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Jeffrey D. Martin
Jeffrey D. Martin, CFP®
Senior Vice President - Wealth Management
Senior Investment Management Specialist / Financial Advisor
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5984
toll free: 800-556-7757
fax: 401-861-2470
Email Me
Welcome Education Honors Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • Bachelors of Science, 1985
    Babson College
    Wellesley, MA
  • Certificate in Financial Planning, 2002
    Bryant College
    CERTIFIED FINANCIAL PLANNER™, 2002
  • Financial Planning Specialist Designation
  • Series 7 & 66, 1999
    Providence, RI
  • Life & Health Insurance, 1998
    Providence, RI
Honors and Recognitions
  • Presidents Council
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
Business Experience
  • 1999 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Specialist / Financial Advisor
    Providence, RI
  • 1997-1999: Hudson News
    Executive Vice President
    Boylston, MA
Bulletin Board
  • If you are considering upgrading your company's retirement plan, see brochures for some timely information.
  • For the latest Global Investment Committee meeting report, please click on the Special Reports link on the left and choose Global Investment Committee: Summary of Monthly Committee Meeting.
Jeffrey D. Martin is licensed in the following state(s): AZ, CA, CT, DC, FL, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OR, RI, SC, TX, VA, VT, WA
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.
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.
FEATURED REPORTS

Monday Morning Musings (pdf)

Municipal Market Commentary (pdf)
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Morgan Stanley Smith Barney
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