Branch Manager
Suite 3050
Houston, TX 77002
toll free: 800-890-2774
fax: 713-658-2729
- Welcome to Morgan Stanley Smith Barney (pdf)
- Retirement Standard Checklist (pdf)
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- Consulting Group: Client Questionnaire (pdf)
- Dr. Bob's Seven Principles of Wealth Planning (pdf)
- Consulting Group: Taxes and the Long-Term Investor (pdf)
- Enrolling in smithbarney.com (pdf)
- smithbarney.com: Total View (pdf)
- SmithBarney.com - E-Delivery Enrollment Card (pdf)
- SmithBarney.com - Internet Bill Pay Enrollment Card (pdf)
- Global Stock Plan Services (pdf)
- How You Can Survive a Layoff (pdf)
- Consulting Group: Managed Accounts and Mutual Funds -- Understanding the Difference (pdf)
- At a Glance: Staying Focused in Turbulent Times (pdf)
- Simplifying Your Investments with a Unified Managed Account (pdf)
- Consulting Group: The Prudent Fiduciary (pdf)
