Trevor A. Miller - Morgan Stanley Smith Barney Financial Advisor - Florham Park, NJ
Morgan Stanley Smith Barney
Trevor A. Miller
Financial Advisor
Financial Planning Specialist
400 Campus Drive
Florham Park, NJ 07932
tel: (973) 660-4723
toll-free: (800) 526-9075 
fax: (973) 236-3601
"If we all did the things we are capable of doing, we would literally astound ourselves." ~
Thomas A. Edison
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Baruch College Alumni Association
    New York, NY
  • New York Urban League
    Financial Education Facilitator
Services
  • Professional Portfolio Management
  • Retirement Planning
  • Lending Services
  • Long Term Care Insurance
  • Exchange Traded Funds
  • Fixed Income
  • Municipal Bonds
  • Certificates of Deposit
  • Insurance Services
  • 401k Rollovers
  • Wealth Management
  • Estate Planning
  • Business Planning
  • Financial Planning
  • Socially Responsible Investing
Education and Licensing
  • B.B.A. - Management Science,
    Baruch College
    New York, NY
  • Guided Portfolio Manager Designation
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Honors and Recognition
  • Citigroup Corporate and Investment Bank
    "Thanks to You" Awarded for Outstanding Performance Above and Beyond
  • National Urban League - Citigroup Financial Connections
    "Managing Your Money Wisely Series"
    Volunteer Certificate of Distinction for Going Above and Beyond
Business Experience
  • Morgan Stanley Smith Barney

    Financial Advisor
    Portfolio Manager
    Financial Planning Specialist
    New York, NY
  • Smith Barney

    Divisional Technology Training Officer
    Assistant Vice President
    New York, NY
  • Bankers Trust

    Management Consultant
    New York, NY
  • E. F. Hutton & Co.

    Department Manager
    New York, NY

Bulletin Board

  • The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
    Act now – this offer is only available until May 31, 2012.

  • An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

Trevor A. Miller is licensed in the following state(s): AZ, CA, CT, DE, FL, GA, IA, IL, LA, MA, MD, MO, NC, NJ, NY, OH, PA, RI, SC, TX, VA
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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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

smithbarney.com: Total View

A Guide to Municipal Bonds

Advisory Services for Family Wealth

This 10-minute film walks investors through the depth of advisory services at the firm, Consulting Group's 4-step process and the role Financial Advisors and money managers perform in the delivery of customized investment advice.

pp:3128 mp: 2281