Contact: Dino Carfora
David Sobocinski is Inducted Into the Morgan Stanley Smith Barney Business Owner Executive Council
MELVILLE, January 3, 2011 - Morgan Stanley Smith Barney announced today that Mr. David Sobocinski, a Senior Vice-President, Financial Advisor and Senior Investment Management Consultant, in the firm's Wealth Management office in Melville, has been invited into the Business Owner Executive Council.
Mr. Sobocinski has worked at Smith Barney since 1984 and has been in the financial services industry since 1977. In addition to providing personal wealth management services, he provides advice specifically tailored to the unique needs of business owners utilizing a systematic approach specifically designed for business owners called the Business Owner Standard. Mr. Sobocinski will analyze a client's complete wealth picture, mindful that decisions made in one piece of the wealth puzzle can enhance - or diminish - the value of another. This includes conducting a review of cash management and capital needs, reviewing the benefits a business offers to their employees, helping to protect against potential risks that may exist and, when the time comes, helping to educate clients on the various strategies available to exit the business, whether through business sale, succession or merger.
The Morgan Stanley Smith Barney Business Owner Executive Council is an invitation-only program reserved for the top 2% of Financial Advisors that focus their practice on helping small- and middle-market business owners connect the pieces of their financial life with an overall strategy that considers both their business and personal wealth management plans.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, call 631-755-8822 or please visit www.fa.smithbarney.com/sobocinskigroup.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
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