Welcome
At Smith Barney, our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Smith Barney was established over a century ago. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that Smith Barney offers unique advantages to you as an investor.
FEATURED REPORT
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- What do you have in mind for your retirement? Smith Barney’s complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
- An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager.
Davida Wilson is licensed in the following state(s): CA, FL, ID, MD, OR, PA, SC, VA, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This 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.
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.
