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The Orion Group
at Morgan Stanley Smith Barney
Financial Advisors
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4000
toll free: 800-477-3044
fax: 303-825-4407
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Back - L - R: Nancy Palmer, Mark Palmer, Angie Palmer
Front - L - R: Bridget Lozano, Anne Sechler
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Welcome Meet Our Group Services
Welcome

We at the Orion Group at Morgan Stanley Smith Barney deliver personalized strategies designed to assist our clients in managing and preserving their wealth. With clients from 35 states across the US and each in varying stages of their lives, we create personalized services for them to reach their financial goals and changing financial needs. By building long term relationships with our clients and their support team (CPA, attorney, trust advisor, ect.), we aspire to be our client’s cornerstone for financial security.
Services
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Women and Company®
  • Professional Portfolio Management
  • Wealth Management
  • Education Planning
  • Life Insurance
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  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
  • Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.
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.
FEATURED REPORTS

Global Investment Committee Monthly (pdf)

Retirement Standard: Who is Helping You Write the Next Chapter of Your Life? (pdf)

Citi Personal Wealth Management: Consolidating Your Assets - Getting the Most Out of What You Have (pdf)
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