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Charles P. Lee & Patricia Craddock Charron
at Morgan Stanley Smith Barney
Consulting Group
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5900
toll free: 800-556-7757
fax: 401-861-2470
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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.
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  • We will periodically update the Featured Report with new educational material we feel you may find interesting or timely. Please visit often and feel free to contact us with any questions you may have.
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*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 (pdf)

Consulting Group: Putting the Pieces Together - Account Consolidation Can Help with the Planning Puzzle (pdf)
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