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 2014 Top 1,200 Advisors in a state-by-state ranking for the fifth consecutive year. This list recognizes Financial Advisors for their professionalism, skill and dedication to their clients; something I have been doing for over 29 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.
Claudia, 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 22, 2014, 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 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, 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* LLC nor its Financial Advisors pay 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. Morgan Stanley Smith Barney LLC. Member SIPC
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- Barron's "Top 1,200 Financial Advisors" February 22, 2014 for the fifth 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 January On the Markets from the Global Investment Committee featuring
• "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.
• "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.
• "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.
• Plus, look for more on US and global equities, fixed income investments, commodities and real estate.
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OK, OR, PA, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;