Perhaps you are managing the largest amount of money you have ever owned. Mistakes at this level can be costly. Many people get their advice or information haphazardly from various advisors. Respect the potential of your money. Surround yourself with people who understand Taxes, Risk and Wealth.
The Kelly Group at Morgan Stanley Smith Barney has been named as one of the top consulting teams in the country by Research Magazine. This ranking was based on months of research into over 70 firms on opinions from all levels of management and other advisors, client satisfaction and client-loss reports (when available), breadth of client services and community/industry involvement.
We are objective advisors that you can rely upon to help you manage the financial complexities of your wealth. We invest our time, experience, and knowledge in understanding your goals. We have helped our clients manage their financial lives for generations. We are prepared to help you.
*Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner''s Circle®, LLC , bases its rankings on qualitative criteria: professionals with a minimum of 7 years'' financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com. The rating may not be representative of any one client''s experience because it reflects a sample of all of the experiences of the advisor''s clients. The rating is not indicative of the advisor''s future performance. Neither Smith Barney nor its financial advisors pay a fee to The Winner''s Circle in exchange for the rating
We are pleased to announce that the Kelly Group was recognized in Barron’s as one of the Top 1,000 Advisors. The article appeared in the February 9, 2009 issue and is based on the methodology and criteria of independent research organization Barron’s Winner’s Circle. For details on criteria, please see In The Press.
Mary Beth Emson has achieved her Certified Financial Planner (CFP®) designation. The CFP® certification tests abilities in financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance. CFP® professionals are held to one of the highest levels of expertise and ethics in the financial services industry.
Brian Kelly Jr. of Morgan Stanley Smith Barney has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. As an AIF professional, Brian is trained to perform fiduciary assessments and judge how well investment professionals are fulfilling their duties.
