Are You A Pro? Join For Free

Adam Fair

Morgan Stanley Smith Barney
Financial Planning

Contact Information:

800 East 96th Street, Suite 400
Indianapolis, IN 46240
United States
T: 317-818-7345
F: 317-818-7440
www.smithbarney.com

Years in Business:

 

1

Clients I'm Seeking:

 

People that are preparing for a financial transition. Often, these are hard working, intelligent individuals that need help in preparing to retire in the next 0-5 years, or preparing to sell a business in the next 0-5 years.

About My Business:

 

At Morgan Stanley Smith Barney, I utilize the vast and experienced resources available by my firm to best serve my clients. Think of me as a general family physician that has an extremely large network of financial “surgeons”. Most recently, I’ve helped an accountant determine the tax consequences of gifting highly appreciated annuities to charity for a client of his, and helped an attorney determine a strategy to help free up cash in a client’s illiquid closely held business. If you have a question, let me be a door to our experts.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: