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Anderson Case Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Consulting Group
350 East Las Olas Boulevard, Suite 1200
PO Box 14694
Fort Lauderdale, FL 33301
PO Box 14694
Fort Lauderdale, FL 33301
tel: 954-762-3000
toll free: 800-327-8323
fax: 954-762-3069
toll free: 800-327-8323
fax: 954-762-3069
Group Details
Scott L. Anderson, CFP®
Second Vice President - Wealth Management
Investment Management Specialist / Financial Advisor
Investment Management Specialist / Financial Advisor
tel: 954-762-3026
toll free: 800-327-8323
fax: 954-762-3069
Professional Details
- 2003 - present: Morgan Stanley Smith Barney*
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Fort Lauderdale, FL - 1990 - 2003: Anderson Financial Group
Wealth Management Consultant
Fort Lauderdale, FL - BA - Economics, 1987
Florida State University
Tallahassee, FL - Certified Life Underwriter
- Blue Chip Council, 2004, 2005, 2006, 2007, 2008
- 2007 - Present: Brian Piccolo Chapter of the National Football Foundation & College Hall of Fame, Inc
Board Member
Scott L. Anderson, CFP® is licensed in the following state(s): AZ, CA, FL, GA, MA, MD, MT, NY, TN
Michelle Case, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
tel: 954-762-3015
toll free: 800-327-8323
fax: 954-762-3069
Professional Details
- 2004 - present: Morgan Stanley Smith Barney*
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Fort Lauderdale, FL - 2003 - 2004: Merrill Lynch
Investment Associate
Fort Lauderdale, FL - 1995 - 2002: Corning Inc.
Commodity Buyer
Photonics Division
Corning, NY - MBA, 2000
Syracuse University
Syracuse, NY - BS, 1991
Binghamton University
Binghamton, NY - Blue Chip Council
2006, 2007, 2008 - Boys & Girls Club of Broward County
Corporate Board Member, 2008 - Current
Cochair - Dinner Auction Committee Unit, 2007 - Current
Fort Lauderdale, FL - Boys & Girls Club Levine Slaughter
Board Member 2005 - Current
Unit Secretary, 2006
Vice President, 2007
President, 2008 - Women in Distress
Corporate Trustee, 2006 - Current
Fort Lauderdale, FL - Women in Distress Auxiliary Board
Vice President - Public Relations, 2006 - Current
Fort Lauderdale, FL - American Heart Association
Circle of Red Member, 2008, 2009
Michelle Case, CFP® is licensed in the following state(s): AZ, CT, FL, MD, NY, SC, VA
Debra Colon
Registered Client Service Associate
tel: 954-762-3013
fax: 954-762-3069
Professional Details
- Series 7
- Series 63
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
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