Steven Lease - Morgan Stanley Smith Barney Financial Advisor - AUBURN, CA
Morgan Stanley Smith Barney
Steven Lease
Financial Advisor
416 AUBURN-FOLSOM RD
AUBURN, CA 95603
tel: (530) 888-6727
toll-free: (800) 776-1987 
fax: (530) 888-6726
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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Rotary International
Services
  • 401k Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporations
  • Defined Contribution Plans
  • Education Planning
  • Endowments and Foundations
  • Estate Planning
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Master of Business Administration - UC Davis
  • Bachelor of Science Electrical Engineer - UC Davis
Honors and Recognition
  • Eagle Scout

Bulletin Board
  • See Market Insights for the January On the Markets from the Global Investment Committee featuring

    • "The Case for Portfolio Diversification Redux"  Portfolio diversification can improve and smooth out performance across investment environments and, given today's volatile markets, it's a concept worth revisiting.   
    • "Gorillas in the Midst of a Stronger Dollar" Conventional wisdom holds that the stocks of US multinationals don't do well when the dollar is strong, but we have data that suggests the multinationals—sometimes called "global gorillas"—can do quite well during strong-dollar periods. 
    • "The Place to Go for Yield" Many investors would not put "emerging markets" and "dividend yield" in the same sentence. However, emerging market equities have a higher dividend yield than the S&P 500 and a much faster dividend growth rate
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.

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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*Includes years at Smith Barney, affiliates and predecessor firms.
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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.
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