Welcome

As Senior Portfolio Management Director, I bring to the table a team with over 50 years of combined experience in addressing the complexity of estate and financial planning strategies.  In addition to providing viable solutions that are appropriate for you, our coordination with estate attorneys and CPAs seeks to deliver consistent results. Cash Flow Analysis and Portfolio ConstructionMy primary concentration is on fundamental analysis as it pertains to your sources, and uses, of cash flow.  By determining predictability, sustainability and consistency of your sources of cash flow, I can determine the appropriate level of market participation suitable for you.  As a client at Morgan Stanley, you will 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.  Whether it be fixed income, equity, or the transference of risk through an annuity contract, I can help you construct a portfolio that reflects your risk tolerance and long term financial goals.
Services Include
  • Asset Management1
  • Corporate Bonds2
  • Estate Planning Strategies3
  • Financial Planning4
  • Municipal Bonds5
  • Professional Portfolio Management6
  • Retirement Planning7
  • Trust Services*
Securities Agent: FL, WY, WI, WA, VI, VA, UT, TX, TN, SC, PA, OH, NY, NV, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, IL, IA, GA, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282809
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

  • Courtney Smuder - Registered Client Service Associate
    Courtney has been working in the financial services industry since 2012 when she graduated with her Juris Doctorate from Florida Coastal School of Law.  While attending law school, Courtney focused on courses involving Estate Planning, Trusts, and Federal Income Tax.  Prior to law school, Courtney graduated with her undergraduate degree cum laude from Florida Gulf Coast University with a Bachelor of Science degree in Finance, and a minor in Political Science.  Courtney is Series 7 and 66 licensed. 

    Courtney was born and raised in Naples, Florida and returned after law school to pursue a career in financial services in her home community.  In her spare time she enjoys cooking, running, practicing yoga, reading, spending time with her friends and family, and volunteering.  Courtney is currently a board member on the David Lawrence Young Executive Board.

Location

8889 Pelican Bay Blvd
Ste 300
Naples, FL 34108
US
Direct:
(239) 449-7839(239) 449-7839
Toll-Free:
(800) 237-8686(800) 237-8686
Fax:
(239) 449-7850(239) 449-7850
Investment and Market Perspectives

On the Markets

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley 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: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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