Two of the most powerful names in wealth management, Morgan Stanley and Smith Barney, have joined forces to create a new industry leader.
Whether you're looking for simple financial solutions or the most sophisticated kinds of investments, Morgan Stanley Smith Barney Financial Advisors serve as your gateway to the strength and resources of our firm. Our Financial Advisors have access to award-winning global research and a diversified international presence through our affiliate companies.
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.
We focus our firm's worldwide resources on providing our clients with financial advice, integrated solutions and intelligence across all the world's major markets.
IRA.com Financial AdvisorAbout Phil
Morgan Stanley Smith Barney brings together the knowledge and insight of two leading global wealth management firms to support your investing goals. Your Financial Advisor can help you understand how market developments may impact your investment strategy.
Contact Phil »How I can help you pursue your financial goals
Phil's Location
Still need help? There are tons of free resources over in our Savings Center »
If you are looking to open an IRA, click here to find the plan that works for you »
