Phinney is inducted into the Business Owner Executive Council at Morgan Stanley Smith Barney

Robert Phinney has been inducted into the Business Owner Executive Council. The Morgan Stanley Smith Barney Business Owner Executive Council is an invitation-only program reserved for the top 2% of financial advisors that have shown a deep understanding of the needs of small- and middle-market business owners. The goal of the council is to share new and innovative strategies to help business owners bridge the gap between successfully running their own business and reaching their personal goals. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.