• April 09, 2020
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    Today's Labor History

    This week’s Labor History Today podcast: Coronavirus essential workers’ rights
    On this week’s show, organizer and union rep John Barry on “Coronavirus ‘essential workers’ have rights too;” ethnographer Candacy Taylor on "Beauty Shop Culture and the Labor of Hairdressing" and Tales from the Reuther Library podcast host Dan Goldner celebrates Frances Perkins’ birthday.
    Last week’s show: Socialists, suffragettes and fear at work

    IWW organizes the 1,700 member crew of the Leviathan, then the world’s largest vessel - 1930


    - David Prosten

    Today's Labor Quote: John Costa

    “We are prepared to take whatever aggressive action is necessary in order to protect our members and their families. Nothing is off the table. Dying is no way to make a living.”

    Costa is president of the Amalgamated Transit Union. The ATU and the Transport Workers Union represent members who operate the majority of bus, subway and streetcar systems across the country, and the two unions earlier this week vowed to take action if system operators don’t better protect their members from COVID-19. 

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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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