Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Wealth Management
- Alternative Investments
- Fixed Income
- Precious Metals
- 401(k) Rollovers
- 529 Plans
- Asset Management
- Business Succession Planning
- Cash Management
- Corporate Cash Management
- Corporate Pension Funds
- Corporate Retirement Plans
- Defined Contribution Plans
- Education Planning
- Endowments and Foundations
- Estate Planning
- Exchange Traded Funds
- Executive Benefit Services
- Executive Financial Services
- Financial Planning
- Insurance Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Private Banking
- Retirement Planning
- Stock Option Plans
- Structured Products
- M.B.A. in Finance - University of Houston
- B.S. - University of Utah
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Dustin M. Smith holds the following registrations:
Securities Agent: AK, AR, AZ, CA, IL, LA, MS, NY, TN, TX, UT, VA;
General Securities Representative;
Investment Advisor Representative;
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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.
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.
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