William Smith
Senior Vice President, Financial Advisor
Phone:
(301) 657-6302(301) 657-6302
The Smith Group of Bethesda at Morgan Stanley
Direct:
(301) 657-6300(301) 657-6300
Our Story and Services
Based in Bethesda, MD., our dedicated team comprises seasoned professional with an extensive track record in assisting executives and high net worth clients. For years, we've specialized in not only serving our clients bust also have access to the proprietary solutions provided by Morgan Stanley. Teaming up with Morgan Stanley, we offer a comprehensive suite of services, including estate planning reviews, foundation establishment, support for privately owned businesses and strategic guidance for future generations. 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.
Committed to excellence, they provide tailored solutions to meet each client's unique financial need. If you're interested in learning more about our team and how we can assist you, please don't hesitate to connect with us below or reach out to our main line at (301) 657-6302. We look forward to discussing how we can help you achieve your financial goals.
Committed to excellence, they provide tailored solutions to meet each client's unique financial need. If you're interested in learning more about our team and how we can assist you, please don't hesitate to connect with us below or reach out to our main line at (301) 657-6302. We look forward to discussing how we can help you achieve your financial goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
ONBOARDING PROCESS
Step 1: Initial Conversation
We center our practice around a client-centric approach. Before diving into any strategies or recommendations, we believe it's crucial to gain a comprehensive understanding of you and your family's unique circumstances, goals and values. This initial phase is where we listen and learn, allowing us to tailor our services precisely to your needs.
Step 2: Discovery
We are committed to providing you with the highest level of financial service begins. We begin with thorough conversations, during which we explore your financial aspirations, your family dynamics, and thins that truly matter to you. We collect important financial documents so we can review your current and future financial situation.
Step 3: Plan Development
Our meticulous attention to detail in collecting and reviewing your documents ensures that our recommendations are based on a clear and accurate picture of your financial standing. We develop complimentary financial plan to provide you with a an outlined strategy and recommendations aimed at helping you achieve your financial goals. We help you understand the latest tax rates and dates can help you prepare and stay on track throughout the year.
Step 4: Presentation and Implementation
After careful analysis and planning, we are ready to present your personalized financial plan. We invite you and your family to join us to help present each strategy in detail. We walk you through each component, explaining the rationale behind our recommendations and strategies. We value your input and questions, which is why your active participation is essential in tailoring the plan to your precise needs.
Ongoing Meetings
We strive to provide you the best in class strategies, performance of your plan through ongoing calls and meetings.
- Access to Cutting-Edge Investment Options:
- Help you get setup with the Morgan Stanley App
- We keep you updated with the latest investment options available to you through Morgan Stanley
- Future Planning for Your Family:
- Deliver benefits that help you and your family
- We help establish kids Roth IRA, and other family accounts
Our unwavering dedication is to be your trusted partner in achieving your financial aspiration.
WHAT SETS US APART
The Expanding Role of the Family Wealth Advisor
As the demands of your family grow and evolve, you are likely to need advisors who have expanded their capabilities. As your life stage changes so do your goals. Our platform allows you to take a holistic view of your finances to help you achieve your early/mid-career, late career and retired goals.
Deep and Caring Relationships
Our focus is helping you and your family worry less about the financial goals and help you enjoy more of life with your family. We partner with you and/or your business to understand what matter s to you.
Planning for the Unplanned
In the realm of financial planning, it's not just about the expected milestones. It's about preparing for the unexpected twists that life can throw your way. We offer a thorough evaluation of your risk in your portfolio by creating a portfolio that aligns with your risk tolerance, ensuring that your investments are well-positioned to withstand market volatility. We are able to use GPS (Goals Planning Systems) and help offer an interactive experience leading to more involvement in the planning process.
Lending and Financing
In the pursuit of your long-term financial objectives, it's essential to recognize that the optimal path to acquiring new assets may not always involve liquating existing holdings. We can offer lending and financial options, to help you preserve your existing assets. We help you capitalize on opportunities by solving your immediate financial need.
WEALTH MANAGEMENT TOOLS AND RESOURCES
Client Resources Below
1. Morgan Stanley Online (MSO)
Your everyday financial picture are just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Morgan Stanley Online offers a seamlessly send & receive money with family and friends with Zelle. Allows you to scan and deposit checks from your mobile device using Mobile Check Deposit. Receive customized alerts, such as low cash balances and transaction notifications.
Resources Available For You
1. GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
2. Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture
2. GIC On The Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
3. Digital Vault
Beyond the filing cabinet and inbox as the document storage solution. Digital Vault is a tool design to help simplify your coloration with our team. It allows for an easy transfer and submission of documents.
3. Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
4. MS Reserved
Reserved Living & Giving is a complimentary perks program for eligible Morgan Stanley clients designed to provide benefits beyond traditional wealth management services. The program provides access to one-of-a-kind experiences, discounts from popular brands, curated articles from our partners and Morgan Stanley thought leaders, and philanthropic inspiration.
4. Goals-Based Planning
Managing your finances is about more than managing your investments. Your Financial Advisor can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals.
Location
7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 657-6300(301) 657-6300
Meet The Smith Group of Bethesda
Deborah Smith
Financial Advisor
Phone:
(301) 657-6389(301) 657-6389
About William Smith
Securities Agent: CO, CT, NC, AZ, OH, NY, FL, CA, PA, MD, SC, MI, WI, WA, VA, NV, LA, DE, OR, KY, DC, AL, IN, TX, NJ, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2429940
NMLS#: 2429940
About Deborah Smith
Securities Agent: DE, SC, MA, IN, OR, OH, AZ, WI, VA, NC, LA, MD, AL, NY, CO, PA, NV, NJ, FL, DC, CT, TX, MI, KY, CA; General Securities Representative; Investment Advisor Representative
Contact William Smith
Contact Deborah Smith
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Smith Group of Bethesda today.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan 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.
5Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan 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.
5Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)