Smith Barney of Easton

Brokerage / Wealth Management

The life goals of today’s investors require financial advice and products that are comprehensive, diverse and secure. The wealth managers and financial advisors of Smith Barney’s Easton office bring to Talbot County the vast resources of Citi, a worldwide leader in banking and finance with a presence in 106 countries. Smith Barney’s complete financial planning and wealth advisory services include retirement planning, estate planning, education planning, annuities, life insurance, health insurance and business liquidation.

A meaningful attribute for any wealth management professional is a personal history of service to the local community. The firm that is now Smith Barney was started in Easton about 86 years ago. “We went through several iterations before we became Smith Barney,” says Horace Lowman, first vice president/wealth management and Easton’s branch manager. “But the same local people have been part of the organization. We have financial advisors who have been with us for 41 years, 40 years and 37 years, two of whom were born and raised in Talbot County. Several other members of our staff were born and raised here as well.”

It’s not uncommon for Smith Barney professionals at the Easton office to do succession planning with clients’ children and grandchildren. “As part of a small community, our financial advisors develop close relationships with clients and their families, often over several generations,” explains Mr. Lowman. “Our clients enjoy the high quality of service that comes with that kind of consistency.”

“As part of a small community, our financial advisors develop close relationships with clients and their families, often over several generations.”

Smith Barney of Easton is deeply involved in the support of many community charities and organizations, including the YMCA, Rotary Club, Habitat for Humanity, Talbot Hospice Foundation, Waterfowl Festival and the Historical Society of Talbot County.

Brokerage and wealth management professionals are held to specific standards in order to be certified as wealth planning specialists, retirement planning specialists and/or certified financial planners. Smith Barney offers yet another level of certification, called the Citi Family Office. Among the 12,000 financial advisors associated with Smith Barney across the country, only 200 individuals have earned the Citi Family Office accreditation. “We have such a person in our office and his designation carries over to the team,” says Mr. Lowman. “Altogether, we have 13 certified financial advisors on-board. Our clients know that a knowledgeable member of the team will be able to help them with any situation when they call.”

With the current popularity of online trading, many people have become do-it-yourself investors. “While there’s nothing wrong with that,” says Mr. Lowman, “today, more than ever, it’s important for investors to have a comprehensive plan developed by a financial professional in order to meet their goals and objectives. Our mission at Smith Barney is to do what is right for each client by providing financial advice without undue risk.”

As Mr. Lowman notes: “The extensive wealth management platform we offer, along with highly personalized service by local financial advisors, has made us a financial leader in the Mid-Shore region.”

Smith Barney of Easton
28601 Marlboro Avenue, Suite 201
Easton, MD 21601
410-822-3400

www.smithbarney.com

Pictured: Smith Barney of Easton
Photography: Steve Buchanan