1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley Smith Barney

Size: px
Start display at page:

Download "1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley Smith Barney"

Transcription

1 1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Smith Barney

2

3 Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to create significant wealth are not necessarily well prepared to manage it. There are highly complex and time-consuming financial planning, asset management and other issues to consider, and successful people often don t have the time, inclination or specialized knowledge to address them. The Lonske Group serves as financial advisors to these families. The Lonske Group provides comprehensive wealth and liability management services to highly successful people. Our clients have worked hard for their money, and turn to us to simplify their lives by managing their financial affairs on a daily basis. We take the time to develop a deep understanding of each client s specific needs, circumstances and goals; and make all recommendations in that context. Working as a tightly knit team, and drawing on the firm s resources, we provide a comprehensive range of coordinated services, including wealth preservation and enhancement, wealth transfer, investment management, retirement planning, liability management, philanthropy, trusteeship, risk management, lifestyle management, record keeping and reporting. In addition to the services we provide to successful individuals, we work with corporations and institutions to help optimize the cash management, retirement plan and transition strategy. We also provide access to Morgan Stanley Smith Barney s world-leading Investment Banking resources. Our clients are individuals, businesses and endowments that expect excellence in all their dealings. We are dedicated to meeting and exceeding their expectations every day we come to work. the lonske group 1

4 Our Investment Philosophy: Access the best. Prepare for the worst. At The Lonske Group, we strive to provide clients with the highest levels of technical expertise and practical experience in the management and preservation of wealth. Through client-specific financial analysis, our services are designed to help secure your financial well-being for the long term. Our investment techniques are primarily defensive in nature. Our goal is to generate mid- to high-singledigit returns through any multiyear time period. We believe that appropriate alternative investments should be a key part of this strategy as they, in our opinion, are less volatile than stocks or bonds over time. We re strong advocates of in-person meetings with portfolio managers, analysts, strategists, economists, hedge fund managers and senior management of companies... anyone who can give us a better understanding of the broad investment climate and particular opportunities within it. These meetings become part of our due diligence process, not only for how we form our strategy, but also how we select the managers that are going to manage different components of the tactical allocation. We provide access to what we believe are some of the best hedging strategies, alternative investments, equity managers and municipal bond talent in the industry.

5 our mission Uncompromising service and personal attention are the hallmarks of The Lonske Group. We treat our clients as if they were our only account, striving to provide whatever they need whenever they need it. We apply a high level of due diligence, research and analysis to financial management, and pay constant attention to the composition and performance of our clients portfolios. Our service orientation will be evident from your first meeting at The Lonske Group, where we will work to identify your needs, objectives and risk tolerances. We ll ask you about the hopes and concerns you have for your family, your business and your community. We will learn as much as we can about your life not just how you earned your money, but how your experiences have shaped who you are and where you want to go from here. This personal assessment is integrated into our investment process, a critical part of our effort to design the optimal individualized portfolio. Once this portfolio is agreed upon and implemented, we communicate with you on a regular basis. We ll send you a written portfolio performance report every three months and schedule a meeting to review your accounts. We offer this boutique level of service coupled with the resources of one of the largest advisory firms in the world. Directly, through Morgan Stanley Smith Barney, or through our broader network, we provide you with a comprehensive range of financial strategies and services. the lonske group 3

6 27 % Municipal Bond 14 % Large Cap Growth 12 % International Equity 11 % Alternative 10 % Large Cap Income Value Sample Asset Allocation Asset allocation is shown for illustrative purposes only, and is not suitable for all investors.

