Top Content Curve
The Wides Group
The Wides Group
at Morgan Stanley Smith Barney
Financial Advisors
6735 Crosswinds Drive North
Saint Petersburg, FL 33710
tel: 727-381-1234
toll free: 800-237-2898
fax: 727-343-8203
Email Us
Welcome Meet Our Group Services
Welcome

OUR MISSION
 
The Wides Group at Morgan Stanley Smith Barney is a family-run team with a long-term commitment to your financial wellbeing. We are dedicated to building relationships with the purpose of being both advisor and friend to you and your family. We are committed to preserving the relationships we develop from one generation to the next. As a team, we complement each other’s strengths and serve our clients with a wide range of knowledge and experience. It is our goal to give you the same financial security and wealth opportunities that we want for ourselves.
 
OUR CAPABILITIES
 
Our wealth management capabilities include comprehensive financial planning and professional portfolio management provided to individuals and their families. We also work with business owners to provide cash flow management, retirement and deferred compensation plans, financing options for capital expansion, and business succession planning.
Services
  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Trust Services and Accounting
  • Insurance Services
  • Lending Services
  • Long Term Care Insurance
  • Cash Management
  • Business Succession Planning
  • Qualified Retirement Plans
Bulletin Board
  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
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.
FEATURED REPORTS

Market Review - John Goode (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]