Patty Black - Morgan Stanley Smith Barney Financial Advisor - Syracuse, NY
Morgan Stanley Smith Barney
Patty Black
Consulting Group
Vice President
Financial Advisor
Financial Planning Specialist
100 Madison Street
17th Floor
Syracuse, NY 13202
tel: (315) 448-3373
toll-free: (800) 234-8133 
fax: (315) 479-8592
Email Me

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
  • Society for Human Resource Management
    Member
  • National Heart Association
    Fund Raising Committee
  • YMCA of Central New York
    Fund Raising Committee
  • Fayetteville Manlius Youth Recreation Committee - Member
  • Business Network International (BNI)
  • Women Business Owners Connection (WBOC)
Services
  • Asset Management
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Corporate 529 Plans
  • Private Banking
  • Wealth Management
  • Corporate Pension Funds
  • Taft-Hartley Plans
  • Endowments and Foundations
Education and Licensing
  • BS - Accounting
    State University of New York - Geneseo
    New York, NY
  • Financial Planning Specialist Designation
  • Certified Internal Auditor (CIA)
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Life, Health & Long Term Care Insurance Licensed
  • NYS Partnership for Long Term Care
Honors and Recognition
  • Graduated Honors - State University of New York at Geneseo
Business Experience
  • Morgan Stanley Smith Barney</b><BR>Vice President<BR>Financial Planning Specialist<br>Syracuse, NY

    Vice President
    Financial Planning Specialist
    Syracuse, NY

Bulletin Board

  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals. To learn more, email me.

  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!

Patty Black is licensed in the following state(s): CA, CT, FL, IL, KS, MA, MD, MO, NC, NH, NJ, NY, PA, SC, VA
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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