Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
- Asset Management
- Estate Planning
- Endowments and Foundations
- Corporate Pension Funds
- Alternative Investments
- Corporate 529 Plans
- Financial Planning
- Fixed Income
- 529 Plans
- Executive Benefit Services
- Executive Financial Services
- Corporate Cash Management
- Cash Management
- Business Succession Planning
- Education Planning
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Certificates of Deposit
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.