At Morgan Stanley Smith Barney we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Professional Details
- 1999 - present: Morgan Stanley Smith Barney*
Investment Management Analyst
- Bachelor of Commerce - Finance, 1998
University of Windsor
Ontario, Canada
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
Professional Details
- 1998 - present: Morgan Stanley Smith Barney*
Client Service Associate
- B.S. - Accounting, 1995
Washington State University
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.