The One Eleven Group at Morgan Stanley Smith Barney will empower you to establish order in your financial life and give you the freedom to pursue your passions.
Whether you are selling a business, phasing into retirement, changing careers or funding your children’s college education, our tailored strategies are designed to help you manage your wealth through life’s transitions.
Utilizing a combination of wisdom and experience, our comprehensive team approach will enable you to develop and implement a strategic wealth plan.
The One Eleven Group at Morgan Stanley Smith Barney believes successful client relationships go beyond providing information, ideas and strategies. We are committed to building a relationship with you based upon integrity, honesty and accountability.
Our goal is to understand what is important to you and your family. This will enable us to serve as your “personal financial advocate”.
We will utilize the vast resources of our firm to support your financial needs and goals, while working diligently to become your primary advisor.
- Business Succession Planning
- Professional Portfolio Management
- Wealth Management
- Corporate Retirement Plans
- Investment Policy Statements
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.