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Myron H. Schwitzer
at Morgan Stanley Smith Barney
Guided Portfolio Management
13455 Noel Road
Two Galleria Tower, Suite 1800
Dallas, TX 75240
tel: 972-450-6690
toll free: 800-527-4175
fax: 972-450-6699
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Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • 401k Rollovers
  • 529 Plans
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Exchange Traded Funds
  • Financial Planning
  • Foreign Exchange
  • Lending Services
  • LGBT Planning Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
Bulletin Board
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

100 Point Commentary (pdf)
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Morgan Stanley Smith Barney
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