Morgan Stanley Smith Barney serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Education and Licensing
Southern Illinois University Carbondale
FINRA Series 7, 8, 9, 31, 63, 65, IL L/H
Bulletin Board
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions). Act now – this offer is only available until May 31, 2012.
Please see Newsletters & Brochures on the left for a copy of our latest Newsletter.
Chris Reedy is licensed in the following state(s):
AZ, CA, FL, GA, IL, ND, NJ, NY, TX, WI, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
MSSB reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
Everything starts with an understanding of how you want to live and what you need to live that way.
Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Lifestyle Review
Everything starts with an understanding of how you want to live and what you need to live that way.
FAMILY RECORDS ORGANIZER
You want to be sure you can lay your hands on all your critical documents—health care proxies, powers of
attorney, wills, trusts, etc.—when you need them.
BENEFICIARY REVIEW
Having everything together makes it easy to ensure that you have the right beneficiary named on each
of your accounts and policies. Your Advisor can explain how beneficiary designations may be able to help
you minimize estate taxes.
RETIREMENT ACCOUNT ASSESSMENT
Managed properly, your 401(k) and IRA accounts can be powerful tools to help maximize retirement savings.
YOUR RETIREMENT INCOME PLAN
A key step is to figure out where your retirement "paycheck" will come from. You want to be sure that the
income from your investments, pensions and Social Security will meet your needs.
RISK REVIEW
Some things can jeopardize your retirement plans, including longevity, litigation, health care and long-term care
needs. Identifying these risks is the first step in protecting against them.
PENSION ELECTION
Figuring out what pension payout option makes the most sense for you can be a daunting project. We''ll help you
make sense of your choices.
SOCIAL SECURITY BENEFITS
Should you start collecting Social Security benefits at age 62? Or 65? How will your decision impact your
spouse''s Social Security benefits?
MEDICARE OPTIONS
When should you apply for Medicare? Which programs are best for you? How can you avoid potential penalties?
RETIREMENT ANALYSIS
As part of our ongoing commitment, we''ll schedule time to review your comprehensive retirement plan and
make sure it stays current with developments in your life.
