Googins & Anton, Inc.
608-836-3229
Fax: 608-836-3328
E-mail: googins@googins.com
Website: www.googinsandanton.com
6417 University Avenue, Middleton, WI 53562
Louise Googins and Tracey Anton
Louise and Tracey provide fee-based planning and portfolio management services. Listen to “Straight Talk About Money” each Saturday morning at 8:30 on 1670 AM, or online at wtdy.com. Hosts: Louise Googins and Tracey Anton. Or listen to an archived program at www,googinsandanton.com
Jenny Meicher Santek, Smith Barney
608-283-2314
Fax: 608-283-2348
E-mail: jenny.santek@smithbarney.com
33 East Main Street, Suite 700, Madison, WI 53703
Jenny Meicher Santek, Financial Advisor
Wealth Management at Smith Barney can help you achieve your most cherished hopes and protect against things that might undo them.
Mary Strickland, CFP®, Smith Barney
608-283-2344
Fax: 608-283-2348
E-mail: mary.strickland@smithbarney.com
33 East Main Street, Suite 700, Madison, WI 53703
Mary Strickland, CFP®, Vice President –
Wealth Management, Financial Advisor
Mary provides comprehensive financial planning
services to families and businesses to help
her clients grow and preserve their wealth.
Meg Prestigiacomo, Smith Barney
608-283-2342
Fax: 608-283-2348
E-mail: meg.prestigiacomo@smithbarney.com
33 East Main Street, Suite 700,
Madison, WI 53703
Meg Prestigiacomo, Second Vice President –
Wealth Management, Financial Advisor
With the end goal in mind, whether it be retirement or education, Meg provides disciplined financial planning and investment strategies.
Michele Peacock, Smith Barney
608-283-2305
Fax: 608-283-2348
E-mail: michele.l.peacock@smithbarney.com
33 East Main Street, Suite 700,
Madison, WI 53703
Michele Peacock, Financial Advisor
Specializing in crafting proactive needs-based,family wealth management strategies.
Morgan Stanley
608-245-5444
Fax: 608-245-5450
E-mail: laurel.rice@morganstanley.com
5325 Wall Street, Suite 2200,
Madison, WI 53718
Laurel Rice
Providing investment recommendations since 1985 for individual investors, trusts, retirement accounts and business owners. Call today for your portfolio review.
Pat Schultz, Smith Barney
608-283-2310
Fax: 608-283-2348
E-mail: patricia.l.schultz@smithbarney.com
33 East Main Street, Suite 700, Madison, WI 53703
Pat Schultz, Second Vice President – Wealth
Management, Financial Advisor
Pat offers 20+ years of portfolio review and advice on financial topics relating to women, their families and their businesses.
Phyllis Lovrien, Smith Barney
608-283-2335
Fax: 608-283-2348
E-mail: phyllis.a.lovrien@smithbarney.com
33 East Main Street, Suite 700,
Madison, WI 53703
Phyllis Lovrien, Second Vice President –
Wealth Management, Financial Advisor
Financial planning is one of my specialties. I analyze portfolios and suggest appropriate allocations based on your personal profile.
Susan Lubar, Smith Barney/
Citi Institutional Consulting
608-283-2322
Fax: 608-283-2348
E-mail: susan.lubar@citi.com
33 East Main Street, Suite 700,
Madison, WI 53703
Susan Lubar, First Vice President –
Investments, Financial Advisor
We help you invest wisely. Our mission is simple: to set the industry standard in investment consulting services for sophisticated investors. |
