The Dow Group - Morgan Stanley Smith Barney Team - Oak Brook, IL
Morgan Stanley Smith Barney
The Dow Group
at Morgan Stanley Smith Barney
2211 York Road
Suite 100
Oak Brook, IL 60523
tel: (630) 573-9719
toll-free: (800) 755-9755
fax: (630) 572-9030
Welcome


The Dow Group’s mission is to help our clients achieve financial security and safely prepare for retirement, with less financial concern. We strive to accomplish this through detailed and comprehensive financial planning, professional portfolio management, superior personal service, and ongoing education.

We look to become our client’s primary advisor, helping to coordinate all areas of financial planning and risk management.  While each client is unique, they have one thing in common: they want unbiased financial advice from experienced, proactive, and caring professionals. For more information on how the Dow Group aspires to deliver this experience, please select “Working Together” on the left side of this page, or contact us for a brochure of our services.




Bulletin Board
  • We will periodically update the Featured Report with new educational material we feel you may find interesting or timely. Please visit often and feel free to contact us with any questions you may have.

  • 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.
Morgan Stanley Smith Barney ("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
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.
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.
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 .

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