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The Chase Group
The Chase Group
at Morgan Stanley Smith Barney
Corporate Client Group
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
tel: 650-926-7140
toll free: 800-965-2765
fax: 650-926-7187
Email Us
Welcome Meet Our Group Services
Welcome

Welcome to The Chase Group at Morgan Stanley Smith Barney. This site has been designed to introduce and provide public corporations and their employees with benefit and compensation plan information, and advice-based wealth management services and products information including financial planning, estate planning, asset management, and cash management.  
 
The Chase Group at Morgan Stanley Smith Barney is a team of experienced Financial Advisors dedicated to providing comprehensive financial advice and the highest level of professional services. Each Financial Advisor is committed to providing clients with personalized service and astute counsel. Our Financial Advisors are also supported by the extensive resources of Smith Barney and Citi®, one of the world’s largest, most respected financial services firms.  
 
When you establish a relationship with our Financial Advisors in The Chase Group at Morgan Stanley Smith Barney, you gain their unshakable commitment to understand you thoroughly and work closely with you to help you and your family achieve your goals. Whatever those goals may be, you can be certain that we will strive to bring prudent attention to every detail of our relationship and to earn your complete confidence. We look forward to meeting you and inviting you to consult with our Financial Advisors in the near future.
Services
  • 401k Rollovers
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Education Planning
  • Estate Planning
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Insurance Services
  • Lending Services
  • Municipal Bonds
  • Professional Portfolio Management
  • Retirement Planning
  • Stock Purchase Plans
  • Wealth Management
Bulletin Board
  • As a participant of your company’s benefit and compensation plan, you are being offered a free Financial Management AccountSM (FMA®). For more information on the FMA, please click on the FMA at a glance link located in the Featured Report section above.
  • To enroll in the FMA, please click on the Account Forms link on the left-hand side and complete and sign the FMA Application (located under the FMA Maintenance section) and fax to: 650-926-7187 or mail to Morgan Stanley Smith Barney, Attn: The Chase Group, 2775 Sand Hill Road, Suite 120, Menlo Park, CA. 94025.
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.
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

FMA at a glance (pdf)

100 Point Commentary (pdf)

Making Plans: The Value of Financial Planning (pdf)
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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.
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