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Michele Landa-Brooker
Michele Landa-Brooker
Guided Portfolio Management
Senior Vice President - Wealth Management
399 Park Avenue
12th Floor
New York, NY 10022
tel: 212-893-6338
toll free: 866-280-3161
fax: 212-893-6301
Email Me
Welcome Education Experience Services Associations
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
  • MBA, 1986
    Thunderbird (American Graduate School of International Management)
    Glendale, AZ
  • Bachelor of Arts - International Studies, Chinese, 1984
    New York University
    New York, NY
  • Fluent in English, Spanish, French, Portuguese & Italian
  • Series 3 - National Commodity Futures, 2007
  • Series 7 - General Securities Representative, 1987
  • Series 63 - Uniform State Exam, 1987
  • Series 31 - Managed Futures & Commodities, 2004
  • Insurance License, 2003
Business Experience
  • 2003 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    New York, NY
  • 1991 - 2003: Merrill Lynch
    Vice President
    International Private Client Group
    New York, NY
  • 22 Years Experience Working with Individuals and Families in Latin America
  • Conducts all aspects of business in English, Spanish, French, Portuguese & Italian
Services
  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Estate Planning
  • Private Banking
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Long Term Care Insurance
  • Trust Services and Accounting
  • Art Advisory
Associations
  • Shoah Foundation for Visual History, 1996 - 2000
    Interviewer of Holocaust Survivors
Bulletin Board
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give me a call.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
Michele Landa-Brooker is licensed in the following state(s): AZ, CA, CT, DC, DE, FL, GA, KS, MA, MD, NJ, NY, OH, PA, PR, RI, TX, VA, 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.
FEATURED REPORTS

On The Markets - Spanish Version (pdf)

At a Glance: The Strength of Morgan Stanley Smith Barney (pdf)

The Citi PULSE Monitor - Market Outlook (pdf)
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