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The Boca Raton Group
at Morgan Stanley Smith Barney
Financial Advisors
595 South Federal Highway
4th Floor
Boca Raton, FL 33432
tel: 561-393-1522
toll free: 800-327-0144
fax: 561-393-6250
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Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Services
  • Trust Services and Accounting
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Wealth Management
  • Corporate Retirement Plans
  • Annuities
  • 401k Rollovers
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  • View your Forms 1099, access tax calculators and software, and get other important tax information in the Tax Center. To visit the Tax Center see Key Links.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
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.
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.
FEATURED REPORTS

Portfolio Strategist - A Weekly Guide for Investors (pdf)

100 Point Commentary (pdf)
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Morgan Stanley Smith Barney
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