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Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Senior Investment Management Consultant
Financial Planning Specialist
2825 East Cottonwood Parkway
Suite 210
Salt Lake City, UT 84121
Suite 210
Salt Lake City, UT 84121
tel: 801-947-3006
toll free: 866-799-4776
fax: 801-947-0699
toll free: 866-799-4776
fax: 801-947-0699
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.
- Taxes in America Client Conference Call Series (pdf)
- IRAs: Powering Your Retirement (pdf)
- Advisory Service for Family Wealth (pdf)
- Succession Planning for Your Business (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- At a Glance: Express Creditline (pdf)
- Capital Strategies: Your Business Your Life - Transition and Liquidity Strategies for Business Owners (pdf)
- Smith Barney Advisor (pdf)
- Charitable Giving at a Glance (pdf)
- Understanding Your Account Statement (pdf)
- Perspectives in Estate Planning (pdf)
- The Basics of Annuities: Planning for Income Needs (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.
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.
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