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Your financial success is my first priority. Morgan Stanley Smith Barney has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services
- Wealth Management
- Asset Management
- Retirement Planning
- Estate Planning
- Financial Planning
- Professional Portfolio Management
- 401k Rollovers
- Fixed Income
- Alternative Investments
- Long Term Care Insurance
- Lending Services
- Futures
- Qualified Plans
- Municipal Bonds
- Philanthropic Services
- Trust Services and Accounting
- Qualified Retirement Plans
- Education Planning
- Life Insurance
Education and Licensing
- B.A. - Economics, 1992
University of Maryland
College Park, MD - CERTIFIED FINANCIAL PLANNER Certification
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
Honors and Recognition
- Presidents Council Advisor
Business Experience
- 2000
- Present: Morgan Stanley Smith Barney
First Vice President
Senior Investment Management Consultant
Financial Advisor
Certified Financial Planner
Lutherville, MD - 1994
- 2000: Bank One
Regional Director
Baltimore, MD
Bulletin Board
As a Certified Financial Planner, I will review your whole financial picture to educate you on the best decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service. To learn more, email me.
Benjamin G. Proctor III is licensed in the following state(s):
AZ, CA, CT, DC, DE, FL, GA, IL, IN, MD, NC, NJ, NY, PA, TN, VA
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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
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.
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 .
