Scott Smith
Financial Advisor
Kevin R. Myers
Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Susan W. Morris
Vice President - Wealth Management
Financial Advisor
Bruce G. Dutcher
First Vice President - Wealth Management
Gavin McQuiston
Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Kary Brownlee
Financial Advisor
Financial Planning Specialist
Philip M. Burger
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Vrinda V. Upadhye
Financial Advisor
Richard Yow
Financial Advisor
Financial Planning Specialist
The Castle Group
R. Mark Castle CFP® CIMA®First Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Virginia Persons
Financial Advisor
Adrian J. Powell
Financial Advisor
Financial Planning Specialist
Emmett H. Cloud
Financial Advisor
Kevin Sledge
Financial Advisor
Peter E. Conway
Financial Advisor
Financial Planning Specialist
Scott Allen
Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Stephen Lansing
Senior Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Nisu D. Shah
Financial Advisor
Shelia A. Henry
Financial Advisor
Financial Planning Specialist
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.