The Dunkenberger - Waskey - Nash Group at Morgan Stanley

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The Dunkenberger - Waskey - Nash Group

OUR MISSION STATEMENT

We are a team of dedicated and caring professionals who provide comprehensive wealth management solutions seeking to grow and preserve assets for multiple generations.

Our Story and Services

Our Story

Our business is built on a simple concept: to help manage our clients’ wealth and provide advice. As an experienced wealth management team, we help our clients identify their goals and implement customized strategies that reflect their lifestyle expectations, cash flow needs, and desires for their families.  Given the wide ranging set of investment options available in today’s marketplace, we help clients make sense of them all, instill discipline to navigate challenging markets, and provide the resources that address their wealth management and legacy planning needs.

We believe that clients today are faced with an overwhelming amount of information and need financial advice.  Market dynamics have changed dramatically, and formulating strategies to achieve long-term financial goals is more important today than it has ever been.  Because of these complexities, we believe successful wealth management requires a close, planning-based relationship between the client and the wealth management team.

We want to help you solve problems. Accordingly, the value we seek to deliver our clients combines advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.

Our Services

Wealth Management
Professional Portfolio Management
Retirement Planning
401(k) Rollovers
Corporate Trust Services
Estate Planning Strategies
Education Planning
Access to Cash Management and Lending Services
Life Insurance
Long Term Care Insurance
 

 


Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 10 So Jefferson St, Suite 1700
  • Roanoke, VA 24011


    Meet The Dunkenberger - Waskey - Nash Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Dunkenberger - Waskey - Nash Group today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

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    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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