As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Association of Professional Investment Consultants
Denver, CO - Investment Management Consultants Association
Denver, CO
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Wharton School of Business
Philadelphia, PA - Certified Financial Planner, 1989
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MBA, 1977 - Series 65 - Investment Advisory Agent, 1992
Dallas, TX
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- 1984
- Present: Morgan Stanley Smith Barney
Senior Vice President
Senior Institutional Consultant
Dallas, TX - 1984: Merrill Lynch
Financial Advisor
Dallas, TX
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See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?
• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
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