Top Content Curve
Worcester Branch
Branch Location And Profile
Kevin W. Hawkinson
First Vice President - Wealth Management
Branch Manager
Financial Planning Specialist
Branch Manager
Financial Planning Specialist
100 Front Street
15th Floor
Worcester, MA 01608
15th Floor
Worcester, MA 01608
tel: 508-791-2311
toll free: 800-451-4027
fax: 508-365-6295
toll free: 800-451-4027
fax: 508-365-6295
hours:
M-F
8:00 - 5:00
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.
- Consulting Group: Fiduciary Guidelines for Foundations & Endowment Trustees (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- IRAs: Powering Your Retirement (pdf)
- FMA at a glance (pdf)
- Managing the Portfolio of Your Life (pdf)
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- How You Can Survive a Layoff (pdf)
- Take Into Account All Your Accounts: Citigold for Smith Barney Clients (pdf)
- IRA Rollover Guide (pdf)
- Investing in the Capital Markets (pdf)
- The Basics of Annuities: Planning for Income Needs (pdf)
- The Put Hedge: Protect Your Equity Investments (pdf)
- Citi Personal Wealth Management: Consolidating Your Assets - Getting the Most Out of What You Have (pdf)
- smithbarney.com: Total View (pdf)
- At a Glance: Express Creditline (pdf)
- Perspectives in Estate Planning (pdf)
- Consulting Group: Lessons of Value - Teaching Children the Financial Facts of Life (pdf)
- Consulting Group: My Role As Your Investment Management Consultant (pdf)
- Choosing a Retirement Plan for Your Business (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.
Bottom Content Curve