Top Content Curve
Consulting Group
1995 University Avenue
Suite 500
Berkeley, CA 94704
Suite 500
Berkeley, CA 94704
tel: 510-486-2481
toll free: 800-543-9087 ext. 481
fax: 510-845-7288
toll free: 800-543-9087 ext. 481
fax: 510-845-7288
Welcome
Services
- Business Succession Planning
- Education Planning
- Estate Planning
- Financial Planning
- Retirement Planning
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Philanthropic Services
- Wealth Management
Bulletin Board
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Tuesday, November 18 at 4:00 pm ET with special guest Nouriel Roubini, Professor of Economics at New York University's Stern School of Business and cofounder and Chairman of RGE Monitor. Professor Roubini served as a senior adviser to the White House Council of Economic Advisers and the U.S. Treasury Department, has published numerous policy papers and books on key international macroeconomic issues, and is regularly cited as an authority in the media. More details to follow.
- Ask us about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
- The highest compliment we can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS
Equity Strategy: The Case for Bulls, Bears and In-Betweeners (pdf)
At a Glance: The Strength of Morgan Stanley Smith Barney (pdf)
100 Point Commentary (pdf)
Bottom Content Curve