Morgan Stanley Wealth Management

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

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 one of its locations in Allentown, Pa.

Stifel is a full-service brokerage and investment banking firm offering a range of financial services to individual investors, professional money managers, businesses, and municipalities. Their services include securities brokerage, investment banking, trading, and investment advisory. With a focus on providing comprehensive financial solutions, Stifel caters to a diverse clientele seeking expert guidance in navigating the complexities of the financial markets. Whether clients are looking to invest, trade, or receive personalized financial advice, Stifel offers a wide array of services to meet their needs. Generated from their website's infomation