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Kevin M. Barley
Kevin M. Barley
Senior Vice President - Wealth Management
Financial Planning Specialist
301 East Pine Street
Suite 1200
Orlando, FL 32801
tel: 407-236-5046
toll free: 800-342-6036
fax: 407-236-5001
Email Me
Welcome Associations Education Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
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
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
Business Experience
  • 1997 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Financial Planning Specialist
    Orlando, FL
Services
  • Wealth Management
  • Futures
Bulletin Board
  • Risk Management Presentations - view by going to the My Practice section using the link on the left.
Kevin M. Barley is licensed in the following state(s): FL
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.
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