Thomas E. Haase - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Experience Services Associations

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

Investment Management Consultants Association
Traverse City Rotary Club
National Cherry Festival, Director of Hero's Day
National Cherry Festival, Past President 2001
Knight of Columbus, Council 9979
Traverse City Golf and Country Club
United States Coast Guard Academy Alumni Association
Vice President, Traverse Symphony Orchestra

Services

Financial Planning
Estate Planning
Retirement Planning
401k Rollovers
Asset Management
Executive Benefit Services
529 Plans
Alternative Investments
Annuities
Fixed Income
Life Insurance
Long Term Care Insurance
Wealth Management

Education and Licensing

Bachlor of Science, United States Coast Guard Academy
Master of Pubic Administration, John F. Kennedy School of Government, Harvard University

Business Experience

1976 - 1996: USCG Search and Rescue Helicopter Pilot
1996 - 2004: A.G. Edwards & Sons, Inc.
2004: Morgan Stanley Smith Barney

Bulletin Board

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The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
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.

Thomas E. Haase is licensed in the following state(s): CO, FL, KS, MA, MI, NJ, NV, OH, PA, TX, VA, WA, WI

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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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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