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Financial Advisors
Two North Tamiami Trail
Suite 1100
Sarasota, FL 34236
Suite 1100
Sarasota, FL 34236
tel: 941-364-7482
toll free: 800-237-9441
fax: 941-951-2513
toll free: 800-237-9441
fax: 941-951-2513
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Taxes in America Client Conference Call Series (pdf)
- Do You Have an Old Plan for a New Life? Getting the most out of your life insurance coverage (pdf)
- Managing the Portfolio of Your Life (pdf)
- How Much is Enough? Income and Cash Flow Planning (pdf)
- Investing in the Capital Markets (pdf)
- Dr. Bob's Seven Principles of Wealth Planning (pdf)
- Perspectives in Philanthropy (pdf)
- Building Your Retirement with Income Protection: Select Retirement (pdf)
- Capital Strategies: Your Business Your Life - Transition and Liquidity Strategies for Business Owners (pdf)
- Give your Business and Your Life a Financial Advisor (pdf)
- Retirement Standard Checklist (pdf)
- Thought Leadership From Morgan Stanley Smith Barney: Client Conference Call (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Why Plan for Long Term Care? (pdf)
- Women & Co.: Take Action - Organize Your Finances (pdf)
- Women & Co.: Take Action - The 10-Step Financial Makeover (pdf)
- Choosing a Retirement Plan for Your Business (pdf)
- SmithBarney.com - E-Delivery Enrollment Card (pdf)
- At a Glance: GRATS Are Great When Interest Rates Are Low (pdf)
- Enrolling in smithbarney.com (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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