenses and a Maryland Insurance License (Life & Health). Mandy is a knowledgeable and dependable resource for clients, here to assist clients with all aspects of servicing their Morgan Stanley accounts. Baltimore born and raised, Mandy is a mother of two, an avid Ravens fan and supporter of local charities, including Casey Cares, the Baltimore Food Project, and the Maryland Food Bank.

Elisha is a Wealth Management Associate. Elisha was recruited to Morgan Stanley in 2016, following 15 years of proven experience in client service. Elisha's responsibilities include delivering an enhanced client experience by supporting clients’ transactional and financial planning needs. Elisha holds Series 7 and 66 licenses; was born and raised in Maryland; and lives in Baltimore County with her dog, Riley.