Morgan Stanley Smith Barney serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Immaculate Conception Catholic Church
Parishioner
Durham, NC - Blue Ridge Parkway Foundation
Western NC Member - Alliance for Historic Hillsborough
2004 Award Recipient for Historic Home Renovation - League of American Bicyclists
- USA Triathlon
- Godiva Track Club
- Hillsborough Historic Commission
- Wealth Management
- Retirement Planning
- Asset Management
- Financial Planning
- Cash Management
- Alternative Investments
- Estate Planning
- Business Planning
- 529 Plans
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Qualified Plans
- Defined Contribution Plans
- GSL Program
University of Chicago
Chicago, IL - BA - Multinational Business / Finance, 1991
Florida State University
Tallahassee, FL - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health and Variable Annuity Insurance Licensed
- Financial Planning Specialist
- Guided Portfolio Manager
- ETF Certified
- SB Advisor Certified
- Xetra Certified
- DTB Certified
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- Morgan Stanley Smith Barney
Second Vice President
Financial Planning Specialist
Portfolio Manager
Durham, NC - RH Financial Group, LLC
Director, European Index Futures Trading
Chapel Hill, NC - Geneva Financial Trading
European S.T.I.R.s Trader
Dublin, Ireland - ICAP Energy
Electricity Options Broker
Chapel Hill, NC - Futrex Options Group
L.I.F.F.E. Futures Spread Trader
London, England
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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.



