Marina Schroeder - Morgan Stanley Financial Advisor - Tyler, TX
Morgan Stanley
Marina Schroeder
First Vice President
Financial Advisor
Financial Planning Specialist
909 East Southeast, Loop 323
Suite 170
Tyler, TX 75703
tel: (903) 579-2237
toll-free: (800) 777-7749 
fax: (903) 581-4323

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Green Acres Baptist Church
  • Christian Women's Job Corp / Board Member
Education and Licensing
  • Bachelor of Science in Accounting, 1982
    Texas A & M University
    College Station, TX
  • Series 7 - NYSE/NASD General Securities, 1994
    Tyler, TX
  • Series 63 - Uniform State Securities Agent, 1994
    Tyler, TX
  • Series 65 - Investment Advisor Agent, 1994
    Tyler, TX
  • Life/Accident/Health Insurance and Variable Annuity License, 1996
Business Experience
  • 2000 - Present: Morgan Stanley*

    First Vice President
    Tyler, TX
  • 1994 - 2000: Banc of America Investments

    Financial Advisor
    Tyler, TX
  • 1989 - 1994: Peltier Enterprises

    Finance & Insurance Manager
    Tyler, TX
  • 1985 - 1988: Weinstein, Spira, & Co.

    Tax & Audit Accountant
    Houston, TX

Bulletin Board
  • 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.

  • 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.

  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

Marina Schroeder holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DE, IA, KS, KY, LA, MI, MO, MS, NY, OR, SC, TN, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1297676

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.
Awards Disclosures
pp:3128 mp: 2281