Liam O'Brien - Morgan Stanley Smith Barney Financial Advisor

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Your financial success is my first priority. Morgan Stanley Smith Barney has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations

Chamber of Commerce
Rotary International
Knights of Columbus
Vero Beach Christian Business Association

Services

UGMA/UTMA
401k Rollovers
529 Plans
Alternative Investments
Annuities
Asset Management
Business Planning
Business Succession Planning
Cash Management
Certificates of Deposit
Corporate Retirement Plans
Corporations
Education Planning
Exchange Traded Funds
Financial Planning
Fixed Income
Foreign Exchange
Insurance Services
Life Insurance
Long Term Care Insurance
Municipal Bonds
Planning for Special Needs Individuals
Precious Metals
Professional Portfolio Management
Qualified Plans
Qualified Retirement Plans
Retirement Planning
Socially Responsible Investing
Stock Option Plans
Stock Purchase Plans
Structured Products
Structured Settlement Annuities
Wealth Management

Education and Licensing

Florida Atlantic University
BBA Management
Florida Atlantic University
BBA Marketing
Series 7
Series 66
Florida Insurance License Life, Health, Annuity

Bulletin Board

To see timely market data, including CD Rates, Quotes and MarketWatch, click on Key Links on the left.
See Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

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