Paul B. Smith - Morgan Stanley Smith Barney Financial Advisor - Medford, OR

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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

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.

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
FMA at a glance (pdf)
Charitable Giving at a Glance (pdf)
Perspectives in Estate Planning (pdf)
SmithBarney.com - Internet Bill Pay Enrollment Card (pdf)
Why Plan for Long Term Care? (pdf)
The IRA Distribution Manual (pdf)
Retirement Standard Checklist (pdf)
Dr. Bob's Seven Principles of Wealth Planning (pdf)
Choosing a Retirement Plan for Your Business (pdf)
Succession Planning for Your Business (pdf)
Graystone: A Delicate Balance - Setting Foundation and Non Profit Spending Policy in a Volatile Market Environment (pdf)
Strategies for Institutional Investors (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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Investment products and services are offered through Morgan Stanley Smith Barney LLC, member SIPC. Morgan Stanley Smith Barney LLC is a registered broker/dealer and investment advisor, 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.

In general, references to Smith Barney or the Smith Barney division of Citigroup Global Markets Inc. should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC.
Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets
Inc. Responsibilities that describes their respective roles and functions. Clients may contact their Financial Advisor with questions about these changes.

The information and services provided on the website are intended for persons in the U.S. only.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. Member SIPC. All rights reserved.

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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.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.