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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- Juice Products Association
Washington, DC - Florida Citrus Mutual
FL - Florida Citrus Processors Association
FL - Highlands County Citrus Growers Association
FL - Peace River Valley Citrus Growers Association
- Gulf Citrus Growers Association
FL - The Institute of American Entrepreneurs
- New York Board of Trade (NYBOT)
Member
Services
- Wealth Management
- Futures
Education and Licensing
- BSBA - Accounting, 1978
University of Florida
Gainsville, FL - Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
Honors and Recognition
- Director's Council - Smith Barney
- Chairman's Coucil - Smith Barney
- President's Council - Smith Barney
- Inc. Magazine Entrepreneur of the Year Award, 1992
Business Experience
- 1997
- Present: Morgan Stanley Smith Barney
Senior Vice President
Financial Planning Specialist
Orlando, FL
Bulletin Board
Risk Management Presentations - view by going to the Working Together section using the link on the left.
Kevin M. Barley is licensed in the following state(s):
FL
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