W. Lee Kucker - Morgan Stanley Smith Barney Financial Advisor

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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services

Asset Management
Wealth Management
Financial Planning
Socially Responsible Investing
401k Rollovers
Annuities

Education and Licensing

Bachelor of Science, 1965
South Dakota State University
Brookings, SD
Master of Science, 1967
South Dakota State University
Brookings, SD
Doctor of Philosophy, 1970
Michigan State University
East Lansing, MI
Certified Financial Planner, 1984
College for Financial Planning
Denver, CO
Series 65 - Investment Advisory Agent

Business Experience

1992 - Present: Morgan Stanley Smith Barney

Senior Vice President
Senior Investment Management Consultant
Financial Advisor
Modesto, CA
1984 - 1992: Prudential Securities

Vice President - Wealth Management
Modesto, CA
1982 - 1984: Bateman, Eichler, Hill, Richards

Financial Advisor
Modesto, CA
1979 - 1982: Investors Diversifies Services

Financial Planner
Modesto, CA
1974 - 1979: G.D. Searle

Vice President - Genetics
Cary, IL

Bulletin Board

To see timely market data, including CD Rates, Quotes and MarketWatch, click on Key Links on the left.
See Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.

W. Lee Kucker is licensed in the following state(s): AZ, CA, CO, MI, NC, NJ, NV, NY, OR, PA, SD, UT, 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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

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 .