The Forster Group - Morgan Stanley Smith Barney Team - Santa Barbara, CA
Morgan Stanley Smith Barney
The Forster Group
at Morgan Stanley Smith Barney
Consulting Group
1014 Santa Barbara Street
Santa Barbara, CA 93101
tel: (805) 564-7904
toll-free: (800) 874-0282
fax: (805) 564-7949

Retirement and Financial Planning Specialists

Dennis Forster
Dennis Forster, CFP
Senior Vice President
Financial Advisor
tel: (805) 564-7904
toll free: (800) 874-0282
fax: (805) 564-7949
Professional Details
  • 1988 - present: Morgan Stanley Smith Barney
    Senior Vice President
    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
Jeff Forster, CIMA
Vice President
Financial Advisor
Corporate Retirement Director
Chartered Retirement Plans Specialist
tel: (805) 564-7908
toll free: (800) 874-0282
fax: (805) 564-7949
Professional Details
  • 1998 - present: Morgan Stanley Smith Barney
    Vice President
    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  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
Julie Williams
Registered 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

Kelly A. Trueman
Registered Client Service Associate
tel: 8055647938
fax: 805 5647949
Professional Details
  • 2010-Present: Morgan Stanley Smith Barney
    Registered Client Service Associate
  • 2004-2010: Banc of America Investments/Merrill Lynch
    Registered Client Service Associate
  • 2003-2004: Truex Insurance Ageny
    Account Representative
  • 2002: Bachelor of Arts-Journalism
    California State University, Chico
  • Series 7 & Series 63 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.
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 .
pp:3166 mp: 2796