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Kerem K. Turkel
Kerem K. Turkel
Consulting Group
Second Vice President - Wealth Management
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
1650 Tysons Blvd
10th Floor
McLean, VA 22102
tel: 703-556-8163
toll free: 800-336-0156
fax: 703-356-6492
Email Me
Welcome Education Services Associations Experience
Welcome

Morgan Stanley Smith Barney, combines the strength and expertise of two prestigious asset management names with a long history on Wall Street. The core of my business focuses on comprehensive asset management for individuals and institutions in the areas of cash/investment management, retirement and estate planning services. I design personalized investment portfolios and retirement planning strategies using stocks, bonds, mutual funds and private institutional money managers based on your specific long-term objectives and risk tolerances. I provide 401K and Government Thrift Savings Plan rollover strategies as well as diversification alternatives for highly concentrated Employee Stock Options. Our resources and experience in the institutional services from lending to investment banking and municipal bond markets offer strategies for your capital formation to tax protection. My goal is to earn your trust and gain your business for a lasting working relationship to helping you achieve your investment, retirement and estate planning objectives.
 
Education and Licensing
  • B.S. - Finance/Economics, 1992
    George Mason University
    Fairfax, VA
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory
  • Series 31 - Managed Futures
  • VA/MD Life & Health Insurance
  • Guided Portfolio Management
  • IMCA - Investment Management Specialist
  • Financial Planning Specialist Designation
Services
  • Asset Management
  • Private Banking
  • Lending Services
  • Estate Planning
  • Trust Services and Accounting
  • Alternative Investments
  • Wealth Management
  • Family Consulting
  • Philanthropic Services
  • Futures
  • Qualified Plans
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Structured Products
  • Institutional Services
  • 401k Rollovers
  • Annuities
  • Structured Settlement Annuities
  • Life Insurance
Associations
  • SMITH BARNEY TEE OFF FOR TOTS
    Carol Jean Cancer Foundation, Inc.
    Main Street Child Development Center
    The Reading Connection of Northern Virginia
    Loudoun Therapeutic Riding Foundation
    Growing Hope
    Medical Care for Children Partnership
    Community Holiday Coalition
Business Experience
  • 2002 - Present: Morgan Stanley Smith Barney* Citigroup Global Markets
    Second Vice President - Wealth Management
    Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Tyson's Corner, Tyson Boulevard, McLean, Virginia
  • 1999 - 2002: Salomon Smith Barney
    Second Vice President - Wealth Management
    Financial Advisor
    Tyson's Corner, Greensboro Dr., McLean, Virginia
  • 1997 - 1999: Smith Barney
    Financial Advisor
    Tyson's Corner, Greensboro Dr., McLean, Virginia
  • 1995 - 1997: Smith Barney Shearson
    Senior Marketing Associate
    Non - Profit Associations, Endowments & Foundations
    Tyson's Corner, Greensboro Dr., McLean, Virginia
  • 1991 - 1995: Shearson Lehman Brothers
    Marketing Associate, Individual Investment Services
    Tyson's Corner, Greensboro Dr., McLean, Virginia
Bulletin Board
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
  • Please contact us for a Complimentary Portfolio Review.
  • 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.
Kerem K. Turkel is licensed in the following state(s): CA, DC, DE, FL, IL, LA, MD, ME, MS, NC, NV, NY, OH, PA, RI, SC, TX, VA, WV
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

100 Point Commentary (pdf)

Consulting Group: Investment Diversification Using Asset Allocation (pdf)
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