at Morgan Stanley Smith Barney
110 North Main Street, Suite 1100
Dayton, OH 45402
toll free: 800-223-0644
fax: 937-223-4010
Assistant Branch Manager
- Series 7, 31, 63 & 65 Licensed
- Accident, Health, Life & Variable Annuities Insurance Licensed
Guided Portfolio Manager
Financial Planning Specialist
- Series 7, 31, 63, 65 & 66 Licensed
- Life, Accident, Health & Variable Annuities Insurance Licensed
- CHARTERED RETIREMENT PLANS SPECIALISTSM
- Guided Portfolio Management Program
- Financial Planning Specialist Designation
- United States Air Force
Veteran
