We are financial professionals who believe that you--as one of our most important clients--is entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other financial firm. We bring the scope and influence of two of the world’s strongest financial institutions to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.
This combination of personal attention and financial possibilities creates unexpected -- and welcome -- opportunities. Your financial life requires the broadest possible scope of expertise, and we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
- Estate Planning
- Family Consulting
- Private Banking
- Alternative Investments
- Lending Services
- Philanthropic Services
- Business Planning
- Business Succession Planning
- Wealth Management
- Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center experts to help.
- As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
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.