Ed Dowling - Morgan Stanley Smith Barney Financial Advisor

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Welcome Services Education Associations 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

Barrington Area Chamber of Commerce
Barrington, IL
American Cancer Society
Relay For Life
Barrington, IL
Boy Scouts of America
Northwest Suburban Council
Mount Prospect, IL
National Association of Securities Dealers
Arbitrator
Chicago, IL
Barrington Hills Country Club
Barrington Hills, IL

Services

Asset Management
Lending Services
Philanthropic Services
Estate Planning
Family Consulting
Alternative Investments
Wealth Management
Retirement Planning
Municipal Bonds
Professional Portfolio Management

Education and Licensing

Bachelor of Philosophy, 1963
Northwestern University
Evanston, IL
Series 7 - General Securities, 1965
Series 63 - Uniform State, 1979
Series 12 - NYSE Manager, 1980
Series 4 - Registered Option Principal, 1983
Series 65 - Investment Advisory Agent, 1992
Chicago, IL

Honors and Recognition

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Business Experience

1977 - Present: Morgan Stanley Smith Barney

Senior Vice President
Portfolio Manager/Financial Advisor
Barrington, IL
1965 - 1977: Merrill Lynch

Senior Vice President - Wealth Management
Chicago, IL
1957 - 1965: American District Telegraph, Co.

Sales Representative
Chicago, IL

Bulletin Board

Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a plan for achieving the retirement you envision.
Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals. To learn more, email us.
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Ed Dowling is licensed in the following state(s): AK, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI

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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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

Portfolio Strategist - A Weekly Guide for Investors

150 Point Letter

On the Markets - Flipbook