Morgan Stanley Financial Advisors

Morgan Stanley is a global financial services firm and a market leader in securities, investment management, and credit services. With more than 600 offices in 28 countries, Morgan Stanley helps people achieve their financial aspirations. It was in 1997 that Morgan Stanley combined the complementary skills and resources of two powerful organizations: Morgan Stanley, established in New York in 1935, and Dean Witter, established in 1924 in San Francisco. These distinguished pedigrees comprise a record of historic firsts: in national and international expansion, in the use of technology, and in the development of new financial tools and techniques that have redefined the meaning of financial services for individual, institutional and investment banking clients. The company has $576 billion in assets under management. Morgan Stanley is well known for consistent dividend payout growth and an excellent credit rating.

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains a location in Rolling Hills Estates, Calif.

At Stifel, Babcock Ondracek Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.