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Vice President - Wealth Management
Senior Portfolio Manager
Financial Advisor
Senior Portfolio Manager
Financial Advisor
1650 Tysons Blvd
10th Floor
McLean, VA 22102
10th Floor
McLean, VA 22102
tel: 703-556-8174
toll free: 800-336-0156
fax: 703-356-6492
toll free: 800-336-0156
fax: 703-356-6492
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Welcome to Morgan Stanley Smith Barney (pdf)
- Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)
- FMA at a glance (pdf)
- Women & Co.: Take Action - The 10-Step Financial Makeover (pdf)
- Consulting Group: Financial Planning for the 21st Century (pdf)
- Retirement Standard Checklist (pdf)
- Understanding Your Account Statement (pdf)
- Choosing a Retirement Plan for Your Business (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- How Much is Enough? Income and Cash Flow Planning (pdf)
- Consulting Group: TRAK - For Mutual Funds at NAV (pdf)
- The Basics of Annuities: Planning for Income Needs (pdf)
- Perspectives in Estate Planning (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- Buy. Build. Remodel. A Strategic Approach to Borrowing for Your Home. (pdf)
- Hedge Fund Primer (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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