Rebecca S. Bolletti - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Experience Services

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

Junior League
Sustainer
Sarasota Masters Rowing
Active Member
Prior Board Member
New College Library Association
Volunteer Active
Pique Nique
SMBC Cycling
Active Member
Ringling Museum
UnGalaGala Volunteered 15 years
Croquet Soiree Committee Volunteer
American Cancer Society
New Directions
Making Strides
American Red Cross
Special Olympics Sailing Volunteer
American Heart Association
Chaired "MASH" Ball
Florida West Coast Symphony
Concert Lites Series Sponsor
Florida Winefest & Auction
Chaired "Uncorked"
Ringling Art School
Polo & Pizzazz Committee Volunteer
YMCA
Ringling Bridge Run
Going for the Gold Gala
Sponsor

Services

Fixed Income
Municipal Bonds
Certificates of Deposit
Asset Management
Professional Portfolio Management
Wealth Management
Cash Management
Annuities
Trust Services and Accounting
Financial Planning
Estate Planning
Retirement Planning

Education and Licensing

BA with High Honors
Major in Business Management
Eckerd College
Sarasota, FL
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life & Health Insurance Licensed

Business Experience

1986 - Present: Morgan Stanley Smith Barney

Vice President
Financial Planning Specialist
Financial Advisor
Sarasota, FL
1983 - 1986: Merrill Lynch, Pierce, Fenner & Smith, Inc.

Registered Sales Associate
1979 - 1982: Paine, Webber, Jackson & Curtis, Inc.

Institutional Fixed Income Desk

Bulletin Board

I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
For the latest Global Investment Committee meeting report, please click on the Special Reports link on the left and choose Global Investment Committee: Summary of Monthly Committee Meeting.
See Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Rebecca S. Bolletti is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA

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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

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 .

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