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Renee Siegel
Renee Siegel
Senior Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Private Wealth Associate
One Penn Plaza
43rd Floor
New York, NY 10119
tel: 212-643-5886
toll free: 800-223-4565
fax: 212-714-2546
Email Me
Welcome Honors Education Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Honors and Recognitions
  • Chairman's Council-Smith Barney
  • Barron's/Winner's Circle Top Advisors Summit Attendee September, 2007
  • President's Council - Smith Barney
  • Century Council - Smith Barney
  • Ranked Number One Producer for Women & Co. 2003 and Program to Date
    Smith Barney
  • Barron's Winners Circle "Top Women Financial Advisors Summit"
    November, 2006
Education and Licensing
  • MBA, 1978
    Cornell University
    Ithaca, NY
  • BS, 1977
    Cornell University
    Ithaca, NY
  • Financial Planning Specialist Designation
  • Senior Investment Management Specialist Designation
Services
  • Alternative Investments
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Art Advisory
  • 401k Rollovers
  • Certificates of Deposit
  • Annuities
  • Life Insurance
Business Experience
  • 1989 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Private Wealth Associate
    New York, NY
  • 1986 - 1989: Merrill Lynch
    Financial Advisor
    New York, NY
  • 1985 - 1986: Self Employed
    Financial Advisor
    Basking Ridge, NJ
  • 1980 - 1985: Exxon International
    Senior Financial Analyst
    Florham Park, NJ
  • 1978 - 1980: Ernst & Young
    Senior Tax Accountant / CPA
    New York, NY
Bulletin Board
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
Renee Siegel is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, ID, IL, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SD, UT, 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.
*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

100 Point Commentary (pdf)
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Morgan Stanley Smith Barney
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