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Ventura - Investment Mgmt |
Specialties: Wealth Advisor - Financial Advisor / Wealth Manageme |
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Howard Jay SmithVice President - Morgan Stanley Smith Barney
In addition to numerous other awards for public service, Smith,a Wealth Advisor at Morgan Stanley,has regularly been named as one of the top fifty Business Leaders in the Central Coast by the Pacific Coast Business Times.
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(805)278-3600
(805)278-0226 Fax
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300 Esplanade Drive
Oxnard, CA 93036-1238 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Wealth Advisor - Financial Advisor / Wealth Manageme |
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| Group |
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| Business Name |
Morgan Stanley Smith Barney |
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| Title |
Vice President |
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| Address |
300 Esplanade Drive
10th Floor
Oxnard, CA 93036-1238
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| Work Phone |
(805)278-3600 x3645 |
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| Fax |
(805)278-0226 |
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| Web Site |
www.fa.morganstanleyindividual.com/howard.smith/ |
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| Linked In |
View Profile |
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| Member 1-Sheet |
Click to view
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| Member Since |
12/2005
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Smith, who focuses on investments, asset management, estate planning, home & equity loans, and insurance needs for high net worth individuals, foundations and non-profit organizations, is a Vice President and Wealth Advisor at Morgan Stanley, one of the world's preeminent financial services firms for Investment Banking, Research and Portfolio Management.
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Investments, Stocks & Bonds, Asset Management, Life Insurance, CD's & Cash Management, Home Loans, Lines of Credit, IRA's, Retirement Plans, 401k's, Annuities, Estate Planing Consulting.
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High net worth individuals, foundations, municipal agencies and non-profit organizations
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Information Not Available
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Information Not Available
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| Member 1-Sheet |
Click to view
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| Social Clubs |
Ojai West Rotary; World Business Academy
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| Charities |
VC Maritime Museum; Ojai Film Festival; Ojai Land Conservancy;
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| Graduate Degrees |
Ed.M., Magna Cum Laude, University of Buffalo.
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| College Degrees |
BA,Phi Beta Kappa,Asian Std,U. Buffalo, Nanyang U.,Singapore
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Speaking/Teaching
Experience |
UCLA,5 yrs;TV Radio Pub spking, 2 books, many news articles.
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| Organizations |
Past-Chair, Ventura Co Econ Dev Assoc; Estate Cnsl; CSUCI PGAC
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| License Number |
CA Insurance: 0B61005
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