Top Content Curve
Greg Pitcher
Greg Pitcher, CFP®
Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
1901 Main Street
8th Floor
Irvine, CA 92614
tel: 949-955-7547
toll free: 800-533-3402
fax: 949-833-3542
Email Me
Welcome Associations Services Education
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Financial Planning Association Member
  • Irvine Pony League Baseball Coach
  • AYSO Assistant Coach
  • Myford Elementary School Volunteer
Services
  • Professional Portfolio Management
  • 401k Rollovers
  • Financial Planning
  • Lending Services
  • Exchange Traded Funds
  • Fixed Income
  • Municipal Bonds
  • Certificates of Deposit
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Alternative Investments
  • Structured Products
  • Asset Management
Education and Licensing
  • CFP® - CERTIFIED FINANCIAL PLANNER™
  • PFP - Personal Financial Planning, 2004
    University California, Irvine
  • B.A. - Business Administration, 1995
    California State University, Fullerton
  • Series 7 Licensed - General Securities Representative Exam
  • Series 66 Licensed - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 Licensed - Futures Managed Funds Exam
  • Life, Annuity & Long Term Care Insurance Licensed
  • Guided Portfolio Manager
    Irvine, CA
  • Financial Planning Specialist Designation
    Smith Barney
Bulletin Board
  • Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Morgan Stanley Smith Barney and enter a website created, operated and maintained by a different entity.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
Greg Pitcher is licensed in the following state(s): AZ, CA, CO, CT, FL, HI, IN, MI, NV, NY, OH, OR, SC, VA, WA, WI
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 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.
FEATURED REPORTS

IRAs: Powering Your Retirement (pdf)

2009 Annual Financial Planning Limits (pdf)

100 Point Commentary (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]