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Ralph Nicosia & Phil Mott
Ralph Nicosia & Phil Mott
at Morgan Stanley Smith Barney
Financial Advisors
Two North Tamiami Trail
Suite 1100
Sarasota, FL 34236
tel: 941-364-7482
toll free: 800-237-9441
fax: 941-951-2513
Email Us
Welcome Meet Our Group Services
Welcome

At Morgan Stanley Smith Barney, our mission is to create and monitor your integrated plan to grow, protect, and transfer your wealth -- to help you and your family achieve the unique wealth management goals you have established for your lifetime and for future generations.
Services
  • Wealth Management
  • Business Succession Planning
  • Education Planning
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
Bulletin Board
  • Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
  • Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Morgan Stanley Smith Barney and enter a website created, operated and maintained by a different entity.
  • We have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact us if you have questions.
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.
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.
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.
FEATURED REPORTS

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

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

Asset Allocation and Investment Strategy Commentary (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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