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 October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • 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, KS, KY, LA, MO, MS, NY, SC, TN, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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.
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*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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
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