The Dunkenberger - Waskey Group - Morgan Stanley Smith Barney Team - Roanoke, VA
Morgan Stanley Smith Barney
The Dunkenberger - Waskey Group
at Morgan Stanley Smith Barney
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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Welcome


Mission Statement

Our business is built on a single mission: to manage our clients’ wealth and provide trusted advice.  This allows our clients to spend their time doing what they truly enjoy.  As experienced Financial Advisors, we help clients build portfolios that reflect their objectives, lifestyle expectations, cash flow needs and desires for their family.  Given the wide ranging set of investment options available in today’s marketplace, we help clients make sense of them all, instill discipline to navigate challenging markets, and provide the resources that address their financial needs.

Our Value Proposition

• We provide wealth management services that help clients manage risk, plan for their future, and retire comfortably.  We focus on clients who want the strengths of a reputable firm but seek individualized advice and service.

• The wealth management environment has changed.  We believe that clients today are faced with an overwhelming amount of information and need financial advice.  Market conditions have changed dramatically, and formulating strategies to achieve long-term financial goals is more difficult today than it has ever been.  Because of these complexities, successful wealth management requires a close working relationship between the client and the Financial Advisor.

• With each client, we listen closely to understand their needs and develop personalized strategies that address specific financial goals.  Together, we select and implement appropriate strategies and meet regularly to review our progress and make adjustments accordingly.  We tailor our strategies to your specific needs and goals.

• Our approach is fair and objective. Ultimately, the value we seek to deliver our clients combines trusted advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.




Bulletin Board

  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.

  • 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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
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 .
FEATURED REPORTS

On the Markets

Prepare for Your Retirement - Flipbook

Rollovers: Stashing Your Retirement Nest Egg

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
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