Morgan Stanley Aiken

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 Columbia, S.C.

Raymond James is a global financial services firm offering trusted advice and sophisticated strategies for individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, and more. With a focus on corporate responsibility and sustainability, Raymond James values its associates and their impact on the community. The firm's commitment to working responsibly is demonstrated through partnerships with organizations like Junior Achievement of Tampa Bay. Generated from the website

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.