Top Content Curve
The Lubner Group
at Morgan Stanley Smith Barney
Financial Advisors
411 108th Avenue NE
Suite 1600
Bellevue, WA 98004
tel: 425-453-4792
toll free: 800-426-3348
fax: 425-453-3467
[Click to enlarge]
Email Us
Welcome Meet Our Group Services
Welcome

We are financial professionals who believe that you--as one of our most important clients--are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably never encountered at any other financial firm. We bring the scope and influence of two of the world’s strongest financial institutions to our most valued clients through the differentiating resources of Morgan Stanley Smith Barney.

This combination of personal attention and financial possibilities creates unexpected -- and welcome -- opportunities. Your financial life requires the broadest possible scope of expertise, and we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
Services
  • Asset Management
  • Trust Services and Accounting
  • Estate Planning
  • Endowments and Foundations
  • Corporations
  • Family Consulting
  • Private Banking
  • Corporate Pension Funds
  • Art Advisory
  • Alternative Investments
  • Corporate 529 Plans
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Philanthropic Services
  • 529 Plans
  • Municipal Bonds
  • Cash Management
  • Wealth Management
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • To learn more about us, our financial planning process, business and investment philosophy, please click on Our Practice.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Making Plans: The Value of Financial Planning (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]