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The Gray Group
at Morgan Stanley Smith Barney
Financial Advisors
1911 Frank Scott Parkway, East
Suite 1
Shiloh, IL 62269
tel: 618-628-2272
toll free: 800-556-5606
fax: 618-628-2248
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Welcome Meet Our Group Services
Welcome

We seek to understand our clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. We determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. We also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Services
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Business Planning
  • Women and Company®
  • Education Planning
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  • Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
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.
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.
FEATURED REPORTS

On the Markets (pdf)

Choosing a Retirement Plan for Your Business (pdf)

Making Plans: The Value of Financial Planning (pdf)
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Morgan Stanley Smith Barney
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