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Marah Anderson
Marah Anderson
Consulting Group
Second Vice President - Wealth Management
Financial Planning Specialist
31 West 52nd Street
23rd Floor
New York, NY 10019
tel: 212-603-6174
toll free: 800-843-0211
fax: 212-765-1057
Email Me
Welcome Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • B.A. Economics
    Muhlenberg College
    Allentown, PA
  • B.A. Business Administration
    Muhlenberg College
    Allentown, PA
  • Financial Planning Specialist Designation
  • Guided Portfolio Management Certified
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 31 - Managed Futures & Commodities
  • Life, Accident & Health Insurance Licensed
Associations
  • Mentor, Urban Assembly School of Business
    for Young Women
    New York, NY
  • President, Parent Teacher Association
    The Sarah Curry School
    New York, NY
  • The Henry Melchior Muhlenberg Society
Business Experience
  • 2002 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    New York, NY
Bulletin Board
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? Call to develop a plan for achieving the retirement you envision.
  • The highest compliment we 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.
Marah Anderson is licensed in the following state(s): CA, CT, DC, FL, IL, IN, KY, MA, MD, MI, MN, NE, NH, NJ, NY, OH, OR, PA, SC, VA, WI, WY
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

Making Plans: The Value of Financial Planning (pdf)

The Case for Global Equity Diversification 2009 (pdf)

Economic & Market Analysis: Comments on Credit (pdf)
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