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Vice President - Wealth Management
Senior Portfolio Manager
Financial Advisor
Senior Portfolio Manager
Financial Advisor
1650 Tysons Blvd
10th Floor
McLean, VA 22102
10th Floor
McLean, VA 22102
tel: 703-556-8174
toll free: 800-336-0156
fax: 703-356-6492
toll free: 800-336-0156
fax: 703-356-6492
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- Investment Diversification Using Asset Allocation
- Seven Strategies for Investing During Volatile Markets
- Addressing the Wealth Planning Needs of Women Investors
- Staggered Retirement: When One Spouse Leaves the Workforce
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Baby Boomers Prepare for Retirement
- Early IRA Withdrawals Can Be Costly
- Time Is Money: Deciding When to Take Social Security
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part I
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part II: Medicare and Medigap
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part III—Long-term Care
- The Hard Facts of Long-Term Care Insurance
- The Life Stages of Wealth: What You Should Consider Today and Tomorrow by Women & Co.
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
- For Some, Zero Capital Gains Tax Due
- Alternative Investments
- Developing Investment Policy Statements for Foundations
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.
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