Hale / Miller Group - Morgan Stanley Smith Barney Team - Easton, MD
Morgan Stanley Smith Barney
Hale / Miller Group
at Morgan Stanley Smith Barney
28601 Marlboro Ave.
Suite 201
Easton, MD 21601
tel: (410) 770-6140
toll-free: (800) 634-0070
fax: 410820579
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Welcome

Our job as Financial Advisors is to help our clients organize their financial affairs, and then work with them to develop a plan that allows their income and their investments to support their desired lifestyle.  We advocate the team approach for each of our clients, coordinating efforts with the other professional advisors they employ, and when appropriate, introducing our clients to additional wealth management services that may positively impact their financial future.  In addition, our clients have access through the Morgan Stanley Smith Barney platform to some of the world’s most seasoned and respected investment professionals, a trading and execution platform and a full spectrum of investment choices.  Our consultative approach has positioned us as dedicated associates and primary advisors who deliver sound financial advice that our clients deserve.




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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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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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FEATURED REPORTS

Retirement Standard Checklist

401(k) Plan Sponsor: The Fiduciary Duty to Get Help

Private Wealth Organizer Workbook

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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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