Morgan Stanley Wealth Management

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 Bellevue, Wash.

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.

Founded in 1935 and located in Tacoma, Wash., Morgan Stanley is one of the leading financial institutions in the world. The company has a staff of more than 55,000 professional employees. It specializes in global integration of financial services. Morgan Stanley provides financial products and services to individual investors, companies, institutions and government agencies. The company also provides investment banking services that include financial advisory and capital-raising services to corporations, organizations and governments worldwide. Additionally, it has a Global Capital Markets group with an expertise in sales and trading of public and private securities based on market conditions to help clients to earn higher rate of return on investment. Morgan Stanley additionally offers investment and portfolio management services to its clients that include asset allocation and development of structured investment strategies. The company has its headquarters in New York City.