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Consulting Group
1014 Santa Barbara Street
Santa Barbara, CA 93101
Santa Barbara, CA 93101
tel: 805-564-7904
toll free: 800-874-0282
fax: 805-564-7949
toll free: 800-874-0282
fax: 805-564-7949
Group Details
Dennis Forster, CFP®
Senior Vice President - Wealth Management
tel: 805-564-7904
toll free: 800-874-0282
fax: 805-564-7949
Professional Details
-
1988 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Santa Barbara, CA - 1979 - 1988: E.F. Hutton & Company
Branch Manager
Santa Maria, CA - 1962 - 1979: Forster Tool & Supply
President
Pontiac, MI - CERTIFIED FINANCIAL PLANNER™, 1984
- Series 3, 7, 63 & 65 Licensed
- Life & Variable Annuity Insurance License #0A15865
- Financial Planning Association
Denver, CO - Santa Barbara Bowl
Santa Barbara, CA - United Way
Santa Barbara, CA - Santa Barbara Ski & Sports Club
Santa Barbara, CA
Dennis Forster, CFP® is licensed in the following state(s): AL, AZ, CA, CT, FL, HI, MA, MD, MI, MN, NV, OK, PA, TN, TX, VA, WA, WY
Jeff Forster, CIMA®, CRPS®
Vice President - Wealth Management
Chartered Retirement Plans SpecialistSM
Financial Advisor
Chartered Retirement Plans SpecialistSM
Financial Advisor
tel: 805-564-7908
toll free: 800-874-0282
fax: 805-564-7949
Professional Details
-
1998 - present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Santa Barbara, CA - 1992 - 1998: The Gallup Organization
Vice President
Tokyo, Japan - International Business, 1991
California State University, San Diego
San Diego, CA - Series 7, 31, 63 & 65 Licensed
- Life & Variable Annuity Insurance License #0C61484
- Laguna Blanca High School Basketball
Santa Barbara, CA - La Cumbre Country Club
Santa Barbara, CA - CPA / Law Society
Santa Barbara, CA - The 1st Tee
Central Coast, CA - Santa Barbara Foundation
Katherine Harvey Fellows Program
Santa Barbara, CA
Jeff Forster, CIMA®, CRPS® is licensed in the following state(s): AZ, CA, CT, FL, HI, MI, MN, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA, WY
Michelle Madril
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 805-564-7913
toll free: 800-874-0282
fax: 805-564-7949
Professional Details
- 2008 - present: Morgan Stanley Smith Barney*
Financial Advisor
Santa Barbara, CA - 2005 - 2008: Paychex, Inc.
401(k) and Employee Benefit Services Representative
Santa Barbara, CA - 2003 - 2004: Andrx Pharmaceutical
Sales Representative
Santa Barbara, CA - 1999 - 2002: Gallo Wine Company
Regional Sales Representative
Santa Barbara, CA - Series 7 & 66 Licensed
- Life & Variable Annuity Insurance Licensed
- Bachelor of Arts - Psychology
California State University, Fresno
Michelle Madril is licensed in the following state(s): AZ, CA, CO, CT, FL, HI, MI, MN, NM, NV, NY, OR, PA, TN, TX, VA, WA, WY
Ken Stokes
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 805-564-7913
toll free: 800-874-0282
fax: 804-564-7949
Professional Details
- 2008 - present: Morgan Stanley Smith Barney*
Financial Advisor
Santa Barbara, CA - 2003 - 2008: Scarab Graphics Solution
CEO / Owner
Carpinteria, CA - 1983 - 2002: Santa Barbara Transportation Corporation
President / Owner
Santa Barbara, CA - 1980 - 1983: Information Magnetics Corporation
Director of Personnel and Facilities
Santa Barbara, CA - 1977 - 1979: Lockheed Aircraft Service Company
Base Industrial Relations Manager
Tehran, Iran - Series 7 & 66 Licensed
- Life & Variable Annuity Insurance Licensed
- BS - Business Administration, 1968
California State Polytechnic
Pomona, CA - MS - Business Administration, 1972
California State University
Long Beach, CA - PhD - Business Administration, 1987
University of Santa Barbara
Santa Barbara, CA - 1983 - Present: Santa Barbara Partners in Excellence
Board Member
Ken Stokes is licensed in the following state(s): AZ, CA, CO, CT, FL, HI, MN, NM, NV, NY, OR, PA, TN, TX, VA, WA, WY
Julie Williams
Registered Associate
Financial Planning Associate
Financial Planning Associate
tel: 805-564-7933
fax: 805-564-7949
Professional Details
- 2003 - present: Morgan Stanley Smith Barney*
Registered Associate
Financial Planning Associate
Santa Barbara, CA - 2001: Epoch Securities
Compliance Consultant - 1995 - 1999: Volpe Brown Whelan & Company
OTC Compliance Manager
San Francisco, CA - 1991 - 1995: CS First Boston Corp.
Associate Sales Supervisor
San Francisco, CA - Series 7, 8, 24 & 63 Licensed
Bachelor of Arts - Communication Studies, 1989
University of California
Santa Barbara
Erika Washburn
Registered Client Service Associate
tel: 805-564-7960
fax: 805-564-7949
Professional Details
- 2007 - present: Morgan Stanley Smith Barney*
Registered Client Service Associate
Santa Barbara, CA - Bachelor of Arts - Economics and Business, 2007
Westmont College
Santa Barbara, CA - 2006 - 2007: Smith Barney
Intern
Santa Barbara, CA - 2004 - 2006: Westmont College
Office of Alumni & Parent Relations
Student Intern
Santa Barbara, CA - Series 7 & 66 Licensed
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.
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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