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Boca West Branch
Boca West Branch
Branch Location And Profile
Nicole Rothenberg
Senior Vice President
Branch Manager
1801 North Military Trail
Suite 300
Boca Raton, FL 33431
tel: 561-620-5000
toll free: 800-321-1034
fax: 561-620-5050
Email Us
hours:
M-F  8:30  -  5:00
Welcome
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life after retirement.
  • Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
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 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.
FEATURED REPORTS

A Flock of Black Swans (pdf)

On the Markets (pdf)

Making Plans: The Value of Financial Planning (pdf)
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Morgan Stanley Smith Barney
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