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Senior Vice President - Wealth Management
Retirement Plan Advisor
Wealth Advisory Specialist / Financial Advisor
Retirement Plan Advisor
Wealth Advisory Specialist / Financial Advisor
100 Middle Street
P.O. Box 3838
Portland, ME 04101
P.O. Box 3838
Portland, ME 04101
tel: 207-775-5678
toll free: 800-442-6722
fax: 207-771-0870
toll free: 800-442-6722
fax: 207-771-0870
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Consulting Group: TRAK - For Mutual Funds at NAV (pdf)
- Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)
- The Importance of Diversification: Historic Cycles of Asset Class Performance (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Give your Business and Your Life a Financial Advisor (pdf)
- At a Glance: Business Lending (pdf)
- At a Glance: Merger & Acquisition Services for Private Companies (pdf)
- Why Your 401(k) Plan Needs a Financial Advisor (pdf)
- Building Your Retirement with Income Protection: Select Retirement (pdf)
- Retirement Standard Checklist (pdf)
- Dr. Bob's Seven Principles of Wealth Planning (pdf)
- How Much is Enough? Income and Cash Flow Planning (pdf)
- Understanding Your Account Statement (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- Enrolling in smithbarney.com (pdf)
- Managing the Portfolio of Your Life (pdf)
- IRA Rollover Guide (pdf)
- smithbarney.com: Total View (pdf)
- FAQ: The Morgan Stanley Smith Barney Asset Allocation Models (pdf)
- Perspectives in Estate Planning (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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