Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.

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1 Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.

2 1200 Lenox Drive Suite 300, Lawrenceville, NJ / MAIN / TOLL-FREE / FAX

3 Michael Barna Financial Advisor As a financial advisor, I am deeply committed to leveraging my experience on Wall Street to help my clients achieve their unique goals and inspire them to pursue those objectives with confidence. While I have the expertise to serve all types of investors, I am highly adept at working with small business owners, corporations, retired individuals or those approaching retirement, and investors who would simply like to accumulate wealth prudently. When working with me, you can expect to receive a level of personal service that is truly designed to exceed your expectations significantly. I devote a substantial amount of time to understanding my clients and what is deeply important to them. My premise for embracing this ideology is simple. I believe the more time I devote to getting to know my clients, the more comfortable they will be and the better I will be able to help them get to where they want to be. MICHAEL BARNA 3

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5 My Background Michael Barna Financial Advisor Michael is a highly seasoned financial professional with Morgan Stanley who provides financial advice to a wide range of individual investors, small business owners, corporations and non-profits. Having worked in the securities industry for more than three decades, he has accumulated the type of experience that aims to give investors an uncommon first-hand, top-down approach to investing. Prior to joining Morgan Stanley, Michael served as Executive Vice President for Burnham Asset Management Corp. and Chief Financial Officer of their Mutual Fund Division for nearly 17 years. During his long career, Michael has worked in numerous market environments, giving him perspectives and insights that investors highly value. This experience also enables Michael to remain poised regardless of how markets perform. Business has been an integral part of Michael's life long before he entered financial services. Born and reared in New Jersey, Michael grew up in a family that founded and ran a successful food business for more than 80 years. When he entered college, he continued his education in business, graduating with a Bachelor of Science degree in Accounting from Seton Hall University and equally, important, an unwavering dedication to make a difference in the lives of others. Michael enjoys golf and spending time with family and friends. He is married and a father to three sons. MICHAEL BARNA 5

6 How Michael Works My Process Michael follows a highly methodical process to create custom, holistic financial plans for his clients. He conducts a detailed face-to-face discovery process to determine what is truly important to them, including their unique goals, risk tolerance and time horizon. From there, Michael meticulously charts a prudent course to help them get to where they want to be. Before implementing any plan, Michael holds in-depth discussions with his clients to ensure they are completely confident with his recommendations. He will only implement a plan once a client agrees it is truly the best course of action for his or her needs. After a plan is in place, Michael will track its performance and communicate regularly with his client to ensure he or she is satisfied with the plans' performance and to answer any questions he or she may have. Regular communication also ensures that Michael remains current on the client's life and, therefore, ahead of the curve should the client anticipate any changes in his or her life, thereby requiring an adjustment to the plan. Whether you are a highly experienced investor or a relative novice to investing, you can feel confident that Michael will tailor his discussion with you in a manner designed to ensure you understand everything you need to know about your custom financial plan. "Having the resources of Morgan Stanley behind me, I can provide my clients with a level of service designed to exceed their expectations and strive to deliver the results they need to help secure their financial future."-- Michael Barna 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. deep wealth management 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. 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. 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. 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 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. 10 MORGAN STANLEY

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12 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 investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2013 CRC

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