Menlo Park, CA - Morgan Stanley Smith Barney Branch Office: Scott Rash, Manager

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Menlo Park Branch

Menlo Park Branch

Branch Location And Profile

Scott Rash

Senior Vice President
Complex Manager
Family Wealth Director

2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025

tel: 650-926-7600
toll free: 800-624-7248
fax: 650-926-7650

hours:

M-F 6:00 - 4:00

Brochures

Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.

Welcome to Morgan Stanley Smith Barney (pdf)
Perspectives in Estate Planning (pdf)
Charitable Giving at a Glance (pdf)
Dr. Bob's Seven Principles of Wealth Planning (pdf)
Do You Have an Old Plan for a New Life? Getting the most out of your life insurance coverage (pdf)
IRAs: Powering Your Retirement (pdf)
IRA Rollover Guide (pdf)
FMA at a glance (pdf)
Global Stock Plan Services (pdf)

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.

PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs

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.

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The information and services provided on the website are intended for persons in the U.S. only.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. Member SIPC. All rights reserved.

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Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.