The Edwards Group - Morgan Stanley Smith Barney Team - Columbus, OH
Morgan Stanley Smith Barney
The Edwards Group
at Morgan Stanley Smith Barney
4449 Easton Way
Suite 300
Columbus, OH 43219
tel: (614) 473-2401
toll-free: (866) 273-3726
fax: (614) 473-2450
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Standing from L to R: Kristy A. Burcham, Pamela H. Van Hoose, CFP, Stacie A. Lyme & Andrew D. Schmitmeyer, CRPC
Sitting from L to R: Brian J. Edwards, CIMA, CRPS, Nicole T. Edwards & Trent R. Baker, CFP, CRPS     
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Welcome


The Edwards Group at Morgan Stanley Smith Barney was formed to help investors build, preserve and distribute wealth. To achieve this objective, we help investors consolidate assets, articulate investment policy statements, build comprehensive financial plans, develop appropriate asset allocations and adjust their plans accordingly.

The Edwards Group prides itself on tailoring each plan and investment recommendation to the client’s specific goals and objectives. By integrating Morgan Stanley Smith Barney’s Consulting Group research into our recommendations, we strive to match the best money managers available to each client’s investment objectives. This methodology seeks to be cost-competitive, tax-efficient, while assisting with risk management and diversification within a client’s portfolio.


© 2011 Morgan Stanley Smith Barney LLC. Member SIPC. Consulting Group and Investment Advisory Services are divisions of Morgan Stanley Smith Barney LLC.




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  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? We work with business owners to create and implement qualified retirement plans.

  • See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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.
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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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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.
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