Marnie Schroer - Morgan Stanley Smith Barney Financial Advisor

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Welcome Services Experience Education Associations

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations

Spokane Community Housing Association Inc.
Board Member
Spokane, WA
Junior League of Spokane
Spokane, WA
Inland Northwest Business Alliance
Spokane, WA
National Association of Women Business Owners
Spokane,WA
Toastmasters
Spokane, WA

Services

Financial Planning
Estate Planning
Retirement Planning
529 Plans
Lending Services
Qualified Plans
Long Term Care Insurance

Education and Licensing

MA - University of Iowa
Iowa City, IA
BA - Barnard College, Columbia University
New York City, NY
Financial Planning Specialist Designation
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
AZ, IA, ID, GA, MT, WA Life & Disability Insurance Licensed
Certified Financial Planner Designation

Business Experience

2007 - Present: Morgan Stanley Smith Barney

Financial Advisor
Financial Planning Associate
Spokane, WA
2005 - 2007: NoteOne

Broker Program Supervisor / Underwriter
Spokane, WA
1996 - 2005: Metropolitan Mtg & Sec / WULA

Production Executive
Spokane, WA

Bulletin Board

The Free Forever IRA^SM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Marnie Schroer is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, ID, MT, NV, NY, OR, PA, UT, WA, 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.

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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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