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.
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 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" February 23, 2015 for the sixth 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 July On the Markets from the Global Investment Committee featuring
• "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.
• "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.
• "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.
Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.
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