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Margo V. McKinney
Margo V. McKinney, CFP®
Senior Vice President - Wealth Management
121 SW Morrison Street
16th Floor
Portland, OR 97204
tel: 503-221-6608
toll free: 800-452-0966
fax: 503-243-6753
Email Me
Welcome Associations Education Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Soroptimist International Member
    Portland, OR
  • BARRON'S Winner's Circle Conference for Top Women Financial Advisors, USA -2006, 2007, 2008
  • PORTLAND BUSINESS JOURNAL, Ranked #4 Top Financial Advisors, Portland, OR - 2008
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™, 1997
    College of Financial Planning
    Denver, CO
  • Series 7 & 63, 1983
  • Series 65 - Investment Advisory Agent
  • Insurance Licenses: Health, Life & Variable Annuity
Services
  • Wealth Management
  • Financial Planning
  • Lending Services
  • 529 Plans
  • Long Term Care Insurance
  • Women and Company®
  • Education Planning
  • 401k Rollovers
  • Insurance Services
Business Experience
  • 1983 - Present: Morgan Stanley Smith Barney*
    Senior Vice President
    CFP
    Portland, OR
  • 1976 - 1980: California Housing Securities - Mortgage Banker
    Vice President
    Branch Manager
    Sacramento, CA
  • 1963 - 1976: Pacific Telephone
    Senior Traffic Engineer
    Sacramento, CA
Bulletin Board
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
Margo V. McKinney is licensed in the following state(s): AL, AZ, CA, CO, DC, FL, GA, ID, IL, NV, OR, SD, TX, UT, VA, WA, 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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

At a Glance: The Strength of Morgan Stanley Smith Barney (pdf)

Nine Signposts for 2009 (pdf)

A Flock of Black Swans (pdf)
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Morgan Stanley Smith Barney
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