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Stephen J. Salley
Stephen J. Salley
Financial Advisor
Financial Planning Specialist
1650 Tysons Boulevard
Suite 1000
McLean , VA 22102
tel: 703-394-1964
toll free: 800-336-0156
fax: 703-356-6492
Email Me
Welcome Associations Education Experience Services Honors
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Vienna Tysons Regional Chamber of Commerce
    Board of Directors
  • Business Network International
  • Heavy Construction Contractors Association
  • The Women's Center
  • Vienna Tysons Regional Chamber of Commerce - Finance & Membership Development Committees
  • Vienna Arts Society
  • Boy Scouts of America National Capital Area Volunteer
Education and Licensing
  • Bachelors of Science - Education
    Indiana University of Pennsylvania
  • Financial Planning Specialist Designation, 2005
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
    Virginia
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
  • 2004 - 2006: Legg Mason
  • 2000 - 2004: Wachovia Securities
Services
  • Retirement Planning
  • 401k Rollovers
  • Financial Planning
  • Wealth Management
  • Asset Management
  • Municipal Bonds
  • Lending Services
  • 529 Plans
  • Socially Responsible Investing
  • Exchange Traded Funds
  • Alternative Investments
  • Fixed Income
  • Philanthropic Services
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Investment Policy Statements
  • Corporate Retirement Plans
  • Certificates of Deposit
  • Annuities
  • Life Insurance
Honors and Recognitions
  • Blue Chip Council 2007
Bulletin Board
  • Listen to the replay of the Nov. 17 at 4:00 p.m. ET client call with host Chief Investment Officer Jeff Applegate and his guest Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, shared his outlook for the global economy and the markets in what was a lively discussion.

    AUDIO REPLAY INFORMATION:
    The replay will be available from 11/17/2009 to 12/17/2009.
    Participant Toll-Free Dial-In Number: (800) 642-1687
    Conference ID Number: 40144573
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Stephen J. Salley is licensed in the following state(s): CA, DC, DE, FL, GA, IN, MD, NC, OH, PA, TX, VA, WV
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

2009 Year-End Tax Planning Checklist (pdf)

Retirement Standard: Retirement Checklist (pdf)

On the Markets (pdf)
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