Top Content Curve
Stephen J. Salley
Stephen J. Salley
Financial Advisor
Financial Planning Specialist
1650 Tysons Boulevard
Suite 1000
McLean , VA 22102
tel: 703-394-1964
toll free: 800-336-0156
fax: 703-356-6492
Email Me
Welcome Associations Education Services Honors Experience
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
  • Vienna-Tysons Regional Chamber of Commerce
    Board of Directors
  • Business Network International
  • Heavy Construction Contractors Association
  • The Women's Center
Education and Licensing
  • Bachelors of Science - Education
    Indiana University of Pennsylvania
  • Financial Planning Specialist Designation, 2005
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
    Virginia
Services
  • Retirement Planning
  • 401k Rollovers
  • Financial Planning
  • Wealth Management
  • Asset Management
  • Municipal Bonds
  • Lending Services
  • 529 Plans
  • Socially Responsible Investing
  • Exchange Traded Funds
  • Alternative Investments
  • Fixed Income
  • Philanthropic Services
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Investment Policy Statements
  • Corporate Retirement Plans
  • Certificates of Deposit
  • Annuities
  • Life Insurance
Honors and Recognitions
  • Blue Chip Council 2007
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
  • 2004 - 2006: Legg Mason
  • 2000 - 2004: Wachovia Securities
  • 1989 - 2000: Fairfax County Public Schools
Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • 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.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Stephen J. Salley is licensed in the following state(s): CA, DC, DE, FL, GA, IN, MD, NC, OH, PA, TX, VA, WV
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

Global Economic Outlook and Strategy (pdf)

How to Survive a Layoff (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]