Top Content Curve
Financial Advisors
2882 Sand Hill Road
Suite 200
Menlo Park, CA 94025
Suite 200
Menlo Park, CA 94025
tel: 650-234-5122
toll free: 800-456-0914
fax: 650-234-5150
toll free: 800-456-0914
fax: 650-234-5150
In the Press
- Stephanie Twomey Recognized as a Top Wealth Advisor by Barron's Winner's Circle (pdf)
-
Stephanie Twomey Recognized as a Top Financial Advisor
Selected by Worth Magazine (pdf) -
Stephanie Twomey Recognized as a Top Woman Financial Advisor
Selected by RJ Shook’s Winner’s Circle in Barron’s Magazine (pdf) -
Stephanie Twomeny Recognized as a Top 25 Wealth Advisor
Selected by RJ Shook’s Winner’s Circle in the Silicon Valley / San Jose Business Journal (pdf) -
Stephanie Twomey Recognized as a Top 25 Bay Area Women Wealth Advisor
Selected by RJ Shook’s Winner’s Circle in the San Francisco Business Times (pdf) - The Winner's Circle: The Bay Area's Top 25 Women Wealth Advisors (pdf)
- Worth Magazine Top 250 Wealth Advisor (pdf)
- Silicon Valley's Top 25 Wealth Advisors, 2008 - Silicon Valley Business Journal (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
Bottom Content Curve