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The Walker/Morse Group
The Walker/Morse Group
at Morgan Stanley Smith Barney
Financial Advisors
Reckson Executive Park
58 South Service Rd
Melville, NY 11747
tel: 631-755-8961
toll free: 800-477-7522
fax: 631-755-8999
Email Us
Welcome Meet Our Group Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Services
  • Asset Management
  • Estate Planning
  • Endowments and Foundations
  • Art Advisory
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Philanthropic Services
  • Municipal Bonds
  • Business Succession Planning
  • Wealth Management
  • Institutional Services
  • Investment Policy Statements
  • Corporate Retirement Plans
Bulletin Board
  • Nonprofits: Do you have a planned giving campaign? Contact us to receive a copy of our brochure Primer on Planned Giving, A Guide for Nonprofit Organizations.
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

How Your Account is Protected at Smith Barney (pdf)

Consulting Group: Institutional Clients -- A Delicate Balance - Setting Endowment Spending and Investment Policies (pdf)

How to Create a Family Mission Statement (pdf)
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