J. David Barnett - Morgan Stanley Financial Advisor - Little Rock, AR
Morgan Stanley
J. David Barnett, CFA
Vice President
Financial Advisor
Financial Planning Specialist
2200 N Rodney Parham Rd Ste 100
Little Rock, AR 72212
tel: (501) 221-6310
toll-free: (800) 879-0089 
fax: (501) 221-6162

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.

Services
  • Wealth Management
  • Retirement Planning
  • Access to Lending Services
  • Education Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Asset Management
  • Socially Responsible Investing
  • Financial Planning
  • Fixed Income
  • Qualified Retirement Plans
Education and Licensing
  • Honor Graduate, Texas Christian University (1995)
  • M.A. in Finance, Texas Christian University (1999)
  • Certified Financial Analyst (CFA) designation (2001)
  • Securities Licenses: Series 7, 63 and 65
Business Experience
  • 2007 - Present: University of Arkansas at Little Rock
    Adjunct Professor, Advanced Statistics, Business School.
  • 2004 - Present: Morgan Stanley*
  • 2002 - 2004: Huron Consulting Group
    Houston
  • 1999 - 2002: Ernst & Young
    Valuation Group, Dallas & Houston

Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

  • See April On the Markets from the Global Investment Committee featuring

    “Uncomfortable”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out. 

    • “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.

    • “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.

    • Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

J. David Barnett holds the following registrations:
Securities Agent: AR, CA, CO, DC, FL, IA, IL, KS, LA, MA, MD, MO, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1274577

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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281