Top Content Curve
The Towne Centre Group
The Towne Centre Group
at Morgan Stanley Smith Barney
Financial Advisors
7777 Fay Avenue
Suite 300
La Jolla, CA 92037
tel: 858-456-4917
toll free: 800-423-8258
fax: 858-459-3164
Email Us
Welcome Meet Our Group
Welcome

At Morgan Stanley Smith Barney, our team’s approach to conducting business with our clients is based on our time-tested process of comprehensive asset and liability management. With access to all of Citigroup’s vast capabilities and resources, we are able to offer our clients sound financial counsel in nearly every area of their personal and corporate investment needs. As our relationship builds over time, we will be able to anticipate your changing circumstances and help advise you on appropriate wealth management strategies.

The Towne Centre Group’s three main focus areas are: Wealth Management, which caters to all financial aspects of High Net Worth Individuals and Family Offices; Executive Financial Services, which provides Retirement Plans, Stock and Option Plans, Investment Banking, and Cash Management for both Public and Private corporations; and Charitable Planning Services, which provides wide-ranging Investment Advice, Financial Planning and Asset Management for Non-Profit Organizations, Foundations and other Charities.
Bulletin Board
  • 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.
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.
FEATURED REPORTS

Perspectives in Estate 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]