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Washington, D.C.
Washington, D.C.
Branch Location And Profile
James J. Dornan
Managing Director
Branch Manager
1850 K Street Northwest
Suite 900
Washington, DC 20006
tel: 202-857-5444
toll free: 800-424-3209
fax: 202-857-5460
Email Us
hours:
M-F  8:00  -  5:00
Welcome
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Bulletin Board
  • Join us November 2, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Roth IRA conversions - Beginning next year, everyone will be able to convert an IRA to a Roth IRA. Which clients should (and, importantly, which should not) take advantage of this conversion opportunity and how will the rules operate?

    Participant Dial in number: (866) 502–2159
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
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

Capital Strategies: View From The Middle (pdf)

Equity Strategy: Month-End Asset Return Table (pdf)

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)
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