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Sam Webber
Second Vice President - Wealth Management
Wealth Advisory Specialist
Retirement Plan Advisor
Wealth Advisory Specialist
Retirement Plan Advisor
950 Winter Street
Suite 3400
Waltham, MA 02451
Suite 3400
Waltham, MA 02451
tel: 781-672-5404
toll free: 800-344-4495
fax: 781-672-5199
toll free: 800-344-4495
fax: 781-672-5199
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)
- Choosing a Retirement Plan for Your Business (pdf)
- Capital Strategies: Your Business Your Life - Transition and Liquidity Strategies for Business Owners (pdf)
- Consulting Group: Financial Planning for the 21st Century (pdf)
- Consulting Group: Managed Accounts and Mutual Funds -- Understanding the Difference (pdf)
- Consulting Group: The Value of Advice (pdf)
- Consulting Group: TRAK - For Mutual Funds at NAV (pdf)
- Dr. Bob's Seven Principles of Wealth Planning (pdf)
- Enrolling in smithbarney.com (pdf)
- Give your Business and Your Life a Financial Advisor (pdf)
- How Much is Enough? Income and Cash Flow Planning (pdf)
- How You Can Survive a Layoff (pdf)
- IRAs: Powering Your Retirement (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- Managing the Portfolio of Your Life (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- Succession Planning for Your Business (pdf)
- Why Plan for Long Term Care? (pdf)
- Why Your 401(k) Plan Needs a Financial Advisor (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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