Top Content Curve
The Flury Williams Group
at Morgan Stanley Smith Barney
Financial Advisors
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5487
toll free: 800-837-5833
fax: 410-736-5499
[Click to enlarge]
l - r: Joseph Pandullo, Adam Williams, Yvonne Lin
Craig Flury, Catherine Symanek
Email Us
Welcome Meet Our Group Services
Welcome

Our Vision

The Flury Williams Group at Morgan Stanley Smith Barney strives to develop long-lasting, meaningful client relationships to span generations. We are committed to understanding you, your goals and your family’s priorities. We know what is behind the money you have earned. That is why all our investment experience, capabilities and resources are focused on one objective – to help you invest wisely.

Our Mission

As your advisory team, we construct relationships founded on trust and integrity with people who value and appreciate our financial advice. By combining the experience and skills of the Flury Williams Group at Morgan Stanley Smith Barney we will design and implement a personalized financial road map based on the four pillars of comprehensive wealth planning: Lifestyle Management, Risk Management, Asset Management and Liability Management.
Services
  • Asset Management
  • Trust Services and Accounting
  • Qualified Plans
  • Retirement Planning
  • Qualified Retirement Plans
  • Stock Purchase Plans
  • Wealth Management
  • 401k Rollovers
  • Estate Planning
  • Financial Planning
  • Stock Option Plans
  • Business Planning
  • Business Succession Planning
Bulletin Board
  • As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
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 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.
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.
FEATURED REPORTS

On the Markets (pdf)

401(k) Plan Participants: Plan Perspectives: Savings Strategies (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]