Jeremy coordinates our financial planning, investment analysis, and overall research efforts. He is a Magna Cum Laude graduate of the Honors Program at The George Washington University and is a member of or active in a number of organizations including the Israeli Venture Association, the National Defense Industrial Association, the National Military Intelligence Association, the Northern Virginia Technology Council, and the Washington DC Technology Council.

John is responsible for providing Morgan Stanley Smith Barney’s high net worth clients with sophisticated wealth planning advice, particularly in connection with intergenerational transfer strategies, estate planning, international planning, philanthropic techniques, business succession, executive compensation, diversification strategies, and risk management. Prior to joining Morgan Stanley Smith Barney, John served in a similar capacity for Legg Mason, Anderson, KPMG, and Coopers & Lybrand. He also has prior experience in the IRS National Office. He is a past Chair of the AICPA Trust, Estate, and Gift Tax Technical Resources Panel and is a member of the Steering Committee of the AICPA Advanced Estate Planning Conference. John has written and lectured extensively on numerous topics, including generation-skipping transfer taxes, managing an IRS estate tax audit, planning in a changing interest rate environment, and charitable giving techniques. Mr. Gardner received his law degree from the University of Maryland School of Law and his undergraduate degree from Duke University.

Brian runs the firm's middle market mergers and acquisitions practice. He has two decades of experience advising and operating private and public companies. He has and undergraduate degree from Cornell University and an MBA from Harvard Business School.

Louis is a Senior Vice President and Director of Executive Financial Services at Morgan Stanley Smith Barney. He focuses in restricted and control securities transactions and lending and derivative transactions. He received a doctorate of Law from Georgetown University School of Law.

Kristie is a representative of the Consulting Group, a division of Citigroup Global Markets Inc. She has been has been with the firm since 1993. She assists the firm's clients and Financial Advisors in developing customized investment strategies. These strategies are structured around asset allocation strategies that generally employ the use of individual investment management techniques and managers. She is Certified Investment Management AnalystSM and graduate of the University of Delaware.

Kim is the Regional Specialist for the Insurance Services Group in Morgan Stanley Smith Barney's National Capital Region. He focuses on insurance, business and estate planning, and has been a Regional Specialist for some of the leading financial services, brokerage and law firms. His experience includes non-qualified retirement plans. He is a graduate of the University of California at Santa Barbara.

John's focus is business banking and lending. He is with Citibank - Morgan Stanley Smith Barney's Commercial Banking group. John advises closely held businesses and their owners on their commercial lending and cash management needs. John's career includes twenty years in commercial banking. Mr. Orsag has a B.S. in Business Administration from Liberty University.

Bob is a Managing Director in the Global Private Client Group of Morgan Stanley Smith Barney. Bob has been with the firm, or predecessor firms, for the past 17 years. He is a member of the Planned Giving Group of Greater New York and the National committee on Planned Giving. He is a Phi Beta Kappa graduate of Colgate University, and holds a Ph.D with distinction from the Maxwell School of Citizenship and Public Affairs of Syracuse University.

Kim develops customized lending strategies for high net worth clients of Morgan Stanley Smith Barney Financial Advisors. Lending services include broad capabilities such as securities-based loans, residential mortgage loans, tailored loans, business loans, and other lending services offered by various areas within Morgan Stanley Smith Barney and Citigroup. She has twenty years experience in the banking and financial services industry. Prior to joining Morgan Stanley Smith Barney, she was with Wachovia. She is a graduate of the University of Delaware.