William Currie - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Experience Services Associations

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Ithaca Rotary Club
Tompkins County Estate Planning Council
Lansing School District Corporate Development Committee
Cayuga Lake Cruising Fleet
Lansing Community Recreation - Coach

Services

Asset Management
Fixed Income
Financial Planning
Retirement Planning
Estate Planning
Wealth Management

Education and Licensing

B.S. - Syracuse University, 1977
School of Management
Syracuse, NY
Series 7 - NYSE/NASD, 1985
General Securities Registration
Consulting Group Associate, 1990
Smith Barney Consulting Group University
Series 65, 1991
Investment Advisory Agent
Financial Planning Specialist, 2003
Completed Financial Planning Training Program
Insurance Licensed:
Life, Accident and Health
Series 10 - Branch Office Manager, 2010
General Securities Registration
Series 9 - Branch Office Manager, 2010
Options Registration

Honors and Recognition

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Business Experience

1985 - Present: Morgan Stanley Smith Barney

Vice President
Resident Manager
Financial Advisor
Ithaca, NY
1978 - 1984: The Pillsbury Company

Account Executive
Albany, NY

Bulletin Board

Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

William Currie is licensed in the following state(s): AZ, CA, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, MN, MO, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, VT, WA

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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

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FEATURED REPORTS

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