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Consulting Group
Financial Advisor
110 North Main Street
Suite 1100
Dayton, OH 45402
Suite 1100
Dayton, OH 45402
tel: 937-223-4039
toll free: 800-223-0644
fax: 937-223-4010
toll free: 800-223-0644
fax: 937-223-4010
Welcome
The world of financial planning and investment choices is vast, complex, and at times extremely difficult to navigate for most people. Whether you’re a corporate executive, professional athlete, non-profit board member, or someone who just wants to take control of their financial life you need personalized, trustworthy, and quality advice.
Please explore the information throughout my website to learn more about my comprehensive approach to wealth management and Morgan Stanley Smith Barney. If you have any questions or would like to schedule a meeting please feel free to contact me or my assistant.
Sincerely,
Eugene D. Heflin
Financial Advisor
Associations
- The Dayton Foundation - African American Community Fund
Financial Advisor to the Board
Dayton, OH - American Cancer Society - Montgomery County
Board President
Dayton, OH - American Cancer Society - Ohio Division Board Director
Finance Commitee Chair
Audit Committee Chair
Columbus, OH
Services
- Financial Planning
- Estate Planning
- Wealth Management
- Lending Services
- Philanthropic Services
- Endowments and Foundations
- Alternative Investments
- Corporate 529 Plans
- Qualified Retirement Plans
- Executive Benefit Services
- Executive Financial Services
- Corporate Cash Management
- Cash Management
- Socially Responsible Investing
- Education Planning
- Investment Policy Statements
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
Education and Licensing
- BA - Mathematics, 1997
Minor - Religous Studies
DePauw University
Greencastle, IN - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
Honors and Recognitions
- YMCA Black Achiever Award, 2001
- American Cancer Society
Montgomery County Volunteer of the Year Award, 2005
Business Experience
- 2000 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Dayton, OH - 1997 - 2000: Prudential Securities
Financial Advisor
Dayton, OH
Bulletin Board
- Please contact us to schedule your Quarterly Review.
- I'm delighted to make available to you the latest edition of my newsletter, Dialogues. Just click on the My Viewpoint link on the left of the screen to obtain access to it. I hope you find it informative.
- I have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact me if you have questions.
Eugene D. Heflin is licensed in the following state(s): AL, CA, DC, FL, GA, IL, IN, KY, MA, NC, NJ, NY, OH, TX, VA
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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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