My Story and Services

Cammi Oyabe Vice President, Wealth Advisor and CDFA™ joined Morgan Stanley Smith Barney in 1994 after spending many years at Xerox Corporation .

Cammi's practice assists high net worth individuals with custom designed wealth management plans which includes , wealth preservation and wealth transfer in the most tax efficient manner.* Cammi has access to Morgan Stanley*'s global wealth management resources to assist her clients with estate and financial plans along with risk reduction strategies.
  • Cammi is a corporator at Hartford Hospital and assists the hospital with her volunteer efforts.
  • In 2008 Cammi became certified as a Divorce Financial Analyst ( CDFA™)
  • In 2007 Cammi was a Barron's Winners Circle member of the top 400 female financial advisors in the country.
  • In 2006 Cammi was a member of Morgan Stanley*'s distinguished Directors Club .
  • In 1999 Cammi completed The Consulting Program at The Wharton School University of Pennsylvania
Securities Agent: TX, CT, VA, NY, MA, IL, FL, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 119140
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

• Personal
Highly individualized and committed to helping you achieve financial success
• Flexible
Responsive to changes in your life and in your priorities over time
• Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

    Financial Solutions

    Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
    • Planning
      Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:

      • Financial Planning and Financial Goal Analysis
      • Retirement Planning
      • Education Planning

    The Strength of Morgan Stanley Wealth Management

    Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and expertise allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets.

    Our valued wealth management clients have entrusted a total of more than $2.0 trillion in assets with Morgan Stanley as of June 30, 2015, making us one of the world’s leading wealth management firms. As we strive for excellence in advising clients and helping them manage their wealth, no responsibility is more important to us than making certain our clients’ assets are safe, secure and available when needed.

    Sharing What Matters Most

    Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services. The program provides access to exclusive offers and discounts from luxury brands and curated content.

    Enjoy Reserved Living & Giving Partner Offers and Experiences

    Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy. Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.

    Explore Insights & Inspirations

    The Insights and Inspiration section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family lifestyles, healthy aging, travel, and philanthropic inspiration.

    Build a Legacy of Giving

    Philanthropy is a key part of the Reserved experience. Morgan Stanley’s enduring philanthropic tradition is shared by many of our clients and their families. We celebrate our clients’ strong desire to make a difference in their communities by sharing inspirational stories and educational insights that help them give back.

    Client Service Team

    • Denise Woods

    Location

    433 South Main St.
    Suite 100
    West Hartford, CT 06110
    US
    Direct:
    (860) 313-7157(860) 313-7157
    Fax:
    (860) 392-5582(860) 392-5582
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

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    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Ready to start a conversation? Contact Cammi Oyabe today.
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    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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