Morgan Stanley Smith Barney

Smith Barney is one of the leading providers of comprehensive financial planning and advisory services to investors, institutions, corporations and private businesses, governments and foundations throughout the world. With more than 14,000 financial advisers in over 700 offices worldwide, the company offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, and cash and portfolio management, as well as retirement, education and estate planning. It has expertise in global investment research, securities trading, investment banking, asset management and brokerage services. A private wealth management unit of Citigroup Global Markets, Smith Barney manages approximately nine million client accounts in the United States.

Raymond James Financial Services in Rochester, NY is a global firm specializing in providing trusted financial advice and tailored strategies for individuals and institutions. Their comprehensive range of services includes wealth management, investment solutions, financial planning, estate and charitable giving, banking, lending, insurance, institutional, and private wealth services. Committed to corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and prioritizes a supportive and inclusive work environment for its associates, emphasizing a strong culture that values their contributions. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.