Contact Info

Morgan Stanley Smith Barney
David Atkins
456 W Foothill Blvd
Claremont, CA 91711

Phone: 909-625-0781
Fax: 909-621-6046
Visit our Website

Hours of Operation

Monday-Friday 6:30-4:00 or anytime after by appointment, including weekends.

About Us

I am a financial advisor with Morgan Stanley Smith Barney, one of the largest financial institutions in the world. What I do is help my clients acquire, build, protect, perpetuate and distribute their wealth during their lifetime and after death in the most tax efficient way. I am able to leverage the vast resources of my firm to help clients with college expenses for their children, retire with adequate personal income and insuring that they are prepared for long term care if needed. We also offer competitive loans and mortgages to our clients. For private business owners, I can assist in creating liquidity through the sale, partial sale, merger or recapitalization of their businesses. This enables my clients to meet their personal and business financial needs to take care of themselves, their families and share their success with others less fortunate.

I believe that trust is an important key when seeking to build long-lasting and mutually rewarding relationships with my clients. I seek to earn that trust by working closely with my clients to develop a comprehensive long-range financial plan tailored to help them meet their individual needs. I conduct my business with high ethical standards and make it a point to treat my clients with professional courtesy and respect. I am committed to providing the highest quality service possible. I define my success by my clients' success.