Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Investments, Cash Management and Lending
- Financial Planning and Financial Goal Analysis
- Retirement Planning
- Education Planning
- Estate Planning
- Personal Trust
- Life Insurance
- Long Term Care Insurance
I offer an array of solutions for both your near-term priorities and long-term objectives.
Managed Accounts and Advisory Solutions
- Fixed Income
- Mutual Funds
- 529 Plans
- Cash Management Services
- Business Cash Management Services
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
Corporate and Business Solutions
- Traditional, Roth, Inherited IRAs
- IRA Rollovers
- Roth Conversions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
- 401(k) Plans
- 403(b) / 457(b) Plans
- Nonqualified Deferred Compensation Plans
- Profit Sharing and Money Purchase Plans
- SEP, SIMPLE and SAR-SEP Plans
- Business Cash Management and Lending
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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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.
Certified Financial Planner Board of Standards, Inc. owns the certification marks
CFP CERTIFIED FINANCIAL PLANNER™and federally registered CFP
(with flame design)® in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .