George Littrell III - Morgan Stanley Financial Advisor - Frederick, MD
Morgan Stanley
George Littrell III, CRPC
Vice President, Wealth Management
Financial Advisor
30 West Patrick Street
Seventh Floor
Frederick, MD 21701
tel: (301) 696-8263
toll-free: (800) 634-0072 
fax: (301) 663-4798

 

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • George is active in his home community, involved with many non-profit and government boards. He is a past chair of the Frederick Community College Board of Trustees and currently chairs the Frederick Community College Foundation Board of Directors. George is involved with Hood College, active with their Board of Associates. He is a member of the Spires Brass Band Board of Directors and involved in other local community organizations.
Services
  • Wealth Management
  • Retirement Planning
  • Corporate Cash Management
  • Business Succession Planning
  • 401(k) Rollovers
Education and Licensing
  • BA Management, Hood College, Frederick, MD
Business Experience
  • 1993 - Present:  Financial Advisor

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

George Littrell III holds the following registrations:
Securities Agent: CA, CO, DC, FL, KY, MA, MD, MI, MO, NC, NH, NV, OH, PA, SC, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative;

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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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