7 8 % small / mid cap 5 % funds4 hedge % futures3 managed re al % estate 3 re al % assets 3 % private equity

8 Our Services: A coordinated approach to a comprehensive plan The Lonske Group provides access to a broad range of world-class financial services, enabling us to create and implement cohesive wealth management strategies that serve the precise needs of our clients. financial planning We believe strongly in financial planning and financial modeling. This process involves identifying goals and gathering and reviewing financial data, and culminates in designing and implementing a plan to help you reach your goals. Once your plan is in place, it must be monitored, reviewed and updated to continually reflect the client s personal circumstances. Not everyone needs to have a written comprehensive financial plan. However, everyone can benefit from the financial planning process. Our financial planning services are oriented toward developing written strategies for solving problems and reaching goals as determined by the client s needs. These services are available individually or as part of a comprehensive plan that can include: Retirement Income and Capital Needs Analysis Investment Analysis and Strategy Estate Planning and Tax Reduction Charitable Giving Strategies investment policy statement Once we have all the qualitative and quantitative information we need to thoroughly understand your financial goals, we compose a proposed Investment Policy Statement. Each client has a personalized Investment Policy Statement, which outlines the strategy that is just right for that individual. focus on tax-sensitive asset management By reducing taxes, you retain more of the earnings on your investments, which in turn can grow and compound in the future. We exercise care in the appropriate placement of investments within taxable and tax-deferred accounts. We also work proactively with your CPA to reduce tax exposure in taxable accounts. With your permission, we share all records, reports and confirmations with your tax professionals, estate attorneys and other advisors, and communicate with them frequently to coordinate our efforts on your behalf. 6 morgan stanley smith barney

9 asset and liability management Whether it s selecting from among the best stock, bond and hedge fund managers from around the world, or using innovative loan products for total balance sheet management, the asset and liability strategies we create use only some of the best professionals in the business. Our recommendations are truly independent and unbiased, as our compensation is independent from manager selection. We recommend a combination of products and services from within, and outside of, Morgan Stanley Smith Barney. We believe this helps our clients grow and protect their assets. Our wealth management services provide a comprehensive level of planning and investment management. We begin with the development of a financial plan and an Asset Management Strategy. As part of this process, we integrate your current holdings, including private equity and venture capital exposure, within our asset management strategy to ensure our work complements your existing outstanding investment assets. Once your investment strategy is in place, we provide ongoing asset and liability management, financial planning services and periodic review meetings. By staying in regular communication, we make sure that your investment strategy and asset allocations remain appropriately aligned with your goals.

10 Our People: Meet the Professionals The Lonske Group consists of seven experienced professionals, all of whom are devoted to helping meet the financial needs of our clients. the lonske group at morgan stanley smith barney 8 morgan stanley smith barney

11 jonathan W. lonske Managing Director Wealth Advisor The founder of The Lonske Group, Jonathan Lonske has worked at Morgan Stanley Smith Barney and predecessor firm since Prior to joining Morgan Stanley, Jonathan held senior investment positions at several financial services firms, including Senior Portfolio Administrator of the Aim Municipal Bond Fund with State Street Bank and Trust; and Senior Consultant, Presidents Club Member with UBS PaineWebber. He is a Massachusetts Commonwealth Scholar, and has a B.B.A., magna cum laude, from the University of Massachusetts, Amherst. He holds FINRA Series 7, 63, 65 and 31 licenses as well as health and life insurance licenses. Jonathan s top community service priorities are the welfare and early education of children, and he devotes much time and resources to both. He sits on the board of Associated Early Care and Education (AECE), and has personally raised over $400,000 for that organization since thelonskegroup@mssb.com justin r. fuery Associate Vice President Financial Advisor Justin Fuery joined the predecessor firm of Morgan Stanley Smith Barney and The Lonske Group in April of Prior to joining Morgan Stanley, Justin spent more than three years working for the Big 4 Public Accounting firm of KPMG. While at KPMG, he spent the vast majority of his time working on financial statement audits in the Financial Services line of business. Justin graduated magna cum laude with a B.S. in Accountancy from Bentley College where he was President of Beta Alpha Psi and a member of Beta Gamma Sigma, both honors business societies. Currently, Justin s efforts are focused on high net worth Financial Planning for both individuals and families. He is also a member of Morgan Stanley Smith Barney s Pacesetter s Club for his outstanding performance and demonstrated leadership in the best practices of wealth management at the firm. He currently holds FINRA Series 7, 63, 65 and 31 licenses as well as his life insurance license. Justin.R.fuery@mssb.com

