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The Taylor Group
at Morgan Stanley Smith Barney
Financial Advisors
Fifth Third Building
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4079
toll free: 800-223-0644
fax: 937-223-4010
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Welcome Meet Our Group Services
Welcome

We seek to understand our clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. We determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. We also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Services
  • Asset Management
  • Estate Planning
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Stock Option Plans
  • Corporate Trust Services
  • Municipal Bonds
  • Long Term Care Insurance
  • Wealth Management
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
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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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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