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The Stauffer and Bolin Group
at Morgan Stanley Smith Barney
Financial Advisors
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-6111
toll free: 800-223-0644
fax: 937-223-4010
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l to r: Larry Stauffer, Rex Kern, Mandy Hall, Randy Bolin
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Welcome Meet Our Group Services
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Services
  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • 401k Rollovers
  • Estate Planning
  • Education Planning
  • Exchange Traded Funds
  • Municipal Bonds
  • Certificates of Deposit
  • Lending Services
  • Insurance Services
  • Planning for Special Needs Individuals
  • Endowments and Foundations
  • Business Planning
  • Corporate Retirement Plans
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • Get to know our team better. Read our Team Brochure. Just click on the Our Viewpoint link on the left-hand side to access it. We hope you will enjoy getting to know us better.
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.
FEATURED REPORTS

On the Markets (pdf)

Building Your Retirement with Income Protection: Select Retirement (pdf)

Equity Strategy: Month-End Asset Return Table (pdf)
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Morgan Stanley Smith Barney
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