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    June 20, 2018
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    Today's Labor History

    The term “rat,” referring to a worker who betrays fellow workers, first appears in print in the New York Daily Sentinel. The newspaper was quoting a typesetter while reporting on replacement workers who had agreed to work for two-thirds of the going rate - 1830

    "The laborers on the Cape Cod ship canal refuse to work and say they will not return until better food is provided." No further details were offered in this Trenton Times report - 1884
     
    A four-month UAW strike at General Motors ends with a new contract. The strikers were trying to make up for the lack of wage hikes during World War II - 1946

    - compiled/edited by David Prosten at Union Communication Services

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  • Morgan Stanley - David Giulieri
    Updated On: Feb 09, 2017

    David Giulieri CFP®enior Vice President

    Senior Investment Management Specialist

    INVESTMENT CONSULTING PROCESS

    Step 1:   Understanding you and your expectations

    One of the keys to investment success is to clearly define your objectives, your financial needs and your tolerance for risk. 

    Step 2:   Developing a customized investment strategy and profile

    Using information gathered on your personal preferences, we would design an optimal combination of diversified investments to help you achieve your goals. 

    Step 3:   Analyzing and selecting appropriate investment alternatives

    Because of my in-depth understanding of your portfolio needs, we will evaluate which investment vehicles are best suited to guide your portfolio. 

    Step 4:   Bringing the plan together

    We will present you with a range of specific investment options consistent with your personalized asset allocation that seek to help you achieve your financial objectives.

    Step 5:   Tracking your progress

    A key to a prudent financial plan is to make sure that the client stays on track after the recommendations have been put into motion.  I will closely monitor the performance of your portfolio.  You and I will meet on a regular basis to discuss the progress of your investments and determine if any adjustments are needed.

    MISSION STATEMENT

    I focus on building and preserving wealth for individuals and small to mid-sized organizations.  The primary goal is to deliver world-class service and performance by structuring custom financial plans for clients’ complex needs.  Well-defined governance ensures efficient, cost-conscious decision-making and disciplined investment management.

    INVESTMENT PHILOSOPHY

    Communication is the key to understanding our clients and internalizing their needs, circumstances and objectives. Our team is committed to being proactive and accommodating customization at every possible point in our client relationships. We offer a high level of personal contact and our entire team is committed to providing superior customer service for each client. Our group provides a full range of investment solutions that free clients from the day-to-day demands of asset management so that they can focus on their core businesses.

    PROFILE

    2015 will mark my 21st year with Morgan Stanley Smith Barney.  I am proud to have been named to Smith Barney’s prestigious Presidents Council for each of the last eight years.

    As a CERTIFIED FINANCIAL PLANNER ™ I am obligated to assume full fiduciary responsibility for the asset allocation, portfolio construction, risk control and administrative oversight of assets. Unlike most financial advisors and brokers, I am held accountable and responsible for the total return of the assets. 

    A native of Montgomery County, I graduated from the University of Maryland in 1990, with a degree in Economics.  I currently reside in Chevy Chase, MD with my wife and three children. 

    PRODUCTS/SERVICES OFFERED

    Individual Investments ? Stocks ? Bonds ? Mutual Funds

    Money Managers ? Corporate Retirement Plans ? Annuities

    Individual Retirement Plans ? Retirement Planning ? Education Planning

    Estate Planning ? Wealth Management Planning ? Lending Services

    Insurance ? Long Term Care ? Risk Management

    Cash Management ? Endowments and Foundations

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    1850 K Street, Suite 900 Washington, DC 20006

    Phone (202) 857-5485 ? toll free (800) 424-3209 ? fax (202) 857-5460

    david.l.giulieri@smithbarney.com


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