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Paul B. Smith
Paul B. Smith
Second Vice President - Wealth Management
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
680 Biddle Road
Medford, OR 97504
tel: 541-618-6408
toll free: 800-547-1741
fax: 541-773-1720
Email Me
Welcome Associations Education Honors Services Experience
Welcome

Welcome! My goal is to provide personalized wealth management services with tangible results to select individuals, families, and institutions.  I help manage your financial resources within a practice that builds value with exceptional service.

I strive to help you:
• Simplify your life
• Ensure consistent income in retirement
• Transition wealth from one generation to the next and the causes you care about
 
My goal is to help meet your needs and serve as your principal Financial Advisor.  I look forward to being of service to you.
Associations
  • Medford Rogue Rotary
    Member
    Medford, OR
  • Medford First Christian Church
    Board Member
    Medford, OR
  • Rogue Valley Symphony
    Board Member
    Medford, OR
Education and Licensing
  • B.A. - Religion, 1981
    College of Wooster
    Wooster, OH
  • M.A. - Arts Administration
    Indiana University
    Bloomington, IN
  • Investment Management Specialist Designation
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Honors and Recognitions
  • Phi Beta Kappa, 1981
    College of Wooster
Services
  • Wealth Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Alternative Investments
  • Business Succession Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Institutional Services
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Medford, OR
  • 1992 - 2005: Smith Associates Consulting
    President
    Medford, OR
  • 1985 - 1992: Arnel Management Company
    Executive Vice President
    Costa Mesa, CA
Bulletin Board
  • For the latest Global Investment Committee meeting report, please click on the Special Reports link on the left and choose Global Investment Committee: Summary of Monthly Committee Meeting.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, click on the Seminars and Events link on the right-hand side of this web page.
Paul B. Smith is licensed in the following state(s): AZ, CA, CO, ID, KY, MT, OR, TN, VA, WA, WV, WY
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.
FEATURED REPORTS

On the Markets (pdf)

How Your Account is Protected at Smith Barney (pdf)
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