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Morgan Stanley Smith Barney serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services
- Estate Planning
- Wealth Management
- Alternative Investments
- Financial Planning
- Retirement Planning
- Qualified Retirement Plans
- Long Term Care Insurance
- Exchange Traded Funds
- Structured Products
- 401k Rollovers
- Annuities
- Life Insurance
Education and Licensing
- BS - International Finance
Minor in Economics, 1994
University of Alabama
Tuscaloosa, AL - Series 7, 31 & 66 Licensed
- Insurance Licensed
- Fixed & Variable Insurance Licensed
Business Experience
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Atlanta, GA
Bulletin Board
You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement.
Steve Kilinski is licensed in the following state(s):
AL, CT, FL, GA, LA, NC, OH, SC, TN, 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.
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.
*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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
