About Us

Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Corporate Pension Funds
  • Trust Accounts2
  • Planning for Education Funding3
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Community Involvement

The White and Lord Group is very active in the community and works with the Olivet Boys and Girls Club, The Children’s Home of Reading, The Make-A-Wish Foundation, and The Opportunity House.  They also participate in the Habitat for Humanity program and are active in their local churches.  Tom's charitable dedication has recently been recognized by the firm’s corporate headquarters winning the Community Leadership Award.  He was also recognized by the Olivet Boys and Girls Club in May of 2015 where he was presented with the Champion of Youth Award.

    Working With You

    Our relationship begins with learning more about you. 
    Here are our next steps:

    Complete the Morgan Stanley Financial Assessment to help us
    understand your:

            -Financial needs and investment preferences
            -Investment objectives, timeline, cash requirements
             and risk tolerance
            -Personal balance sheet of assets and liabilities

    From that conversation, we will explore other ways we may be able to
    help, and learn about your expectations of the services you will receive
    from Morgan Stanley.

    Determine the agenda for our next meeting and agree to a date and time.

      Location

      1350 Broadcasting Rd
      Ste 100
      Wyomissing, PA 19610
      Direct:
      (610) 478-4500(610) 478-4500
      Toll Free:
      (866) 364-1006(866) 364-1006

      Meet The White and Lord Group

      About Me

      Thomas White is a Senior Vice President who has been working as a Financial Advisor at Morgan Stanley since 1994.  He concentrates on developing investment strategies and portfolio management plans for high net worth individuals, business owners and professionals. Tom focuses on the overall investment recommendations for clients beginning with a full financial plan which covers cash flow needs, debt management and risk assessment.  The financial plan, together with Morgan Stanley’s economic forecasts and client needs, leads to a customized investment plan.  He has been named a 5-star advisor by Philadelphia Magazine in 2012, 2013 and 2014 and is a member of the prestigious Morgan Stanley Masters Club.  His investment and advisory registrations include FINRA Series 7, 31, and 63 licenses and he holds Pennsylvania Life, Accident and Insurance licenses.

      Tom is a graduate from the Katz School of Business at the University of Pittsburgh where he obtained dual major degrees in Business and Economics.  He is very active in the community and works with the Olivet Boys and Girls Club, The Children’s Home of Reading, The Make-A-Wish Foundation, and The Opportunity House.  This charitable dedication has recently been recognized by the firm’s corporate headquarters winning the Community Leadership Award.  He was also recognized by the Olivet Boys and Girls Club in May of 2015 where he was presented with the Champion of Youth Award.  He resides in Spring Ridge with his wife and two children.
      Securities Agent: AK, CA, CO, DE, FL, GA, MA, MD, MI, NC, NJ, NV, NY, PA, SC, TN, TX, VA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
      NMLS#: 1310686

      About Me

      Adam is a CERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst® as well as a Wealth Advisor, who focuses on estate and retirement planning strategies in addition to wealth accumulation and preservation strategies. He focuses on asset allocation models, financial plan integration, qualified plan distributions, and professional investment management.  Adam primarily works with individuals to create personalized financial plans for clients and their families.  He earned the CERTIFED FINANCIAL PLANNERTM (CFP®) designation in 2006 and continues to meet the requirements to hold the designation.  He has also earned Morgan Stanley’s Wealth Advisor designation in 2009 and named a Portfolio Manager in 2011.  Working with a Portfolio Manager gives clients direct access to the individual managing the investments within the account, something unavailable to most retail clients dealing with a portfolio of mutual funds.  Recently, Adam completed the Yale School of Management and acquired his CIMA® designation. 

      His investment and advisory registrations include FINRA Series 7, 31, 63, and 65 licenses and he holds Pennsylvania Life, Accident and Insurance licenses.

      Adam is a graduate of the E. Claiborne Robbins School of Business at the University of Richmond where he obtained a dual major degree in Finance and Economics.  He joined Morgan Stanley in 2000 and has spent his entire professional career with the firm. He lives in the Reading area with his wife, daughter and son.
      Securities Agent: AR, CO, DE, FL, GA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, PA, SC, TX, UT, VA, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
      NMLS#: 1275624

      About Me

      Benjamin LaManna was welcomed to the White and Lord Group in 2015.  Previously, Ben earned his series 7 securities license while working at Merrill Lynch, where he spent 3 years in their wealth management division.  His investment experience had him working with small businesses and medical groups for Private Equity funding, 401(k) plan reviews and implementation and the use of alternative investments in retail investment accounts.  

      Ben is a Holy Name High School graduate and attended Saint Joseph’s University where he earned his BS in Business Administration and Finance.  Ben and his wife, Britany, live in reading with their 2 dogs and cat.  He enjoys playing golf, working out, hiking and mountain biking.
      Securities Agent: CT, FL, MD, NC, NJ, PA; Investment Advisor Representative; General Securities Representative
      NMLS#: 1313566
      Investment and Market Perspectives

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      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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      Ready to start a conversation? Contact The White and Lord Group today.
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      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.

      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.

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