The Abacus Group - Morgan Stanley Smith Barney Team

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Welcome

The Mission of The Abacus Group at Morgan Stanley Smith Barney is to serve as the Chief Financial Officer of our client’s lives.

Our Vision is to be the most competent and respected solutions-based wealth management team, providing the highest level of service to our select group of clients.

• Team Core Values
    • Service: Providing the highest level of service to our clients
    • Integrity: Doing the right thing
    • Competence & Expertise: Competence/Training plan for each team member
    • Communication: Healthy and respectful debate
    • Trust: Being committed and accountable
    • Respect: Personal, professional and non-judgmental

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