David M. Uva - Morgan Stanley Smith Barney Financial Advisor

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Welcome Honors Education Services Experience

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

President's Council, 2006
Century Council, 2003 - 2005

Services

401k Rollovers
Annuities
Asset Management
Education Planning
Estate Planning
Financial Planning
Fixed Income
Municipal Bonds
Professional Portfolio Management
Retirement Planning
Stock Option Plans
Wealth Management

Education and Licensing

BS - Business, 1993
Boston University
Boston, MA
Financial Planning Specialist Designation
Senior Investment Management Specialist Designation
Series 7 - General Securities Representative, 1997
Series 31 - Managed Futures & Commodities, 2003
Series 63 - Uniform State Exam, 1997
Series 65 - Investment Advisory Agent, 1997
Life Insurance Licensed, 1997
Life, Accident & Health Insurance Licensed

Honors and Recognition

President's Council - Smith Barney
Member (2006 - 2009)
Century Council - Smith Barney
Member (2003 - 2005)
Blue Chip Council - Smith Barney
Member (1998 - 2001)

Business Experience

1997 - Present: Morgan Stanley Smith Barney

Senior Vice President
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Boston, MA

Bulletin Board

If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please call or send me an email.
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.
Risk management strategies for individuals, couples and domestic partners...time for a review?

David M. Uva is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, RI, TX, VT, WI

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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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