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The Flury Williams Group
at Morgan Stanley Smith Barney
Financial Advisors
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5487
toll free: 800-837-5833
fax: 410-736-5499
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l - r: Joseph Pandullo, Adam Williams, Yvonne Lin
Craig Flury, Catherine Symanek
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Welcome

Our Vision

The Flury Williams Group at Morgan Stanley Smith Barney strives to develop long-lasting, meaningful client relationships to span generations. We are committed to understanding you, your goals and your family’s priorities. We know what is behind the money you have earned. That is why all our investment experience, capabilities and resources are focused on one objective – to help you invest wisely.

Our Mission

As your advisory team, we construct relationships founded on trust and integrity with people who value and appreciate our financial advice. By combining the experience and skills of the Flury Williams Group at Morgan Stanley Smith Barney we will design and implement a personalized financial road map based on the four pillars of comprehensive wealth planning: Lifestyle Management, Risk Management, Asset Management and Liability Management.
Services
  • Asset Management
  • Trust Services and Accounting
  • Qualified Plans
  • Retirement Planning
  • Qualified Retirement Plans
  • Stock Purchase Plans
  • Wealth Management
  • 401k Rollovers
  • Estate Planning
  • Financial Planning
  • Stock Option Plans
  • Business Planning
  • Business Succession Planning
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  • As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
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

On the Markets (pdf)
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