12 meet the professionals dora chin Relationship Manager mary e. flanigan, cfp Consulting Group Analyst Dora Chin joined the predecessor firm of Morgan Stanley Smith Barney in July Prior to joining Morgan Stanley, she was an Associate / Assistant Treasurer at Deutsche Banc Alex Brown, where she was responsible for high net worth clients restricted securities sales and IPOs. She has over 25 years of experience in the financial services industry. Dora graduated from Stony Brook with a B.A. in Economics and Minor in Business Administration. She holds FINRA Series 7, 63, 65 and 31 licenses, as well as health and life insurance licenses. Dora.Chin@mssb.com Mary E. Flanigan rejoined the predecessor firm of Morgan Stanley Smith Barney as a Registered Client Service Associate in 2007 after a one-year hiatus with Sapers & Wallack, an investments and insurance firm in Cambridge, MA. At Sapers & Wallack, Mary was responsible for providing portfolio analysis, asset allocation and investment selection for select clientele. Prior to Sapers & Wallack, Mary held various client service positions, including three years with The Lonske Group as a Registered Client Service Associate. Mary obtained the Certified Financial Planner designation in July 2010 and brings a wealth of education and information to developing high net worth financial plans for our clients. She earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Vermont, and holds her FINRA Series 7, 63, 65 and 31 licenses as well as health and life insurance licenses. Mary.flanigan@mssb.com

13 dustin broughton Relationship Manager amanda santizo Registered Client Service Associate jonathan p. hyett Vice President Financial Advisor Dustin Broughton joined Morgan Stanley Smith Barney, after four years as a General Securities Principal with Scottrade, Inc., a privately held securities brokerage firm. At Scottrade, Dustin was responsible for managing over 200 branch-office associates across the country as well as ensuring compliance with day-today branch operations. Dustin brings exceptional client service experience, as well as proficient knowledge of markets and investment products, to The Lonske Group. Dustin earned a Bachelor of Science in Business Administration with a concentration in Finance from Bryant University, and holds his FINRA Series 7, 66 and 31 licenses as well as health and life insurance licenses. Dustin.Broughton@mssb.com Amanda Santizo joined the predecessor firm of Morgan Stanley Smith Barney in 2007 as an Operations Associate. In this role, she was responsible for approving in-house money transfers, check disbursements and account maintenance changes / updates. In 2011, Amanda moved to The Lonske Group as a Registered Client Service Associate. She earned her Associate Degree in Business Management from Bunkerhill Community College and currently holds her FINRA Series 7, 31 and 66 licenses. Amanda.Santizo@mssb.com Jonathan P. Hyett joined the Lonske Group in 2001 following a five-year tenure at Prudential Securites. Initially focused on liability management, Jonathan has expanded his responsibilities to conduct high net worth Financial Planning for individual clients and families. In 2006, Jonathan earned a membership to the Morgan Stanley Mortgage Elite Club as a Liability Management Honoree. He is also a charter member of the Morgan Stanley Pacesetters Club for his outstanding performance at the Firm. Jonathan holds FINRA Series 7, 63, 65 and 31 licenses as well as health and life insurance licenses. Jonathan is a graduate of Northeastern University where he majored in Finance and Insurance. He holds a B.S. in Business Administration and is a member of the National Society of Collegiate Scholars (NSCS). Jonathan.P.Hyett@mssb.com the lonske group 11

