I have been fortunate over the years to have the opportunity to work with many valued clients and help them grow, protect and pass on their wealth.
In a recent publication of Barron’s, I was included in the 2015 Top 1,200 Advisors in a state-by-state ranking for the sixth consecutive year. This list recognizes Financial Advisors for their professionalism, skill and dedication to their clients; something I have been doing for over 30 years.
In an effort to help ensure that you are receiving the best possible service, I need to know what matters most to you. Having wealth can create complex needs, which is why this website you are now reading may be a valuable resource to you. This site is updated weekly to inform you about significant topics in wealth planning and today’s market, and can serve as a starting point for our discussions about what is most important to you.
I look forward to speaking with you about any questions you may have and about how I can help you with any aspirations or plans in the making.
Nancy, Chris and I appreciate your continued confidence and support and look forward to a long and successful relationship with you.
Source: Barron's “Top 1,200 Advisors,” February 23, 2015, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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- Barron's "Top 1,200 Financial Advisors" March 7, 2016 for the seventh consecutive year
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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.
See April On the Markets from the Global Investment Committee featuring
• “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.
• “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low.
• “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much.
• Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, MT, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures