The Fortress Group at Morgan Stanley

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1 The Fortress Group at Morgan Stanley

2 1 PENN PLAZA, 43RD FL NEW YORK, NY / MAIN / TOLL-FREE / FAX

3 The Fortress Group at Morgan Stanley 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 FORTRESS GROUP 3

4 Meet the Professionals From left to right: Charles T. Goldberg, Benjamin A. De Angelis, Lane H. Katz 4 MORGAN STANLEY

5 LANE H. KATZ, CFP Senior Portfolio Manager Senior Vice President - Wealth Management Financial Advisor Lane holds the nationally recognized, CERTIFIED FINANCIAL PLANNER designation. He has been advising wealthy individual and institutional clients at Morgan Stanley and its predecessor firms since As part of his wealth management practice, Lane acts as a discretionary portfolio manager utilizing a disciplined, value-oriented investment style under Morgan Stanley s Portfolio Management (PM) program. Lane employs a number of different proprietary, dynamic investment strategies that are designed to help meet client objectives within their risk tolerance. Lane holds a bachelor of Liberal Arts from Wesleyan University in Middletown, Connecticut. He is a trustee of several prominent charitable organizations, including the Children s Aid Society where he serves as Chairman of the Audit Committee and the Milbank Housing Development Corporation, where he serves as Chairman. Charles T Goldberg, CRPC Senior Investment Management Consultant First Vice President - Wealth Management Financial Advisor Charles has extensive experience advising clients in virtually all aspects of wealth management. He holds the CHARTERED RETIREMENT PLANNING COUNSELOR designation. Prior to joining a predecessor form of Morgan Stanley in 1996, he worked at KLS Professional Advisors Group as a Director/Financial Advisor from He also spent five years working as a CPA at Jaffe Haft & Spring in New York and Coopers & Lybrand, Pittsburgh, PA. Charles holds a Masters of Business degree from New York University and a BS in accounting from Syracuse from which he graduated Magna Cum Laude. He resides in Great Neck, NY with his family. THE FORTRESS GROUP 5

6 Benjamin A. De Angelis Financial Planning Specialist Financial Advisor Benjamin De Angelis is a Financial Advisor and Financial Planning Specialist with the Fortress Group at Morgan Stanley having joined a predecessor firm in As a member of the team, he has experience working with both wealthy individual and institutional clients advising them on an array of wealth management topics. He graduated from Providence College with a Bachelor of Arts in Business Economics and was a Dean s List Scholar. Robin Kain Registered Associate Robin Kain has been a Registered Associate at Morgan Stanley and its predecessor firms since 1991 and has over 25 years of industry experience including three years as an operations manager. She is responsible for opening new accounts and client service requests. Nicholas Betro Registered Associate Nicholas Betro joined Morgan Stanley in 2011 and is now a Registered Associate. His duties include new accounts and client service issues. He graduated from Bentley University with a B.A. in both Economics and Quantitative Perspectives in 2010 and earned his MBA from Bentley in 2011 with a concentration in Finance. 6 MORGAN STANLEY

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8 The ups and downs of the markets is just one kind of risk but so is not protecting my assets and my family. How do I protect what I care about most? When I retire, it will affect just about everything that matters: my lifestyle, my company, my family. Is there a way to plan for retirement that takes it all into account? Decisions about both assets and liabilities need to be made in the framework of important life goals. What steps are also the most tax efficient? How can a strategic approach to banking and lending simplify my financial life and maximize the value of what I own? Will I be able to pay for a good education for my children and my grandchildren? How do I manage my personal wealth with so much tied up in my company? I have so many goals and priorities. How can one investment strategy balance them all? I can predict some expenses, but others I know I can t. How can I plan to have the cash I need? Making sure my estate goes to the people and organizations I care about is a priority. How do I transform my assets into a legacy? The charities I support are like extended family. How do I maximize the good I can accomplish?

9 A COMMITMENT to OVER THE YEARS, YOU HAVE MADE MANY FINANCIAL DECISIONS. ONE IN PARTICULAR IS LIKELY TO HAVE A LASTING IMPACT ON YOUR WELL BEING AND THAT OF YOUR FAMILY: THE CHOICE OF A FINANCIAL ADVISOR. Investors who choose Morgan Stanley often tell us that their reasoning is simple. They choose a Financial Advisor and a firm that mirrors the values propelling their own success: a commitment to perform at the highest level for their clients, with no shortcuts, compromises or excuses. A STRONG, STEADY FORCE IN A CHANGING INDUSTRY deep wealth management experience experience VAST EXPERIENCE. Drawing on many years of experience, Morgan Stanley understands the importance of shaping relationships that reflect client needs, preferences and aspirations. Our firm and Financial Advisors have an in-depth understanding of virtually all the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. Additionally, as a truly global financial institution, we have an equally acute knowledge of financial opportunities and the potential risks. This combination positions us to help develop, structure and execute strategies for your most important financial needs, from accumulating wealth to investing for income, from creating retirement reserves to devising a distribution approach that meets your lifestyle and legacy goals. INVESTMENT INSIGHT WITHOUT LIMITS. As a client, you have access to the strategic and tactical views of some of the world s most seasoned and respected investment professionals. The members of our Global Investment Committee develop strategies that guide the management of advisory accounts and help to inform the decisions of clients across Morgan Stanley. The team is currently supported by the work of research analysts at two of the world s largest investment banks, Morgan Stanley and Citi, who coverkeygeographicandeconomic sectors, as well as 4,100 companies. You also benefit from a premier trading and execution platform. Think of our 210 capital markets professionals as experienced, highly responsive and knowledgeable partners. PERFORMANCE THAT SEEKS TO MEET YOUR MEASURE. Among the most importantskillsofourfinancialadvisors is the ability to listen: to understand your financial needs and then align the resources to help meet them. Your Financial Advisor can help you evaluate immediate concerns and plan for long-term goals, be a sounding board for your investment ideas, and assist you in developing and executing a strategy that is precisely your own and help deliver results that meet your needs. Your Financial Advisor is your advocate within our firm, an intelligent editor who selects and aligns the many capabilities of Morgan Stanley for you, delivering the right resources to you in the way that is most appropriate for how you invest and what you want to achieve. ONE OF THE WORLD S STRONGEST INVEST- MENT ORGANIZATIONS STANDS BEHIND YOUR FINANCIAL ADVISOR Financial Advisors have and Citi. Combined, they analyze and track the progress of more than 4,100 companies all over Please read important disclosures on the back cover of this brochure 10/2012 CRC561482

10 Start the Conversation We are dedicated to providing you with the strategies and resources that can help you achieve your retirement goals in today s changing financial environment. The Retirement Standard is meant to help connect all the pieces of your financial life with a comprehensive plan of action designed to put you on a path to the retirement you envision. Every plan comes with our commitment to work with you over time to be sure you stay on track. 10 MORGAN STANLEY

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12 Morgan Stanley Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact us to understand these differences. has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Unless otherwise specifically disclosed to you in writing, investments and services offered through Morgan Stanley are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, banks and involve investment risks, including possible loss of principal amount invested. Asset allocation and diversification do not guarantee a profit or protect against loss. Morgan Stanley Smith Barney LLC is a registered brokerdealer, not a bank. Where appropriate, Morgan Stanley Smith Barney LLC 2013 Morgan Stanley Smith Barney LLC. Member SIPC /2013 CRC

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