Morgan Stanley Smith Barney

E B D Management is a professional services firm based in Wilmington, DE, specializing in providing comprehensive management solutions to businesses of all sizes. The company offers a range of services aimed at optimizing operations, enhancing efficiency, and driving growth for its clients across various industries. Generated from their business information

David M Kushner-Raymond James is a financial services company located in Newtown, PA. They offer personalized financial planning services tailored to individual goals, time frames, and risk tolerance. With a pragmatic approach to wealth management, they provide expertise and support to business owners, corporate executives, families, non-profits, retirees, and women investors. With proven expertise and a depth of resources, they are committed to helping clients achieve their financial goals. Established in 1962, Raymond James is one of the largest and most well-respected independent financial services companies in the country. They offer a range of services including banking, lending solutions, business planning, estate planning, investment solutions, retirement planning, and risk management. With a focus on knowledgeably applying expertise and providing vital resources, they strive to help clients make the most of their investment opportunities.Generated from the website

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in Allentown, Pa.