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Specialties
Asset Management
Executive Financial Services
Cash Management
Precious Metals
Structured Products
Certificates of Deposit
Professional Portfolio Management
Retirement Planning
401k Rollovers
Alternative Investments
Wealth Management
Financial Planning
Fixed Income
Qualified Retirement Plans
Annuities
Estate Planning
Municipal Bonds
Meet the Manager
Brian R. C.
Manager
Your financial success is my first priority. Together with Morgan Stanley Smith Barney, I formulate a strategy to help you achieve your most important financial goals & then deliver you a vast array of resources in the way that is most appropriate for you.