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Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Financial Planning Specialist
Guided Portfolio Manager
30 West Patrick Street
7th Floor
Frederick, MD 21701
7th Floor
Frederick, MD 21701
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
toll free: 800-634-0072
fax: 301-663-4798
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.
- Welcome to Morgan Stanley Smith Barney (pdf)
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- The Basics of Annuities: Planning for Income Needs (pdf)
- Perspectives in Estate Planning (pdf)
- Why Plan for Long Term Care? (pdf)
- Succession Planning for Your Business (pdf)
- At a Glance: Business Lending (pdf)
- At a Glance: Express Creditline (pdf)
- At a Glance: Exchange-Traded Funds Program (pdf)
- At a Glance: Portfolio Management Group Overview (pdf)
- At a Glance: Staying Focused in Turbulent Times (pdf)
- Investing in the Capital Markets (pdf)
- Smith Barney Advisor (pdf)
- A Guide to Covered Call Writing (pdf)
- The Put Hedge: Protect Your Equity Investments (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.
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.
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