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Sound and experienced financial advice can help you through the process of preparing for and retiring from your corporation or personal business. Developing a comprehensive plan helps you define your financial goals and will help you answer, “Do I have enough to retire?” As your Financial Advisor, I will dedicate time and effort to assist you in developing a financial plan. We will then work together to implement the plan with an eye towards your goals during the accumulation phase before retirement and the distribution phase after retirement. Let me assist you with reducing the financial stress and uncertainty you are now facing or may face in the future through the development of a comprehensive financial plan.
Associations
- Financial Planning Association
Board of Directors
St. Louis, MO - Air Force Association
Member - Hewlett-Packard Alumni Association
Member
Services
- Financial Planning
- Retirement Planning
- Wealth Management
- Qualified Plans
- 401k Rollovers
- Business Planning
- Asset Management
- Education Planning
- Estate Planning
- Insurance Services
Education and Licensing
- CERTIFIED FINANCIAL PLANNER
Educational Requirements Training Program
University of Missouri - St. Louis, 2006 - Executive Course, International Strategies, 1995
University of Michigan
Ann Arbor, MI - MBA - Finance, 1980
University of Utah
Salt Lake City, UT - BS - Electrical Engineering, 1971
Case Western Reserve University
Cleveland, OH - Series 7 - General Securities Representative
- Series 31 - Managed Futures
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Accident / Health Insurance Licensed
Honors and Recognition
- US Air Force Commendation Medal
- US Air Force Meritorious Service Medal
- University of Utah Dean's Scholar
- Hewlett-Packard Company President's Club
Business Experience
- 2006
- Present: Morgan Stanley Smith Barney
Financial Advisor
Clayton, MO - 1980
- 2005: Hewlett - Packard
Account Manager, Team Leader, District Manager
St. Louis, MO - 1971
- 1979: United States Air Force
Captain - Communications Electronics Engineer
U.S, Spain, Germany
Bulletin Board
As a Certified Financial Planner, I will review your whole financial picture to educate you on the best decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service. To learn more, email me.
Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
Harvey J. Ziegler is licensed in the following state(s):
CA, CO, FL, IA, IL, KS, KY, MI, MN, MO, NH, NY, OH, OK, TX
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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
