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At Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Smith Barney was established over a century ago.
- Women and Company®
- Business Succession Planning
- Professional Portfolio Management
- Wealth Management
- Education Planning
- Corporate Retirement Plans
- 401k Rollovers
- Insurance Services
- Planning for Special Needs Individuals
- Institutional Services
- Defined Contribution Plans
- You can access your investment accounts by clicking on Your Portfolio on the left-hand side of this page.
- What do you have in mind for your retirement? Smith Barney’s complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
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- Investment Industry Experience Since 1989.
- Member of Smith Barney's Chairman's Council and Smith Barney's Premier Advisors Council
- B.A. - Economics, 1985
Kenyon College
Gambier, OH
- Certified Investment Management Analyst (CIMA®)
- Series 3, 7, 8, 63, 65 & Life, Health & Variable Annuity Licenses.
Brian J. Edwards, CIMA® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
- Investment Industry Experience Since 1999.
- BA - English, 1983
University of Tampa
Tampa, FL
- MA - English, 1985
Vanderbilt University
Nashville, TN
- 1985 - 1998: United Parcel Service - Management
- Series 7, 31, 63, 65 & Life, Health & Variable Annuity License.
Nicole T. Edwards is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV
- Investment Industry Experience since 1987
- BSBA - Finance, 1980
Franklin University
Columbus, OH
- ASBA - Management Science, 1980
Franklin University
Columbus, OH
- Series 7, 8, 31, 63, 65 & Life, Health & Variable Annuity Licenses
Pamela H. Van Hoose, CFP® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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14 Years Experience in Financial Services Industry
- B.A. - Media Communications, 1983
The Ohio State University
- The Ohio State University Presidents Club
Member
- Columbus Saves
Board Member
- Series 7, 63, 65 & Life, Health & Variable Annuity Licenses
Trent R. Baker, CFP® is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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Investment Industry Experience since 1986
- Executive Finance Service Specialist
- Series 7, 24, 63, 65 Licensed
- Life, Health & Variable Annuity Licensed
Gina R. Ricks is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
- BA - Strategic Communications, 2005
The Ohio State University
- Series 7, 31, 63 & 65 Licensed
- Life, Health & Variable Annuity Licensed
Jennifer Knochelmann is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI, WV
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
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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