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The Morgan McReynolds Group
at Morgan Stanley Smith Barney
Financial Advisors
493 Chestnut Street
Oneonta, NY 13820
tel: 607-432-5000
toll free: 800-962-2357
fax: 607-432-5043
Email Us
Group Details
Erna Morgan McReynolds
Erna Morgan McReynolds
Managing Director - Wealth Management
Financial Advisor
tel: 607-432-5000
toll free: 800-962-2357
fax: 607-432-5043
erna.morganmcreynolds@smithbarney.com
Professional Details
  • Experienced in Money Management, Estate and Retirement Planning
  • Consultant to endowments and foundations
  • Advisor to foreign government Social Security systems
  • Former NBC News, London Broadcasting Executive
  • Active in community affairs including Catskill Symphony, Friends of Bassetts, Hospice, Rotary, etc.
Erna Morgan McReynolds is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wendy Brown
Wendy Brown
Financial Advisor
Financial Planning Associate
tel: 607-432-5000
toll free: 800-962-2357
fax: 607-432-5043
wendy.m.brown@smithbarney.com
Professional Details
  • Associate and Applied Science - Nursing
  • Bachelor of Science - Chemistry
  • Specializes in retirement and investment planning
  • Active in community affairs - Catskill Symphony, Rotary, Franklin Stock Theatre
Wendy Brown is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Janet Branigan
Janet Branigan
Registered Marketing Associate
tel: 607-432-5000
fax: 607-432-5043
janet.branigan@smithbarney.com
Professional Details
  • Series 7, Series 63
  • NYS Insurance License: Life, Health, Variable Annuities and Variable Life
  • Bachelor of Science - Education
  • Experienced in financial services industry since 1994
Lori Cudney
Lori Cudney
Registered Marketing Associate
tel: 607-432-5000
fax: 607-432-5043
lori.a.cudney@smithbarney.com
Professional Details
  • Series 7, Series 63
  • NYS Insurance Licensed: Life, Health, Variable Annuities and Variable Life
  • Bachelor of Arts - Psychology
  • Experienced in financial services industry since 1998
Vicky Gardner
Vicky Gardner
Operations Associate
tel: 607-432-5000
fax: 607-432-5043
victoria.e.gardner@smithbarney.com
Professional Details
  • Notary Public
  • Associates Degree - Business Administration
Susan Mullen
Susan Mullen
Client Service Associate
tel: 607-432-5000
fax: 607-432-5043
susan.mullen@smithbarney.com
Professional Details
  • Textile Industry Executive for 20 years
  • Experienced in financial services industry since 2005
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.
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