George Michael Belme-Morgan Stanley

As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With branches in Austin, Texas, the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Working with you to help preserve and grow wealth for your long-term goals