Fran Levine - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Services Experience

I believe baby boomers changed the way a generation thinks, works and lives. Now they may be faced with a daunting personal change: from wealth accumulators to nest egg consumers. With a shorter timeframe for smoothing market gyrations, they may be challenged to:

- revamp investments to match longer life expectancies
- tackle the lifestyle and cost issues of their - and their
   parents’- aging minds and bodies
- optimize the timing and receipt of social security,
   Medicare and pension benefits
- determine withdrawal amounts and schedules for
   taxable and tax deferred investments
- understand the tax impact of working while
   withdrawing funds from various retirement sources
- ensure the financial wellbeing of surviving loved ones
- choose the estate plan that achieves the legacy
    they envision

As a CFP and Chartered Retirement Planning Counselor, my mission is to help you step comfortably into your desired retirement life. Working with you and your loved ones, I’ll help develop plans and attempt to implement and manage the asset and risk management strategies necessary for your successful retirement, whether it’s years from now or already here.

Associations

Atlanta Women's Foundation
Board Member, Vice Chair, Investment Committee, Member Finance Committee
Board of Directors Network
Member
Women's Finance Exchange
Board Member
Jazz Orchestra Atlanta
Board Vice President
Financial Planning Association
Member
Slow Food Atlanta
Member

Services

Financial Planning
Retirement Planning
Asset Management
Annuities
Long Term Care Insurance
Life Insurance
Estate Planning
401k Rollovers
Qualified Retirement Plans
Alternative Investments
Socially Responsible Investing
Municipal Bonds
Fixed Income
Lending Services

Education and Licensing

Certified Financial Planner, 1997
College for Financial Planning
Denver, CO
Chartered Retirement Planning Counselor, 2008
College for Financial Planning
M. Ed, 1974
Boston University
Boston, MA
B.A., 1969
Brooklyn College of CUNY
Brooklyn, NY
Series 7 - General Securities Representative, 1997
Licensed in Various States
Series 31 - Managed Futures & Commodities
Licensed in Various States
Series 63 - Uniform State Exam, 1997
Licensed in Various States
Series 65 - Investment Advisory Agent, 1997
Atlanta, GA
Annuities and Life Insurance Licensed, 1997
Licensed in Various States

Honors and Recognition

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Business Experience

1997 - Present: Morgan Stanley Smith Barney

Second Vice President
Certified Financial Planner
Chartered Retirement Planning Counselor
1989 - 1997: Suntrust Banks, Inc

Vice President
Orlando, FL
Atlanta, GA
1987 - 1989: First Interstate Bank

Vice President
Los Angeles, CA
1979 - 1987: Chase Manhattan Bank

Vice President
New York, NY
1978 - 1979: Queens College of City University of New York

Professor of Communications
Queens, NY

Bulletin Board

Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us about advice that goes beyond investments. A new standard for retirement planning.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

Fran Levine is licensed in the following state(s): CA, CO, CT, DE, FL, GA, MA, MD, MS, NC, NJ, NY, OH, PA, SC, VA, WI, WV

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 .

FEATURED REPORTS

Global Investment Committee Monthly

FEATURED NEWSLETTERS

Morgan Stanley Smith Barney Weekly Insights: Feb 6, 2012