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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
My Story
Being a Financial Advisor is all about building relationships with clients. By learning more about you and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.
Paul B. Smith
I bring experience working with high net-worth individuals and families, as well as non-profit institutions to my work as a Financial Advisor at Morgan Stanley Smith Barney. I served for thirteen years as counsel to non-profit organizations in the areas of planning, management, and development of human and financial resources.

I graduated Phi Beta Kappa from the College of Wooster in Wooster, Ohio in 1981, and earned my masters degree from Indiana University in 1982. I am a member of the Medford Rogue Rotary, the Rogue Valley Symphony Board of Directors, and Medford First Christian Church. My wife, Rebecca, and I have four children.

My guiding principles with clients include:

  • Listening carefully and actively
  • Giving highly individualized attention to each client
  • Being imaginative in addressing issues and solving problems
  • Concern for my clients’ best interests while working towards achieving tangible results
  • Being clear and concise in written and verbal communications
  • Caring deeply for the persons with whom I work
    • 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.
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