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Consulting Group
100 N. Main St., Suite 2500
Winston-Salem, NC 27101
Winston-Salem, NC 27101
tel: 336-721-9203
toll free: 800-334-4401
fax: 336-721-4940
toll free: 800-334-4401
fax: 336-721-4940
Group Details
Michael A. Dowell
Second Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Financial Planning Specialist
Portfolio Manager / Financial Advisor
Financial Planning Specialist
tel: 336-721-9251
toll free: 800-334-4401
fax: 336-721-4940
Professional Details
- 2004 - present: Morgan Stanley Smith Barney*
- 1986 - 2004: Morgan Stanley
- BS
Wake Forest University, 1986 - Series 3, 7, 6, 65, Life, Health, Disability & Long Term Care Insurance Licensed
- Financial Planning Specialist Designation
- Portfolio Management Institute
Member - Bermuda Run Country Club
Board of Governors - Hobbies include Tennis, Golf and Bird Watching
Michael A. Dowell is licensed in the following state(s): CA, CO, DC, FL, GA, KY, NC, NJ, NY, OH, PA, SC, TX, VA
Gerald E. Smith, CIMA®
Second Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 336-721-9255
toll free: 800-334-4401
fax: 336-721-4940
Professional Details
- 2004 - present: Morgan Stanley Smith Barney*
- 1984 - 2004: Morgan Stanley
- Certified Investment Management AnalystSM, 2001
The Wharton School
University of Pennsylvania - 1969 - 1971: Wake Forest University Graduate School
- 1965 - 1969: Greensboro College, BA
- 1992 - 1993: W - S Civitan Distinguished President
- 1980 - 1984: United Way - Charlotte / Mecklenburg
- 1973 - 1980: Executive Director, Salem Youth Center
- 1971 - 1973: Children and Youth Ministry Director, Downtown Church Center
- Hobbies include Golf, Grandchildren, Landscaping
- Series 3, 6, 7, 63, 65, Life, Health, Disability & Long Term Care Insurance Licensed
Gerald E. Smith, CIMA® is licensed in the following state(s): CA, CO, DC, FL, GA, KY, NC, NJ, NY, OH, PA, SC, TX, VA
Terry A. Watkins
Registered Associate
tel: 336-721-9203
fax: 336-721-4940
Professional Details
- Morgan Stanley Smith Barney* Sept. 2000 - Present
- Banc of America Investment Services 1990 - 2000
- Series 7, 63, 9, 10 licensed
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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