Andrew S Oberman - Morgan Stanley Financial Advisor - Clayton, MO

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Andrew S Oberman
Senior Vice President
Financial Advisor
Direct: (314) 889-9803
Branch: (314) 863-2000     Fax: (314) 854-5606
Mail: 7733 Forsyth Blvd.  Suite 2100, Clayton, MO 63101

Financial Solutions

Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.

    Planning
    Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
      Investments, Cash Management and Lending
      I offer an array of solutions for both your near-term priorities and long-term objectives.
        Managed Accounts and Advisory Solutions
        With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
          Personal Retirement Planning
          I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
            Corporate and Business Solutions
            For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
              *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

              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.

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              Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. 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.

              Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

              Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

              Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

              Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
              Awards Disclosures
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