At Morgan Stanley Smith Barney, we know what''s behind the money you''ve earned. Our approach to investing is based on our time-tested way of doing business. It''s an approach that has helped our clients work toward their financial goals since we were established over a century ago.
I would encourage you to visit us at our new location downtown, which is reflective of our firm, one of the premium financial institutions in the world. Along these lines, I would also encourage you to talk with one of our highly-qualified Financial Advisors, who can conduct a thorough review of your personal situation to determine whether you are on track towards your financial goals. A few areas we can add value, aside from helping you manage your accounts, include:
• Lending
• Estate Planning
• Retirement Planning
• Education Planning
We look forward to seeing you.
- Before you buy another CD, talk with us about our wide selection of CDs with competitive yields, and make a more informed investment.
- Too many IRAs? Contact us to help consolidate your retirement plans.
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.