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The Lubner Group
at Morgan Stanley Smith Barney
Financial Advisors
411 108th Avenue NE
Suite 1600
Bellevue, WA 98004
tel: 425-453-4792
toll free: 800-426-3348
fax: 425-453-3467
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Welcome Meet Our Group Services
Welcome

We are financial professionals who believe that you--as one of our most important clients--is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other financial firm. We bring the scope and influence of two of the world’s strongest financial institutions to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.

This combination of personal attention and financial possibilities creates unexpected -- and welcome -- opportunities. Your financial life requires the broadest possible scope of expertise, and we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
Services
  • Asset Management
  • Trust Services and Accounting
  • Estate Planning
  • Endowments and Foundations
  • Corporations
  • Family Consulting
  • Private Banking
  • Corporate Pension Funds
  • Art Advisory
  • Alternative Investments
  • Corporate 529 Plans
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Philanthropic Services
  • 529 Plans
  • Municipal Bonds
  • Cash Management
  • Wealth Management
Bulletin Board
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
  • To learn more about us, our financial planning process, business and investment philosophy, please click on Our Practice.
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.
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

Volatility and the Long-Term Investor (pdf)

12 Reasons to Invest in Tax-Free Municipal Bonds (pdf)

Making Plans: The Value of Financial Planning (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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