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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
Group Details
Maynard Lichterman, CFP®
Senior Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 510-486-2414
toll free: 800-543-9087 ext. 414
fax: 510-845-7288
Professional Details
- CERTIFIED FINANCIAL PLANNER™, 1988
College of Financial Planning
Denver, CO - B.S. - Business Administration, 1966
Roosevelt University
Chicago, IL - Smith Barney Chartered
Council Member - Rotary Club of North Oakland
Past President
Emeryville, CA - Temple Isaiah
Past President - Smith Barney Chairman's Council
Member
Maynard Lichterman, CFP® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
Robert Appleby, CIMA®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
tel: 510-486-2438
toll free: 800-543-9087 ext. 438
fax: 510-845-7288
Professional Details
- Bachelor of Science Degree, 1974
UC Berkeley
Berkeley, CA - Children's Council of San Francisco
Board of Directors
Member - Series 3, 7, 63 & 65 Licensed
Life & Annuity Insurance Licensed - 30+ years of experience in financial services
Robert Appleby, CIMA® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
Julie Baeder, CIMA®
Second Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Senior Investment Management Specialist /
Financial Advisor
tel: 510-486-2406
toll free: 800-543-9087 ext. 406
fax: 510-845-7288
Professional Details
- 17 Years of Investment Industry Experience
- Licenses Held: Series 7, 65, 63, 31 and Insurance
- Executive Women International
Finance Committee 1998 - 2003 - The Investment Management Consultant's Association
Ethics Committee 1998 - 2005 (Chairman 2003 - 2005)
National Conference Committee 2005 - Present - Girls, Inc. - Finance Committee (present)
- Blue Chip Council 2005 - 2008
Julie Baeder, CIMA® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
John S. Lin, CFP®
Second Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
tel: 510-486-2435
toll free: 800-543-9087 ext. 435
fax: 510-845-7288
Professional Details
-
B.S. - International Business, 1999
Cal Poly Pomona - Smith Barney Financial Planning Specialist Designation
CERTIFIED FINANCIAL PLANNER™ - Financial Services Industry Experience since 2000
- Series 7, 31, 63, 65, Long Term Care & Life Insurance Licensed
- Blue Chip Council - Smith Barney
John S. Lin, CFP® is licensed in the following state(s): AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MA, MN, NC, NJ, NM, NV, NY, OR, TX, UT, WA, WI, WY
Scott H. Paine
Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 510-486-2412
toll free: 800-543-9087 ext. 412
fax: 510-845-7288
Professional Details
- 30+ Years of Financial Services Industry Experience at Morgan Stanley Smith Barney* and Predecessor Firms
- President's Council - Smith Barney
- B.A. - Political Science, 1962
University of California - Berkeley
Berkeley, CA
Senior Member of Alumni Association - Rotary Club International, Berkeley Chapter
Past President
Berkeley, CA - French Foundation
Alta Bates Summit Hospital Foundation - Delegate
The Guardsmen of San Francisco - Senior Member
Scott H. Paine is licensed in the following state(s): AZ, CA, CO, DC, FL, GA, HI, IL, IN, LA, MN, NC, NM, NV, NY, OR, TX, UT, WA
Walter Stevenson
Senior Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
tel: 650-773-0679
toll free: 800-543-9087 ext. 420
fax: 510-845-7288
Professional Details
- 2008 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Portfolio Manager / Financial Advisor - Founded Stevenson Capital Management in 1983
- 7 Years Experience with a Major West Coast Firm Prior to Founding Stevenson Capital Management
- Held a Seat on the Pacific Stock Exchange in the Late 1970's
Walter Stevenson is licensed in the following state(s): AZ, CA, CT, ID, NV, OR, TX, WA
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.
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