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

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

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
  • 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
  • 1994 - Present: Morgan Stanley
    Vice President Wealth Mangement
    Financial Advisor
  • 1984 - 1994: 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 September On the Markets from the Global Investment Committee featuring

    • "Shaken, Not Stirred" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says despite the US stock market’s recent fall, not much has changed to his outlook for growth and earnings, especially in the US. The extreme volatility, he explains, is a result of global rebalancing, which ultimately may lead to a more sustainable expansion.

    • "Equities, the Dollar, Gas Price and Recession Risk" The US dollar is a headwind for equities, but oil prices could be a big plus for consumers and companies, explains Ellen Zentner, chief US economist for Morgan Stanley & Co. Also noteworthy is the fact that the firm’s economic models indicate a very low probability of recession.

    • "The Value of Rebalancing" Markets can make a well-constructed portfolio go awry. Periodic rebalancing will bring the asset allocation back in line—and may even enhance returns.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who focuses on US stocks.

  • 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, MA, MD, 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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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.
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