Charleston Branch - Morgan Stanley Smith Barney Branch - Charleston, SC
Morgan Stanley Smith Barney
Charleston Branch
Branch Location And Profile
Martha B McNeil
Branch Manager
First Vice President
200 Meeting Street
Suite 402
Charleston, SC 29401
tel: (843) 727-7700
toll-free: (800) 727-7701
fax: (843) 727-7777
From Left to Right: James Richman, Martha McNeil, Laura Saffer and Cindy Ware

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We 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. 

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  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery on smithbarney.com.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.

  • See Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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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