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Fort Worth Branch
Fort Worth Branch
Branch Location And Profile
Victor Medina
First Vice President
Branch Manager
1320 South University Drive
Suite 1000
Fort Worth, TX 76107
tel: 817-336-7891
toll free: 800-666-3929
fax: 817-882-4949
Email Us
hours:
M-F  8:00  -  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.
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  • 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.
  • Visit our municipal bond inventory under Key Links on the left to search our database to find the Fixed Income Securities we offer that complement your portfolio.
  • We have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact us if you have questions.
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

2009 Year-End Tax Planning Guide (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Current Outlook (pdf)
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