Morgan Stanley Wealth Management

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General Info

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 a location in Peoria, Ill.

Extra Phones

Fax: (309) 671-3710

TollFree: (800) 527-3579

Phone: (309) 671-2815

Location

Associated Bank Plz

AKA

Morgan Stanley Smith Barney

Mgmt Wealth

Other Link

https://advisor.morganstanley.com/the-grandview-capital-group

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents

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Details

Phone: (309) 671-2800

Address: 401 Main St Ste 1000, Peoria, IL 61602

Website: https://advisor.morganstanley.com/the-grandview-capital-group