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Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
1901 Main Street
Penthouse
Irvine, CA 92614
Penthouse
Irvine, CA 92614
tel: 949-955-7547
toll free: 800-533-3402
fax: 949-833-3542
toll free: 800-533-3402
fax: 949-833-3542
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Thought Leadership From Morgan Stanley Smith Barney: Client Conference Call (pdf)
- IRAs: Powering Your Retirement (pdf)
- Perspectives in Estate Planning (pdf)
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Why Plan for Long Term Care? (pdf)
- Welcome to Morgan Stanley Smith Barney (pdf)
- IRA Rollover Guide (pdf)
- At a Glance: A Primer on the Public-Private Investment Program (pdf)
- At a Glance: A Primer on the Term Asset-Backed Securities Loan Facility (TALF) (pdf)
- Understanding Your Account Statement (pdf)
- CitiFirst: Buffer Notes - A Guide for Investors (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- Taxes in America Client Conference Call Series (pdf)
- 401(k) Plan Sponsor: Enhancing Participation - Automatic Enrollment and Beyond (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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