General Info

Morgan Stanley Smith Barney LLC is one of the leading global wealth management firms. Based in West Palm Beach, Fla., it offers a range of products and services, including financial planning, credit lending, cash management, insurance, retirement plans, wealth planning and brokerage/investment advisory services, to name a few. The firm also provides personal investment strategies for retirement, education, wealth transfer and other financial needs. It caters to individuals, businesses and institutions besides serving nearly 550 corporate clients. Morgan Stanley Smith Barney LLC holds a network of more than 18,000 financial advisors and is a member of Securities Investor Protection Corporation (SIPC).