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Waterplace Group
at Morgan Stanley Smith Barney
Financial Advisors
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5900
toll free: 800-556-7757
fax: 401-861-2470
Email Us
Welcome Meet Our Group
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
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  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • Have you considered consolidating your rollovers in order to diversify your retirement assets? If you would like to learn more, speak with us.
  • Do you have a concentrated position in one company's stock? If yes, call us to learn about things you can do to diversify and decrease risk.
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.
FEATURED REPORTS

Equity Market Daily (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)

CD Rates (pdf)
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Morgan Stanley Smith Barney
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