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The Katz Team
at Morgan Stanley Smith Barney
Financial Advisors
1801 North Military Trail
Suite 300
Boca Raton, FL 33431
tel: 561-620-5000
toll free: 800-321-1034
fax: 561-620-5050
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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.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
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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.
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.
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FEATURED REPORTS

Portfolio Strategist - A Weekly Guide for Investors (pdf)

Making Plans: The Value of Financial Planning (pdf)
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