We seek to understand our clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. We determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. We also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Asset Management
- Endowments and Foundations
- Insurance Services
- Lending Services
- Institutional Services
- 401k Rollovers
- 529 Plans
- Long Term Care Insurance
- Life Insurance
- Exchange Traded Funds
- Annuities
- Municipal Bonds
- Alternative Investments
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
- We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
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.
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.