Morgan Stanley Smith Barney

Raymond James Financial Services is a global firm based in Palm Beach, FL, offering trusted financial advice and tailored strategies for individuals and institutions. Their advisors focus on understanding each client's unique complexities to provide personalized financial planning and investment solutions. Backed by a team of specialists in various fields, Raymond James is committed to working responsibly and sustainably, as reflected in their corporate responsibility initiatives. Generated from the website

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).