Individual Investors - Your Financial Advisor

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Your Financial Advisor

Obtaining your financial goals is number one on your list; it is also number one on your Financial Advisor's list.

Our client-centered approach includes a disciplined five-step process that enables us to work with you to craft a solution to help meet your individual financial needs. Through this process we will help you:

	Develop a thorough understanding of your financial goals and objectives
	Review and analyze your current financial situation
	Identify and tailor solutions that can help you meet your individual needs
	Implement your customized strategy, including personalized services and benefits
	Monitor progress, periodically review strategies and we will maintain an ongoing commitment to you

All in all, your Financial Advisor will help grow, protect, and distribute your assets and overcome any potential obstacles that may arise. He or she brings a comprehensive, strategic approach to all aspects of your personal finance including:

Brokerage Solutions
	Investments
	Education Planning Services
	Lending Services
	Financial Assessment Tools

Advisory Solutions
	Financial Planning
	Managed Accounts

Life Cycle Solutions
	Insurance Coverage
	Personal Trust (Morgan Stanley Trust, NA)
	Wealth Planning Services

Business Services

Executive Services

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	The Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the Securities and Exchange Commission. In general, references to Morgan Stanley in this section of the site should be read as Morgan Stanley Smith Barney; however, some services will continue to be provided by Morgan Stanley & Co. Incorporated. Click here to read the Statement of Responsibilities, which explains the respective roles and functions of Morgan Stanley and Morgan Stanley Smith Barney. The information and services provided on the website are intended for persons in the U.S. only. Non-U.S. persons are directed to our Global Offices page. © 2009 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.