The White, Lord and Chaffe Group at Morgan Stanley

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. He was also named one of the Best in State Wealth Advisors for 2019, 2020, 2021, 2022 & 2023 by Forbes Magazine. 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. 

2012-2014 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2014) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

2019-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023).
Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

At Morgan Stanley Mark provides investment advice, monitoring, performance reporting and financial planning for his clients. A major focus of his practice is retirement planning which involves 401k and pension rollovers, IRA accounts and retirement income.

Between 1998 and 2006 Mr. Chaffe provided investment analysis and commentary for television (Lehigh Valley PBS Tempo, BCTV Bringing Wall Street to Penn Street and Berks County News Weekly Edition) as well as radio, taught investment classes for the Alvernia Senior College and wrote investment articles for the Reading Eagle Times.

Mr. Chaffe graduated Summa Cum Laude from Albright College. He has been active in Rotary, Meals on Wheels and has chaired the finance Committee for the Berks County Senior Citizens Council (now Berks Encore 2001-2004). Mark was a board member and coach with Wyomissing Little League Baseball from 2006 to 2012.

Prior to working for Morgan Stanley Mark served with the United States Coast Guard. His primary activities during this time were Drug Interdiction and Search & Rescue between Cuba and Venezuela. Mark was twice awarded Special Operations Ribbons and a Meritorious Unit commendation. He is a graduate of the National Search and Rescue School and was subsequently assigned his own vessel and crew patrolling the harbor of New York City by the age of twenty-two.

Mark has been a Financial Advisor for over twenty-eight years and his assistant, Deborah Kochel, has over thirty years of experience. Her direct dial is 610-478-4517. Both Mark and Deb have remained with their prior firm through various mergers and acquisitions.

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.

Ian Miller is a Financial Advisor with the White and Lord Group and is an integral piece to our multi-generational wealth management approach. With his planning experience, he expands the team’s capacity to serve our clients with the dedicated personal service they’ve all enjoyed. He joined Morgan Stanley in 2023 after spending the last 6 years at Merrill Lynch.

Ian is a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Retirement Planning Counselor℠ designation. At Merrill Lynch, he was a nationally recognized top performer, and heralded for his willingness to go above and beyond for his clients and his colleagues. He is a graduate of Franciscan University of Steubenville and received a Master of Business Administration, a Bachelor’s in Marketing, and a minor in International Business.

Ian’s greatest accomplishment was convincing his wife to marry him. They have 4 boys. When people comment that him and his wife have their hands full, he responds “in the best way.” Ian is an active member of his parish, St. Catharine of Siena, in Allentown PA. He is a native of Washington State and a fan of Seattle sports teams.

His investment and advisory registrations include FINRA Series 7, 66, 9, and 10 licenses and he holds the Pennsylvania Accident and Health, Life and Fixed Annuities licenses.

Minnie Maurer is a Portfolio Associate with the White and Lord Group. She has over 23 years of experience in the financial services industry starting with Merrill Lynch and then joining our group in 2017. Minnie is an invaluable member of our team that takes great pride in delivering our brand of first class service to our clients. She assists in the day to day operations of the team and is Series 7 and 66 licensed.

Minnie enjoys spending her free time with family, friends and her rescue puppy. She relishes any time spent outdoors, reading, and trips to the beach. She is her daughter’s biggest cheerleader as she participates in dance competitions. Minnie lives in Sinking Spring with her husband, Tim and twin children, Hayden and Hope