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Paul B. Smith
Paul B. Smith
Second Vice President - Wealth Management
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
680 Biddle Road
Medford, OR 97504
tel: 541-618-6408
toll free: 800-547-1741
fax: 541-773-1720
Email Me
Welcome Associations Education Honors Services Experience
Welcome

Welcome! My goal is to provide personalized wealth management services with tangible results to select individuals, families, and institutions.  I help manage your financial resources within a practice that builds value with exceptional service.

I strive to help you:
• Simplify your life
• Ensure consistent income in retirement
• Transition wealth from one generation to the next and the causes you care about
 
My goal is to help meet your needs and serve as your principal Financial Advisor.  I look forward to being of service to you.
Associations
  • Medford Rogue Rotary
    Member
    Medford, OR
  • Medford First Christian Church
    Board Member
    Medford, OR
  • Rogue Valley Symphony
    Board Member
    Medford, OR
Education and Licensing
  • B.A. - Religion, 1981
    College of Wooster
    Wooster, OH
  • M.A. - Arts Administration
    Indiana University
    Bloomington, IN
  • Investment Management Specialist Designation
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Honors and Recognitions
  • Phi Beta Kappa, 1981
    College of Wooster
Services
  • Wealth Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Alternative Investments
  • Business Succession Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Institutional Services
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Medford, OR
  • 1992 - 2005: Smith Associates Consulting
    President
    Medford, OR
  • 1985 - 1992: Arnel Management Company
    Executive Vice President
    Costa Mesa, CA
Bulletin Board
  • A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
  • Listen to the replay of the Nov. 17 at 4:00 p.m. ET client call with host Chief Investment Officer Jeff Applegate and his guest Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, shared his outlook for the global economy and the markets in what was a lively discussion.

    AUDIO REPLAY INFORMATION:
    The replay will be available from 11/17/2009 to 12/17/2009.
    Participant Toll-Free Dial-In Number: (800) 642-1687
    Conference ID Number: 40144573
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
Paul B. Smith is licensed in the following state(s): AZ, CA, CO, ID, KY, MT, OR, TN, VA, WA, WV, WY
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.
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.
FEATURED REPORTS

2009 Year-End Tax Planning Checklist (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
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