14 Morgan Stanley Smith Barney Morgan Stanley Smith Barney follows a simple rule: Do what is right for each client. The firm s open architecture frees our Financial Advisors to recommend any world-class products and services that best suit a client s situation and goals. Both individual and business clients benefit from the same global access and innovation the firm provides to corporations, governments and institutional investors. In 2010, parent company Morgan Stanley celebrated its 75th anniversary as a premier investment bank engaged in the formation, distribution and management of capital. Created during the depths of the Depression, Morgan Stanley has helped its clients navigate through good times and bad, guided by its founding principle of doing first-class business in a first-class way. The firm continually leverages its intellectual capital and global reach to create and deliver targeted solutions for high net worth investors just like you. Whether you seek straightforward financial strategies or the most sophisticated investments or advice, Morgan Stanley Smith Barney provides access to some of the industry s most highly regarded resources, including: A premier managed money platform Two of Wall Street s highest-rated research departments The thinking of the firm s Global Investment Committee Extensive capital markets capabilities 12 morgan stanley smith barney

15

16 The Lonske Group 28 State Street, 27th Floor, Boston, Massachusetts / Main / fax / lonske thelonskegroup@mssb.com In June 2009, Morgan Stanley s wealth management unit merged with Smith Barney to form Morgan Stanley Smith Barney. Past performance is no guarantee of future results. An investment in alternative investments can be highly illiquid, is speculative and not suitable for all investors. Investing in alternative investments is only intended for experienced and sophisticated investors who are willing to bear the high economic risks associated with such an investment. Investors should carefully review and consider potential risks before investing. Some of these risks may include: loss of all or a substantial portion of the investment due to leveraging, short-selling or other speculative practices; lack of liquidity in that there may be no secondary market for the fund and none is expected to develop; volatility of returns; restrictions on transferring interests; potential lack of diversification and resulting higher risk due to concentration of trading authority when a single advisor is utilized; absence of information regarding valuations and pricing; complex tax structures and delays in tax reporting; less regulation and higher fees than mutual funds; and manager risk. Individual funds will have specific risks related to their investment programs that will vary from fund to fund. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor s individual circumstances and objectives. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney 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. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein. Consulting Group is a division of Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney. Member SIPC / 12

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

The Nolan Group at Morgan Stanley Smith Barney

The Nolan Group at Morgan Stanley Smith Barney The Nolan Group at Morgan Stanley Smith Barney 125 High St., Floor 24 Boston, MA 02110 617-478-6403 / MAIN 617-249-0308 / FAX http://fa.morganstanleyindividual.c om/thenolangroup/ leonard.nolan@mssb.com

More information

The Fordham Group at Morgan Stanley Smith Barney

The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free

More information

Marilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor

Marilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor Marilyn J. Black Financial Planning Specialist Associate Vice President Financial Advisor 303 East Main Street Barrington, Illinois 60010 847-842-1546 / Main 800-842-1507 / Toll-Free 847-620-0718 / fax

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

The Malkin Group at Morgan Stanley

The Malkin Group at Morgan Stanley The Malkin Group at Morgan Stanley Morgan Stanley 399 PARK AVE 12TH FL, NEW YORK, NY 10022 212-893-6530 / MAIN 347-438-2919 / FAX www.morganstanley.com/fa/ themalkingroup As the financial world becomes

More information

Chris Bridges. Financial Advisor

Chris Bridges. Financial Advisor Chris Bridges Financial Advisor 832 Lake Sumter Landing The Villages, FL 32162 352-751-7847 / MAIN 800-447-6036 / TOLL-FREE 352-753-8234 / FAX christopher.bridges@mssb.com http://fa.morganstanleyindividual.com/christopher.bridges/

More information

The Kaser Mechling Group at Morgan Stanley Smith Barney

The Kaser Mechling Group at Morgan Stanley Smith Barney The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka

More information

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney 800 East 96th Street Suite 400, Indianapolis, Indiana 46240 317-818-7300 / Main 888-930-0159 / Toll-Free 317-818-7440 / fax jonathan.klausner@mssb.com

More information

The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney

The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney 330 Fellowship Road Suite 400, Mount Laurel, New Jersey 08054 800-596-5668 / toll-free 856-273-6407 / fax www.fa.smithbarney.com/stackgravenstinesmith

