Horace Barker

About Horace Barker

As a Financial Advisor, I help my clients pursue their financial goals through careful planning and the prudent management of their investments. I serve a clientele consisting primarily of individuals and families with needs in the areas of goals-based investment planning, retirement financial planning, and education savings plans. We begin with a comprehensive fact-gathering session. The objective is to identify your long-term financial goals and lay the groundwork for a plan to achieve them. Throughout the planning process I will work in coordination with your other trusted advisors (e.g. CPA or attorney). A sound financial plan includes periodic reviews in which we update relevant information. We will also review the performance of your investments and make changes as necessary. I look forward to having a conversation with you about your goals. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.

Experience

1. Financial Advisor & First Vice President

   Morgan Stanley

   Aug 1995 — Present · New York, NY, US

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Education

• Claremont Graduate University, Claremont, CA

  Masters Degree

• La Sierra University, Riverside, CA.

  BA Degree