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Marvin C. Holbrook
Marvin C. Holbrook
Consulting Group
Vice President - Wealth Management
Financial Advisor
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-6111
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Education Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • Guided Portfolio Management Program, 1999
    Smith Barney
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Long Term Care Licensed
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Corporate Pension Funds
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Dayton, OH
  • Experience in the Financial Services Industry Since 1981
Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.
Marvin C. Holbrook is licensed in the following state(s): AL, AZ, CA, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WV
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.
FEATURED REPORTS

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