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Services
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Planning Services
Our Planning Services specialize in various areas of financial planning, including retirement planning, education planning, estate planning, insurance services and charitable planning.
Banking and Cash Management Services
We provide a comprehensive set of offerings to fulfill your banking and cash management.
Investor Education
Learn the basics of financial planning and investing. Broaden your investing know-how with online courses and more.
Philanthropic Services
While our generosity can certainly improve the communities in which we live and work, it can also help us financially. We offer strategies for both investors and nonprofit institutions to improve their situations through charitable giving.
Institutional Services
Learn more about Investment Consulting and the Corporate Client Group.
Lending Services
Need a loan? A mortgage? Visit our Lending Services section for details about the services available through Morgan Stanley Smith Barney.
Private Business Services
Whether you are looking for a more efficient way to manage cash, a better way to borrow funds or a more effective way to pass on your business, through our affiliation with Citibank, Morgan Stanley Smith Barney has the insight, resources and experience to help you meet your financial needs.
Wealth Management
Morgan Stanley Smith Barney offers the most extensive platform of customized servicing, individual strategies and product applications to help meet the requirements of the substantial private investor. Learn more about Wealth Management.
Citi Trust
Through our referral agreement with Citi Trust, you can obtain a broad range of personal trust services to meet the needs of individuals and their families.