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Marcus Waterbury, Wealth Advisor
Financial Planning
Investment Management
Retirement Planning
Tax Efficient strategies
KEY BUSINESS INFORMATION
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AWARDS AND DESIGNATIONS
  • CPWA, CIMA, RMA
  • Five Star Wealth Advisor
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Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.