The Financial Advisors at the Annapolis exemplify professionalism, objectivity and integrity in the way they establish and maintain their business relationships with individuals, families and institutional clients.
Excellence. Several of our Financial Advisors hold Morgan Stanley Club appointments (recognition for professionalism, success and dedication to clients).
Productivity. A substantial number of our Financial Advisors’ rank in the top half of the industry for average gross production.
Competency. A sizeable number of our Financial Advisors have completed extensive continuing education courses and attained professional designations that include CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA).
Teamwork. Many of our Financial Advisors and staff work as part of a team.
High Net Worth Client Relationships. A considerable portion of our client households have a balance of $1 million or greater.
* As of January 2013, as published in the Firm’s Focus Report
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”).
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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 .
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