Market Information Delayed 20 Minutes

Dennis Forster, CFP
Senior Vice President
Financial Advisor
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, CIMA
Vice President
Financial Advisor
Corporate Retirement Director
Chartered Retirement Plans Specialist
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
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
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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 .

