Thomas Henry - Morgan Stanley Smith Barney Financial Advisor

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Welcome Associations Education Services Experience

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

Rotary International
Lafayette, CA
Navy League of the United States
Lake Merritt Council, CA
Chamber of Commerce
Lafayette, CA

Services

Family Consulting
Asset Management
Lending Services
Estate Planning
Wealth Management
Endowments and Foundations
Certificates of Deposit

Education and Licensing

Bachelor of Arts, 1965
University of California
Berkeley, CA
Series 65 - Investment Advisory Agent, 1996
San Francisco, CA
Registered in Various States

Honors and Recognition

Paul Harris Fellow

Business Experience

1965 - Present: Morgan Stanley Smith Barney

Senior Vice President
San Francisco, CA

Bulletin Board

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An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager. To learn more, call or send an email.

Thomas Henry is licensed in the following state(s): AZ, CA, CO, GA, HI, IL, UT, WI

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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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 .