Robert I. Jeffrey, SIMC®
Executive Director – Wealth Management
Portfolio Management Director
Financial Advisor

Advising clients since 1982, Robert I. Jeffrey manages a team of six people with approximately $400 million under management as of September 2012. Areas of expertise include financial planning (with a specialty on retirement cash flow analysis) and managing investment portfolios. The Jeffrey Group at Morgan Stanley Wealth Management advises individuals, foundations, and corporations.

A native of Baltimore, Mr. Jeffrey earned his BA and MA degrees from The Johns Hopkins University. He is a graduate of the Securities Industry Institute of the Wharton School at the University of Pennsylvania and studied policy sciences at the graduate level at UMBC. In his academic career prior to the investment industry, Bob published and presented papers with the American Association of Dental Schools and the American Public Health Association.

Mr. Jeffrey’s professional licenses include the Series 7, 8, 31 and 66.  In 2012, he was chosen as a Five Star Wealth Manager and as a National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor.

Mr. Jeffrey is active in the community, currently serving on Howard Community College’s Commission on the Future.  Previously, he served as a Trustee of the Horizon Foundation and chair of Horizon's Investment Committee on which he remains a member. He is also a past Director and Assistant Treasurer of the Howard Community College Educational Foundation. He served two decades on the Boards of CareFirst BlueChoice and CapitalCare and is a past president of the Jim Rouse Entrepreneurial Fund (JREF). Mr. Jeffrey is a 1991 graduate of Leadership Howard County and a 2000 graduate of Leadership Maryland.

A resident of Columbia, MD since 1977, Mr. Jeffrey is married to Bach Tran-Jeffrey, a retired dentist, and has two sons, Alexander, an Adjunct Professor of Physics at Howard Community College, and Zachary, a senior at the University of Maryland College Park’s Clark School of Engineering.

Jason Chamberlain, CFP CRPS
Vice President
Financial Advisor
Portfolio Manager

Jason joined The Jeffrey Group at Morgan Stanley* in 1997 and is a CERTIFIED FINANCIAL PLANNE practitioner, Portfolio Manager and CHARTERED RETIREMENT PLANS SPECIALIST. His planning process helps clients determine their financial goals, risk tolerance and required return on capital. His experience in wealth transfer strategies helps families implement effective multi-generational estate plans. Additionally, his broad knowledge of corporate retirement plans helps business owners maximize their retirement savings.

Jason and his team focus on tangible financial goals and implement investment strategies that enable clients to achieve their objectives without taking undue risk. Their investment management capabilities include tactical asset allocation, portfolio construction and investment manager selection. They are recognized by Morgan Stanley* among a select group of Financial Advisors who are qualified based on training, experience and commitment to client service to provide individual investors with a level of personalized portfolio management typically reserved for major institutions.

Jason and his team have been successful in working with non-profit organizations in their community. They help organizations establish investment policy statements, conduct investment manager searches and monitor their operational or endowment funds.

Jason has a B.A. degree in Economics from the University of Maryland Baltimore County. Jason is the President of the UMBC Alumni Association and is a graduate of Leadership Howard County.  Jason also serves on Hopewell Cancer Support Center's Reach Out and Run race committee and recently was a House Captain for Rebuilding Together Howard County's Rebuilding Day.

Jason, his wife Rebecca and their son William live in the Federal Hill area of Baltimore, Maryland.

Barbara F Taylor
Financial Advisor

Barbara joined the Jeffrey Group in the Spring of 2012.

She attended Old Dominion University and has worked for Morgan Stanley for 7 years.  She is a Certified Employee Benefits Specialist and a Certified Retirement Planning Counselor. 

Barbara focuses her attention on Retirement Plan business and financial planning.  Prior to joining the Jeffrey Group, she was the regional Retirement Plan Consultant for Morgan Stanley*. 

Barbara is an avid golfer and also enjoys boating and spending time with her family, which includes husband Gregg and daughters Kimberly and Courtney.  She and her family are from Baltimore and live in the White Marsh area of Baltimore County.

Source: Baltimore Magazine, September 2012, “2012 FIVE STAR: Best in Client Satisfaction Wealth Managers,” as identified in conjunction with Crescendo Business Services, an independent research firm. Over 32,000 high net worth residents were surveyed (along with 3,750 financial services professionals) and asked to evaluate wealth managers they knew. In addition to survey results, wealth advisors evaluation criteria included: a minimum of five years’ financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. For more information on the rating methodology, go to http://www.fivestarprofessional.com.

• The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
• The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or Westchester Magazine.
• The rating is not indicative of the advisor’s future performance.

Source: NABCAP: "Premier Wealth Advisors", Omaha Magazine [insert Month Date], 2012, Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP's evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions ("Program"). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP's methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to nabcap.org.

• Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors.
• The overall evaluation score of a wealth manager may not be representative of any one client's evaluation.
• The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Omaha Magazine.
• The rating is not indicative of the Financial Advisor's future performance.