at Morgan Stanley Smith Barney
Suite 1500
San Antonio, TX 78205
toll free: 800-323-0456
fax: 210-271-6194
- Financial Planning
- Asset Management
- Municipal Bonds
- Endowments and Foundations
- Family Consulting
- Corporate Pension Funds
- 401k Rollovers
- Alternative Investments
- Fixed Income
- Certificates of Deposit
- Retirement Planning
- 529 Plans
- Corporate Cash Management
- Long Term Care Insurance
- Cash Management
- Institutional Services
- Investment Policy Statements
- Corporate Retirement Plans
- Defined Contribution Plans
- Life Insurance
- We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
*Source: Thompson Financial Securities Data - The highest compliment we can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
- Request a free Comprehensive Financial Plan by clicking on Request Appointment.


