William M. Vick - Gregory D. Cho - Morgan Stanley Smith Barney Financial Advisors

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The Vick/Cho Group
at Morgan Stanley Smith Barney

Financial Advisors

111 Santa Rosa Avenue
Suite 200, PO Box 1030
Santa Rosa, CA 95404

tel: 707-571-5778
toll free: 800-752-5340
fax: 707-526-1103

Email Us

Welcome Meet Our Group

Welcome

We are "all financial things to some people." As relationship managers to our clients' other professional advisors, we focus on the true needs of the client: Life Planning, Risk Management, Credit & Liability Management and Asset Management. Our mission is to provide you with the utmost care and personalized service. Through financial planning we will help you create wealth management strategies. We focus on accumulating and preserving your assets as well as addressing your liabilities and unique circumstances. We seek to enrich the lives of our clients.

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You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.

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.

FEATURED REPORTS

On the Markets (pdf)

Enrolling in smithbarney.com (pdf)

SmithBarney.com - E-Delivery Enrollment Card (pdf)

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