Market Information Delayed 20 Minutes
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services
- Alternative Investments
- Asset Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- Art Advisory
- 401k Rollovers
- Certificates of Deposit
- Annuities
- Life Insurance
Education and Licensing
- MBA, 1978
Cornell University
Ithaca, NY - BS, 1977
Cornell University
Ithaca, NY - Financial Planning Specialist Designation
- Senior Investment Management Specialist Designation
Honors and Recognition
- Chairman's Council-Smith Barney
- Barron's/Winners Circle Top Advisors Summit Attendee September, 2007
- President's Council - Smith Barney
- Century Council - Smith Barney
- Barron's Winners Circle "Top Women Financial Advisors Summit"
November, 2006
Business Experience
- 1989
- Present: Morgan Stanley Smith Barney
Senior Vice President
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Private Wealth Associate
New York, NY - 1986
- 1989: Merrill Lynch
Financial Advisor
New York, NY - 1985
- 1986: Self Employed
Financial Advisor
Basking Ridge, NJ - 1980
- 1985: Exxon International
Senior Financial Analyst
Florham Park, NJ - 1978
- 1980: Ernst & Young
Senior Tax Accountant / CPA
New York, NY
Bulletin Board
Whenever the market is up or down 150 points, the 150 Point Letter posted under Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
Renee Siegel is licensed in the following state(s):
AZ, CA, CO, CT, DC, FL, ID, IL, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SD, UT, VA
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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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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 .
