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Winter Park, FL Branch
Winter Park, FL Branch
Branch Location And Profile
G. Derek Tangeman, CFP®, CIMA®
Senior Vice President
Branch Manager
338 West Morse Boulevard
Suite 200
Winter Park, FL 32789
tel: 407-623-5600
toll free: 800-523-9906
fax: 407-628-3485
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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  • Request a free Comprehensive Financial Plan by clicking on Request Appointment.
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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.
FEATURED REPORTS

On the Markets (pdf)

A Flock of Black Swans (pdf)
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