The Flagstone Group

We work with clients to form lasting relationships built on trust, integrity, and a high level of service.  We have the credentials and experience to provide customized advice on pre- and post-retirement needs, including asset management and estate planning strategies.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Estate Planning Strategies4
  • 401(k) Rollovers
  • Municipal Bonds5
  • Cash Management6
  • Corporate Bonds7
  • Lending Products
  • Life Insurance8
  • Professional Portfolio Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

When we meet with clients, we help them articulate their goals, both personal and financial.  We view Financial Planning as a road map to helping achieve these goals.  Our focus is on learning what is important to our clients, and then using our resources and experience to deliver financial solutions that are customized to our clients needs.  

Wealth management is an ongoing process.  We constantly review investment strategies, and meet with our clients regularly to discuss changing economic conditions, as well as changes in their lives.   

A good number of our clients have worked with us for many years.  We've been there when they married, had children, came up through the ranks in their careers.  The greatest compliment we can receive is when our clients refer their children and grandchildren to us.

    Working With You

    For over 80 years, Morgan Stanley has worked with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth.

    Contact us to design a wealth plan based on your life and goals.

      Location

      438 Millsap Rd
      Ste 100
      Fayetteville, AR 72703
      US
      Direct:
      (479) 575-1400(479) 575-1400
      Toll-Free:
      (800) 487-4880(800) 487-4880

      Meet The Flagstone Group

      About Me

      Janis began her career in the securities industry in 1985 at a local bank.  She attained the CERTIFIED FINANCIAL PLANNER™ designation in 1997.  Her role in our team is monitoring the equity portfolios for our client accounts.  Janis joined Smith Barney in 2005, and has been with Morgan Stanley since 2009. 

      Janis and her husband Bruce enjoy hiking, bicycling, and spending time with their three grandchildren.
      Securities Agent: AR, WV, WA, VA, TX, TN, SD, OR, OK, NY, NC, MS, MO, KS, IN, FL, CO, CA, AZ, AL; General Securities Representative; General Securities Principal; Investment Advisor Representative
      NMLS#: 1255348
      AR Insurance License #: 6059551

      About Me

      The senior member of our team, Bill has over 37 years of investment experience. Bill's experience is in Fixed Income strategies, both municipal and corporate bonds.  His knowledge makes him a valuable asset to both our team and our office. 

      Bill graduated from Arkansas State University, where he played basketball and his wife Karen was a cheerleader.  Bill and Karen lived in Jonesboro for many years.  In his spare time, Bill likes to ride his motorcycle, play golf, and spend time with his grandchildren.
      Securities Agent: TX, AR, WA, VA, TN, OR, OK, NY, NJ, NC, MS, MO, KS, IN, GA, FL, CO, CA, AZ, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1255647

      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
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      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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      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
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      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
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      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
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      Ready to start a conversation? Contact The Flagstone Group today.
      Market Information Delayed 20 Minutes
      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.

      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.

      2Morgan 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.

      3Morgan 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.

      4Morgan 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.

      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 Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Morgan 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.

      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.


      CRC 2019752 10/2018