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Raleigh Branch
Raleigh Branch
Branch Location And Profile
William H. Sewell
Senior Vice President
Branch Manager
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
tel: 919-877-2400
toll free: 800-648-5571
fax: 919-877-2500
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.
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
  • Have you considered consolidating your rollovers in order to diversify your retirement assets? If you would like to learn more, speak with us.
  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? We work with business owners to create and implement qualified retirement plans.
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

Retirement Standard: Who is Helping You Write the Next Chapter of Your Life? (pdf)

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

On the Markets (pdf)
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