Elisa M. Martin - Morgan Stanley Smith Barney Financial Advisor

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Welcome Experience Associations Services Education

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

Business Networking International
President
Rochester, NY
Rochester Women's Network
Member
Rochester, NY
Gates-Chili Chamber of Commerce
Board Of Directors
Bivona Child Advocacy Center
Committee Member/volunteer
Rochester NY
Brook Lea Country Club Women's Association

Services

Asset Management
Estate Planning
Wealth Management
Financial Planning
Lending Services
Retirement Planning
529 Plans
Qualified Retirement Plans
Municipal Bonds
Long Term Care Insurance
Business Planning
Cash Management
Business Succession Planning
Education Planning
Exchange Traded Funds
401k Rollovers
Certificates of Deposit
Annuities
Commodities

Education and Licensing

Double Bachelors, 1994, Magna Cum Laude
BS Business Administration, BS Health Planning and Management
Alfred University
Alfred, NY
Series 7, 31, & 66 Licensed
Life, Health & Accident Insurance Licensed
Financial Planning Specialist Designation

Business Experience

Present: Morgan Stanley Smith Barney

Financial Advisor
Rochester, NY
Glaxo Smith Kline
Pharmaceutical Representative
Rochester, NY
Biovail Pharmaceuticals
Cardiovascular Specialty Representative
WNY region
Brain Injury Rehabilitation Unit
Unity Health System
Case Management Supervisor
Rochester NY

Bulletin Board

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.
Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up online for E-Delivery.
The Free Forever IRA^SM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.

Elisa M. Martin is licensed in the following state(s): AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, OK, PA, TX, 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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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 .

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Global Investment Committee: Asset Allocation and Strategy Weekly