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The Dunkenberger - Waskey Group
at Morgan Stanley Smith Barney
Financial Advisors
213 South Jefferson Street
Suite 1600
Roanoke, VA 24011
tel: 540-345-1555
toll free: 877-449-4449
fax: 540-345-2181
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We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
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  • May the Joy and Wonder of this holiday season bring you peace, health and happiness throughout the coming year.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • Please see Our Viewpoint on the left for a copy of our latest Newsletter.
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.
FEATURED REPORTS

2009 Year-End Tax Planning Guide (pdf)

Dividends: Search for the Yield; October 29, 2009 (pdf)

On the Markets (pdf)
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