Shell Duggan Perl Group - Morgan Stanley Smith Barney Team

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Welcome

You are unique, as are your values and goals. The Shell Duggan Perl Group at Morgan Stanley Smith Barney takes the time to understand this distinct perspective and to realize exactly what you want out of life. With a customized and thoughtful approach, we develop truly comprehensive wealth strategies that incorporate what matters most to you.

Whether you are accumulating wealth, investing for income, planning for retirement or creating a distribution approach that meets your lifestyle and legacy goals, we provide tailored guidance and strategies that are suited for your needs. We want to help you build the best future possible, in a context that is relevant to your personal life. Contact us and discover how we can help you attain the financial security and confidence that you deserve.

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The Free Forever IRA SM 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.
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The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.

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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