Barbara Ludlow Taussig - Morgan Stanley Financial Advisor - HARTFORD, CT
Morgan Stanley
Barbara Ludlow Taussig
Vice President - Wealth Management
Financial Advisor
CityPlace I
185 ASYLUM ST., 21ST FL
HARTFORD, CT 06103
tel: (860) 275-0715
toll-free: (800) 248-4499 
fax: (860) 275-0793

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Boys and Girls Club Advisory Board
  • Connecticut Womens Council
Services
  • UGMA/UTMA
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Commodities
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Exchange Traded Funds
  • Executive Financial Services
  • Family Consulting
  • Futures
  • Insurance Services
  • Investment Policy Statements
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Trust Services and Accounting
  • Wealth Management
Education and Licensing
  • Michigan State University
  • Life and Health Insurance
  • Variable Annuities
  • Fixed Annuities
  • Long Term Care
  • Commodities
  • Series 31 Managed Futures
  • Series 7 General Securities
  • Series 63 Uniform Securities Agent State Law
  • Series 65 Uniform Investment Advisor Law
Business Experience
  • 1996 - Present: Morgan Stanley
    Vice President Wealth Mangement
    Financial Advisor
  • 1984 - 1996: Kidder Peabody

Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

  • You can access your investment accounts by clicking on Log In To your portfolio.

Barbara Ludlow Taussig holds the following registrations:
Securities Agent: CA, CO, CT, DC, FL, IL, IN, MA, MI, NC, NH, NJ, NY, OH, PA, RI, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures;

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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*References to length of service at Morgan Stanley include years at Morgan Stanley 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.
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.
Awards Disclosures

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