General Info

Based in Surprise, Ariz., Morgan Stanley Smith Barney, LLC provides clients with financial advice, integrated solutions and intelligence. It is one of the leading wealth management companies globally and serves individuals, businesses and institutions. The company offers a range of services, including financial and wealth planning, cash management, brokerage/investment advisory services and credit/lending services. Morgan Stanley Smith Barney, LLC also offers annuities and insurance services along with retirement and trust services. It is a member of Securities Investor Protection Corporation (SIPC).