Mark J. Rhoades - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Experience Services Associations

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.

Associations

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

Services

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

Education and Licensing

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

Honors and Recognition

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Business Experience

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.

Mark J. Rhoades is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NJ, NY, OH, SC, UT, VA, VT, WA, WI

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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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.

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 .

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