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Financial Advisors
21 East State Street
Suite 1500
Columbus, OH 43215
Suite 1500
Columbus, OH 43215
tel: 614-460-2633
toll free: 866-464-2750
fax: 614-228-2875
toll free: 866-464-2750
fax: 614-228-2875
l -r: Judy Roseberry, Jeannie Sturges, Joel Guth,
Maria Caicco, Cathy Cory
Maria Caicco, Cathy Cory
Group Details
Joel J. Guth
Senior Vice President - Wealth Management
Senior Portfolio Manager
Financial Planning Specialist
Citigroup Family Office
Advisor, Citigroup Family Office
Senior Portfolio Manager
Financial Planning Specialist
Citigroup Family Office
Advisor, Citigroup Family Office
tel: 614-460-2633
toll free: 866-464-2750
fax: 614-228-2875
Professional Details
- Experienced in working with successful business owners
- Consults on prelidiquidity planning, deal execution and post deal wealth management issues
- Develops client investment policy statements, selects independent investment managers and selects appropriate alternative investments
- Assists clients with: art acquisition Issues; multi residence management, and; lending and aircraft financing
- Graduated from Cornell University with a B.S. in Finance and Investment Management
Joel J. Guth is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA
Catherine Zweig Cory
Second Vice President - Wealth Management
tel: 614-460-2694
toll free: 800-247-6153
fax: 614-228-2875
Professional Details
- Oversees our client relationship management
- Responsible for creating, implementing, and maintaining comprehensive financial family plans
- Graduated from The Ohio State University with a BA - Psychology
- Actively Involved with the Herbert J. Block Memorial Tournament, which benefits the Arthur G. James Cancer Hospital
Catherine Zweig Cory is licensed in the following state(s): AL, CA, CT, FL, GA, IA, IL, IN, MA, MI, NC, NJ, NV, NY, OH, PA, SC, VA
Judy Roseberry
Business Development Associate
tel: 614-460-2616
fax: 614-228-2875
Professional Details
- Identifies qualified, prospective clients
- Develops and implements marketing programs for business owners
- Graduated from Miami University with a B.S. in Marketing
Jean A. Sturges
Registered Marketing Associate
tel: 614-460-2695
fax: 614-228-2875
Professional Details
- Ensures clients receive the highest quality of service
- Provides research and product information to clients
- Graduated from Miami University with a B.A. in Math & Statistics
Maria Caicco
Registered Client Service Associate
tel: 614-460-2726
fax: 614-228-2875
Professional Details
- Provides daily operational support to clients and teammates
- Monitors investment performance of account portfolios
- Graduated from The Ohio State University with a B.S. in Finance & Real Estate
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.
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