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The Michele Dandrea Group
at Morgan Stanley Smith Barney
Financial Advisors
1650 Tysons Blvd
10th Floor
McLean , VA 22102
tel: 703-394-1961
toll free: 800-336-0156
fax: 703-356-6492
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In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Education Planning
  • 529 Plans
  • Fixed Income
  • Municipal Bonds
  • Annuities
  • 401k Rollovers
  • Qualified Retirement Plans
  • Defined Contribution Plans
  • Lending Services
  • Long Term Care Insurance
  • Life Insurance
Bulletin Board
  • Join us December 1, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Gift and Estate Planning - Will the estate tax, in fact, disappear next year or will Congress act? What will the eff ect of any legislative action be on various gift and estate planning strategies, and how you should be preparing yourself? For more details, see brochures.

    Participant Dial in number: (866) 502–2159
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
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.
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.
FEATURED REPORTS

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Bond Market Monthly (pdf)
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