More information

The Whalen Group at Morgan Stanley Smith Barney

The Whalen Group at Morgan Stanley Smith Barney The Whalen Group at Morgan Stanley Smith Barney 125 High Street 24th Floor, Boston, Massachusetts 02110 617-748-5818 / Main 800-829-9199 / Toll-Free 617-478-6518 / fax www.morganstanley.com/fa/ whalengroup

More information

The Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth

The Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth The Udine Group at Morgan Stanley Smith Barney Helping Clients Accumulate, Manage, and Transfer Wealth 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 856-222-4547 / MAIN 800-932-0037 / TOLL-FREE

More information

The Garemani Group at Morgan Stanley Smith Barney

The Garemani Group at Morgan Stanley Smith Barney The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani

More information

The Patterson Group at Morgan Stanley Smith Barney

The Patterson Group at Morgan Stanley Smith Barney The Patterson Group at Morgan Stanley Smith Barney 1241 JOHN Q HAMMONS DRIVE MADISON, WI 53717 608-829-4338 / MAIN As the financial world becomes more complex and investment choices multiply, careful planning

More information

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies Huffman - Weber Group at Morgan Stanley Smith Barney Success on your Terms Personalized Financial Strategies 700 Corporate Park Drive Suite 500, Clayton, MO 63105 314-889-9802 / MAIN 866-646-4644 / TOLL-FREE

More information

The TPC Group at Morgan Stanley Smith Barney

The TPC Group at Morgan Stanley Smith Barney The TPC Group at Morgan Stanley Smith Barney 53 State Street Exchange Place, 39th Floor, Boston, Massachusetts 02109 800-752-2678 / Main 617-227-9070 / fax fa.morganstanleyindividual.com/tpcgroup robert.m.panessiti@mssb.com

More information

The Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida

The Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida The Compass Group at Morgan Stanley Smith Barney Naples and Marco Island Florida 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL 34108 239-449-7859 / MAIN 800-237-8686 / TOLL-FREE 239-449-7850 / FAX http://fa.morganstanleyindividual.com/carusozapalski/

More information

The Fortress Group at Morgan Stanley Smith Barney. reative Strategies and Practical Advice

The Fortress Group at Morgan Stanley Smith Barney. reative Strategies and Practical Advice The Fortress Group at Morgan Stanley Smith Barney reative Strategies and Practical C Advice Our Mission The Fortress Group at Morgan Stanley Smith Barney is dedicated to providing clients with holistic

More information

The Hanover Group at Morgan Stanley Smith Barney

The Hanover Group at Morgan Stanley Smith Barney The Hanover Group at Morgan Stanley Smith Barney 203 Heater Road Lebanon, New Hampshire 03766 603-442-7900 / Main 800-829-5232 / Toll-Free 603-442-7988 / fax www.fa.smithbarney.com/ hanovergroup thehanovergroup@mssb.com

More information

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA The Walton and Hitt Group at Morgan Stanley La Jolla, CA 1111 Prospect Street La Jolla, CA 92037 858-729-5048 / MAIN 800-473-2331 / TOLL-FREE 858-551-5117 / FAX www.morganstanleyfa.com/thewaltonandhittgroup

More information

The Clark McKinney Tramontana Group at Morgan Stanley. Smart Solutions. Lasting Relationships.

