Your financial success is my first priority. Morgan Stanley Smith Barney has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
- Stuart Sunrise Rotary Club
President, Board of Directors
Paul Harris Fellow - Boys & Girls Clubs of St. Lucie County
Committee Chairman - Immanuel Lutheran Church
Active Member - Martin County LEADERship Graduate, Class 14
- Children's Home Society Treasure Coast Board
- Library Foundation
Bookmania! Panel Moderator - Prior Affiliations: Past Board Member: Caring Children Clothing Children, Boys & Girls Clubs of St. Lucie County, Hobe Sound Chamber of Commerce, LEADERship Martin County
Florida --
Women's Investment Network (Partner); Treasure Coast Children's Museum, Planned Giving Council; Association of Fundraising Professionals (Past President), Board of Directors
Virginia --
Amazement Square, Board of Directors, Education Foundation, Board of Directors; United Way Board of Directors; St. Paul's Episcopal Church
- Asset Management
- Business Planning
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- Financial Planning
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- B.S. - 1981
James Madison University
Harrisonburg, VA - Chartered Retirement Planning Counselor
- Guided Portfolio Management Program
- Graduate of the Advanced Leadership Certificate Program
Clemson University - Pacific Institute Facilitator Training Program
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Florida Health, Life & Variable Annuity Insurance Licensed
- Financial Planning Associate Designation
- Soroptimist Club Woman of Distinction Honoree, Volunteer Category, 2010
- Soroptimist Club Women of Distinction Nominee 2009, 2010
- Rotarian of the Year 2009, Stuart-Sunrise Rotary Club
- Lynchburg Area Communicator of the Year 1996
- 2006
- Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
Stuart, FL - 2003
- 2006: Boys & Girls Clubs
Chief Development Officer &
National Field Consultant
Hobe Sound, FL - 1999
- 2003: Martin County School District
Grantwriter & Grantwriting Consultant
Stuart, FL - 1993
- 1999: Lynchburg City Schools
Public Information Officer - 1981
- 1993: Leggett Stores
Advertising and Human Resources
Independent Public Relations Consultant
If you are in transition, changing jobs or careers, call or email.
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.
