Richard Ladd
Financial Advisor
Morgan Stanley Smith Barney
700 Main Street Suite 315
P.O. Box 3440
Napa, CA 94558
Phone: 707-254-4421
Toll Free: 800-829-0194
Fax: 707-252-7934
California Insurance License # 0B95810
About:
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Education and Licensing:
* Oregon State University
Bachelor of Science
Agricultural Engineering Technology
* Portland State University
Masters of Business Administration (MBA)
* Licensed in Series 7, 9, 10, 31, 63, and 65
* Licensed for Options
Associations:
* Member of Yount Masonic Lodge. Napa CA
Business Experience:
* 1996 - Present: Morgan Stanley Smith Barney
Former Assistant Branch Manager
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