The Clark McKinney Tramontana Group at Morgan Stanley. Smart Solutions. Lasting Relationships. The Clark McKinney Tramontana Group at Morgan Stanley Smart Solutions. Lasting Relationships. Some Things Are Meant to Last We believe something as important as wealth management should be a positive,

More information

The Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy

The Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy The Timberline Group at Morgan Stanley Comprehensive wealth planning strategies for your life and legacy 5390 Kietzke Lane Suite 200, Reno, NV 89511 775-982-8617 / MAIN 775-329-9578 / FAX www.morganstanleyfa.com/thetim

More information

Keith Simons. Wealth Advisor First Vice President Portfolio Manager

Keith Simons. Wealth Advisor First Vice President Portfolio Manager Keith Simons Wealth Advisor First Vice President Portfolio Manager 150 JFK Parkway Short Hills, New Jersey 07078 973-921-6521 / Main 973-860-1336 / fax keith.simons@mssb.com www.morganstanley.com/fa/keith.simons

More information

The Evergreen Harbor Group at Morgan Stanley Smith Barney. Client-Focused Wealth Management

The Evergreen Harbor Group at Morgan Stanley Smith Barney. Client-Focused Wealth Management The Evergreen Harbor Group at Morgan Stanley Smith Barney Client-Focused Wealth Management Every investor has the right to know when either risk or opportunity is prevalent in the market. You owe it to

More information

Robert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams

Robert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams Robert C. Randolph Vice President-Wealth Management Portfolio Manager Financial Planning Specialist Connecting Your Lifestyle With Your Dreams Investors today are busy with work, family and community and

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor 19495 BISCAYNE BLVD. PENTHOUSE AVENTURA, FL 33180 305-466-4807 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX Philip.Morrissey@morganstanleysmithbarney.com

More information

The Williams Benson Group at Morgan Stanley Smith Barney

The Williams Benson Group at Morgan Stanley Smith Barney The Williams Benson Group at Morgan Stanley Smith Barney Our Mission We strive to bring a boutique level of service to our clients by operating as a firm within the firm. We believe this is best achieved

More information

The Park Bay Group at Morgan Stanley Smith Barney

The Park Bay Group at Morgan Stanley Smith Barney The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through

More information

The Susquehanna Group at Smith Barney

The Susquehanna Group at Smith Barney smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized

More information

The Sullivan Group at Morgan Stanley Smith Barney. Where Your Needs Come First

The Sullivan Group at Morgan Stanley Smith Barney. Where Your Needs Come First The Sullivan Group at Morgan Stanley Smith Barney Where Your Needs Come First By serving your comprehensive financial needs, we value the unique opportunity and privilege of helping you plan for and achieve

More information

The Margolin/ Worth Group at Morgan Stanley Smith Barney

The Margolin/ Worth Group at Morgan Stanley Smith Barney The Margolin/ Worth Group at Morgan Stanley Smith Barney 140 East Ridgewood Avenue 3rd Floor, North Tower, Paramus, New Jersey 07652 201-967-3300 / Main 800-631-1607 / Toll-Free 201-967-8328 / fax fa.smithbarney.com/

More information

The Terhune Group at Morgan Stanley Smith Barney

The Terhune Group at Morgan Stanley Smith Barney The Terhune Group at Morgan Stanley Smith Barney 1101 FIFTH AVENUE SAN RAFAEL, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@mssb.com

More information

The Triantafel Rumps Group at Morgan Stanley

The Triantafel Rumps Group at Morgan Stanley 2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA

More information

The Greenspan Group at Morgan Stanley Smith Barney

The Greenspan Group at Morgan Stanley Smith Barney The Greenspan Group at Morgan Stanley Smith Barney 7500 Old Georgetown Road 10th Floor, Bethesda, Maryland 20814 301-961-2640 / Main 800-745-4503 x2640 / Toll-Free 240-235-4448 / fax ira.greenspan@mssb.com

More information

The Radcliff-Schatzman Group at Morgan Stanley Smith Barney

The Radcliff-Schatzman Group at Morgan Stanley Smith Barney The Radcliff-Schatzman Group at Morgan Stanley Smith Barney 11 North Water Street Suite 16290, Mobile, Alabama 36602 251-470-1060 / Main 251-470-1100 / fax fa.smithbarney.com/theradcliffgroupsb The Radcliff-Schatzman

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3500 / MAIN 800-752-2678 / TOLL-FREE 617-227-9070 / FAX peter.b.princi@morganstanley.com Our practice offers the

