Jane B. Dicus - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Honors 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

Presbyterian Intercommunity Hospital
Board of Trustees
Soroptimist International Whittier
Past President
Whittier, CA
American Association of University Women
Past President
Whittier Branch
Presbyterian Intercommunity - PIH Hospital Foundation
Cabinet Member

Services

529 Plans
Alternative Investments
Asset Management
Business Planning
Cash Management
Endowments and Foundations
Estate Planning
Financial Planning
Fixed Income
Lending Services
Long Term Care Insurance
Municipal Bonds
Philanthropic Services
Qualified Plans
Retirement Planning
Wealth Management

Education and Licensing

B.S. Business Administration / Finance
Wittenberg University
Springfield, OH
Certified Financial Planner Certification, 2001
College of Financial Planning
Greenwood Village, CO
CIMA Designation, 2006
Wharton School as Part of IMCA
Philadelphia, PA
Estate Planning Designation, 1998
American College
Bryn Mawr, PA
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life and Variable Annuity Insurance Licensed

Honors and Recognition

Las Distinguidas
AAUW - Whittier Branch
Award of Merit
Whittier Union High School District

Business Experience

2005 - Present: Morgan Stanley Smith Barney

Second Vice President
Certified Financial Planner
Senior Investment Management Specialist /
Financial Advisor
Whittier, CA
1995 - 2005: Morgan Stanley

Associate Vice President
Financial Advisor

Bulletin Board

Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
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.
The Free Forever IRA^SM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.

Jane B. Dicus is licensed in the following state(s): AZ, CA, CO, FL, ID, IL, KS, MD, MO, NV, NY, OH, OR, PA, VA, WA

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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