The Pruitt Fisher Group at Morgan Stanley. Helping clients live by design and not by chance

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1 The Pruitt Fisher Group at Morgan Stanley Helping clients live by design and not by chance

2 4259 West Swamp Rd Suite 400, Doylestown, PA / MAIN / TOLL-FREE / FAX fa.morganstanley.com/thepruittfishergroup/

3 We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you. THE PRUITT FISHER GROUP 3

4 Meet the Professionals Matthew Fisher, Dale Hoernlein, Louise Clauso, Matthew Pruitt 4 MORGAN STANLEY

5 for a period of one year to serve in the Middle East during Operation Enduring Freedom where he received the US Navy Meritorious Service Medal. Matthew T. Pruitt Family Wealth Advisor First Vice President Branch Manager Matt Pruitt has served as a Financial Advisor, Sales Manager and Branch Manager for more than 20 years. Additionally, Matt is an adjunct professor in the Masters of Business Administration program at Delaware Valley University in Doylestown, Pa. Throughout his professional career, he has held a variety of positions including more than 25 years of active and reserve service to our country with the United States Navy. Matt retired with the rank of Commander and has numerous personal decorations and citations. In 1991, Matt served in Operation Desert Storm and in 2002, he was recalled to active duty Matt participates in multiple philanthropic endeavors to include: Veterans of Foreign Wars Post 175, American Legion Post 210, Travis Manion Foundation Ambassador, and a trustee with the Delaware Valley Historical Aircraft Association. For his formal education, Matt holds a BSBA in Management Information Systems from the University of Arizona, as well as an MBA from Saint Joseph s University. Additionally, he holds the following professional accreditations: Series 31, 63, 65, 7, 9, 10 and Life, Health, and Accident Insurance. Matt is married to Nina, they reside in North Wales and have two children, Hunter and Carly. THE PRUITT FISHER GROUP 5

6 his commission from the United States Army in 2003 with an honorable discharge and numerous decorations and citations, to include the Ranger Tab, Airborne Badge, and Air Assault Badge. Matthew J. Fisher, CFP, CRPS Assistant Vice President Financial Advisor Matthew Fisher is an Associate Vice President, and Certified Financial Planner and Certified Retirement Plans Specialist with Morgan Stanley in Doylestown, Pennsylvania. He has served as a Financial Advisor for 14 years. Matthew holds the following professional accreditations: Series 7 (General Securities Representative), Series 66 (Uniform State Law), Series 31 (Managed Futures), and Life, Health, and Accident Insurance. Matthew is a Past Commander for VFW Post 175, Doylestown, PA, and currently coaches his son s youth sports teams in the Warrington community. Matthew enjoys fishing, golf, and skiing with his family. For his formal education, Matthew holds a B.S. in Accounting from the State University of New York at Albany, a Masters in General Administration from Central Michigan University, along with a Masters in Finance from Delaware Valley University. Married to Jennifer, they have one child, Hayden. He is a former Active Duty Army Officer of 8 years, and served as a paratrooper with the 82nd Airborne Division in Iraq during Operation Iraqi Freedom. Matthew received the Bronze Star Medal for service during combat operations. Matthew resigned 6 MORGAN STANLEY

7 For her formal education, Dale holds a B.S. in Business Management from Widener University. Dale currently holds the following licenses; Series 7 (General Securities Examination), and Series 63 (Uniform Securities Agent State Law Examination). She is currently studying for the Series 66 (Uniform Combined State Law Examination). Dale A. Hoernlein Senior Client Service Associate Dale enjoys filling her free time by volunteering with American Bulldog Rescue and Harley s Haven Dog Rescue. She also enjoys traveling, sailing, and spending time with family and friends. Dale Alison Hoernlein is the Branch Manager Assistant and Senior Client Service Associate with Morgan Stanley based out of the Doylestown, PA branch. Dale has been a Client Service Associate in the Financial Industry since 2001, including 14 years with Morgan Stanley. Dale previously worked for Complete Investment Management, as the President s Assistant in Horsham, PA. THE PRUITT FISHER GROUP 7

8 Louise and her husband of 38 years, Anthony, reside in Bedminster Township. Louise A. Clauso, CFP Wealth Management Analyst Vice President Louise Clauso is a Vice President, Wealth Management Analyst and Certified Financial Planner with Morgan Stanley in Doylestown, Pennsylvania. Her career in Financial Services spans more than 31 years. For her formal education, Louise holds a Bachelor of Arts degree in Education from Rowan University and earned her Certified Financial Planner designation in Louise has the following professional accreditations: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 65 (Registered Investment Advisor) and Life, Health and Accident Insurance License. 8 MORGAN STANLEY

9

10 Our Consultative Process Charting a prudent course to financial independence requires a well-conceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes: 2 Analysis and recommendation 1 Discovery Before our first meeting, we suggest that you take a fresh inventory of your wealth, including where each asset is located and what it is worth. At that meeting, we will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what worries you and what you are passionate about. Our conversation will also explore your values, key relationships, total assets, preferred manner of communication, as well as identify the other professional advisors with whom you work. That way, our team can help you determine how all the facets of your financial situation could dovetail effectively. Based on our discussion, the team will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan that can help address your income and cash flow needs, borrowing requirements, asset protection, retirement planning, wealth transfer, philanthropy and other areas beyond investment management. By taking the additional time to carefully review these topics, we hope to make you comfortable with proposed investment strategies and service providers before implementing your wealth plan. 3 Implementation After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective 10 MORGAN STANLEY

11 approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Wherever appropriate, we will suggest seeking additional, in-depth advice on particularly complex issues we have identified, including family dynamics, estate planning, lending, tax planning strategies and more. Whatever approach we decide on, the team will help you keep your investments on track. 4 Reviewing objectives We believe that ongoing communication is a vital component of our ongoing relationship, and we are committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and the team will review your portfolio at your request and whenever you feel that your circumstances have changed. We will then seek to make certain that your assets are positioned according to your evolving needs. If necessary, we will suggest adjustments to your strategy to address changes in your circumstances or your objectives. 11

12 Morgan Stanley strives to offer clients the finest in financial thinking, products and execution to help them meet their individual needs and achieve their personal financial goals. When we work together, you ll benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy. Our wealth management strategy will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for building and protecting your wealth. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2017 CRC

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