Barbara Ludlow Taussig - Morgan Stanley Financial Advisor

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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.

Services

UGMA/UTMA
401k 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 Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
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Barbara Ludlow Taussig is licensed in the following state(s): CA, CO, CT, DC, FL, IL, IN, MA, MI, NH, NJ, NY, OH, PA, VA, VT

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 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 .

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