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Albert Steves V
First Vice President - Wealth Management
Financial Advisor
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6110
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Associations Education Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Charity Ball
    Board of Governors, 2003 - 2005
  • Southwest Foundation for Biomedical Research
    Young Founders Council, Board Member
  • Texas Cavaliers
    Former Board Member
  • Order of the Alamo
    Past President
  • San Antonio German Club
  • The Argyle
  • Club Giraud
  • San Antonio Country Club
Education and Licensing
  • BBA - Finance, 1986
    Southern Methodist University
  • Series 7 - General Securities Representative
  • Series 8 - General Securities Sales Supervisor
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Financial Advisor
    San Antonio, TX
  • 1987 - 2005: Morgan Stanley
    First Vice President, 1994 - 2000
    Assistant Branch Office Manager, 2003 - 2005
    Branch Office Manager, 2001 - 2002
    San Antonio, TX
  • Morgan Stanley Wealth Advisor, 2005
Services
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Retirement Planning
  • Municipal Bonds
Albert Steves V is licensed in the following state(s): AR, CA, CO, CT, FL, MA, MD, NC, NJ, NV, OK, TX
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.
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