2012 Hawaii Five Star Wealth Managers
(page 6 of 24)
Left to right: 2011 winner Jonathan McRoberts, two-year winner
Christina Hom, Mark Haley, Donn Ariyoshi, two-year winners
Mike Strada and Gregg Takara; Terry Flynn, two-year winner
The Strada/McRoberts Team at Morgan Stanley Smith Barney
Ranked No. 1 Financial Advisor in Hawaii in 2009, 2010 and 2011 by Barron's Magazine
• Comprehensive wealth management and advanced financial strategies
• Customized portfolio management: fixed income, equity, commodity, currency, alternative investments
• Clients include: individuals, small businesses, retirement plans, trusts, foundations and estates
Areas of Focus: Comprehensive Wealth Management, Retirement Planning, Business Planning and Estate Planning Designations: Senior Institutional Consultant, Certified Investment Management AnalystSM, Corporate Retirement Plan SpecialistSM
The single focus of the Strada/McRoberts Team at Morgan Stanley Smith Barney is providing our clients with advice that they can rely on, and investment solutions designed for their unique financial needs.
With extensive financial industry and investment experience, we provide our clients with sophisticated, tailored investment strategies that reflect their individual objectives, lifestyle expectations, cash-flow needs and legacy planning.
We want to thank our clients for their loyalty and commitment over the years, and we look forward to continuing to meet and exceed their expectations for many years to come. If you are interested in learning more about our services, feel free to contact us any time.
Five Star 2011 winner Jonathan McRoberts; Five Star 2011, 2012 winners Christina Hom, Mike Strada, Gregg Takara and Derek Wickes.
© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. Source: Barron’s “Top 1,000 Advisors,” February 21, 2011, as identified by Barron’s magazine, using quantitative and qualitative criteria, and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance records, interviews with senior management and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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