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Traverse City Branch
Traverse City Branch
Branch Location And Profile
Branko Gegich
Vice President - Wealth Management
Branch Manager
300 East Front Street
Suite 300
Traverse City, MI 49684
tel: 231-941-7200
toll free: 800-530-9979
fax: 231-941-5820
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.
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  • Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
  • See Special Reports for the latest edition of the Citigroup Global Wealth Management Newsletter: On the Markets.
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
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

On the Markets (pdf)

Current Outlook (pdf)

Municipal Market Commentary (pdf)
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