More information

The Pierson Russi Group at Morgan Stanley. Portfolio Management Group

The Pierson Russi Group at Morgan Stanley. Portfolio Management Group The Pierson Russi Group at Morgan Stanley Portfolio Management Group 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE www.morganstanleyfa.com/piersonrussigroup

More information

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Stephen Gross, Senior Vice President and Financial Advisor David Turner III, Senior Vice President and Financial Advisor Rick Beaumont, CFP,

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice

More information

The dos Santos Group at Morgan Stanley

The dos Santos Group at Morgan Stanley The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com

More information

The Peachtree Group at Morgan Stanley

The Peachtree Group at Morgan Stanley The Peachtree Group at Morgan Stanley 3280 Peachtree Rd Suite 1900 Atlanta, GA 30305 Tel: 1 (877) 386-5767 Fax: (404) 601-5471 http://www.morganstanleyfa.com/thepeachtreegroupsb/ Why Clients Choose and

More information

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with

More information

The Yates Group at Morgan Stanley

The Yates Group at Morgan Stanley The Yates Group at Morgan Stanley 100 N. Main St. Ste. 2500 Winston Salem, NC 27101 800-334-4401 / MAIN 800-334-4401 / TOLL-FREE 336-721-4940 / FAX www.morganstanleyfa.com/theyatesgroup The Yates Group

More information

The Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey

The Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

The Smalley Berman Group at Morgan Stanley Smith Barney

The Smalley Berman Group at Morgan Stanley Smith Barney The Smalley Berman Group at Morgan Stanley Smith Barney 2727 Hollycroft Suite 330, Gig Harbor, Washington, 98335 253-858-4401 / Main 800-714-7989 / Toll-Free 253-858-4499 / fax fa.smithbarney.com/smalleyberman

More information

The Caiazzo Mento Group at Morgan Stanley

The Caiazzo Mento Group at Morgan Stanley The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com

More information

The Sanborn Group at Morgan Stanley

The Sanborn Group at Morgan Stanley The Sanborn Group at Morgan Stanley 5051 Westheimer Rd. Suite 2100 Houston, TX 77056 713-966-2159 / MAIN 800-666-6069 / TOLL-FREE 713-966-6808 / FAX www.morganstanleyfa.com/thesanborngroup richard.h.sanborn@ms.com

More information

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and Professional Athletes 2000 Westchester Ave 1NC Purchase,

More information

KBB Wealth Management at Morgan Stanley Smith Barney

KBB Wealth Management at Morgan Stanley Smith Barney KBB Wealth Management at Morgan Stanley Smith Barney 601 Union Street Suite 5200, Seattle, Washington 98101 206-628-4862 / Main 800-426-7837 / Toll-Free 206-628-4425 / fax fa.morganstanleyindividual.com/

More information

The Walker/Morse Group at Morgan Stanley Smith Barney

The Walker/Morse Group at Morgan Stanley Smith Barney 6 Our Approach 8 For Life s Most Important Goals 10 A Culture of Excellence The Walker/Morse Group at Morgan Stanley Smith Barney Wealth management for discerning clients 58 South Service Road Suite 400,

More information

The MCM Group at Morgan Stanley Smith Barney. Private Wealth Management

The MCM Group at Morgan Stanley Smith Barney. Private Wealth Management The MCM Group at Morgan Stanley Smith Barney Private Wealth Management 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ 07962 800-524-2423 / MAIN 973-993-5276 / FAX fa.smithbarney.com/themcmgroupsb

More information

The Forster Group at Morgan Stanley Smith Barney

The Forster Group at Morgan Stanley Smith Barney The Forster Group at Morgan Stanley Smith Barney A Wealth Management Advisory Team Dennis Forster, CFP Senior Vice President- Wealth Management Financial Advisor Julie Williams Registered Associate Financial

More information

The Altieri Group at Morgan Stanley Smith Barney

The Altieri Group at Morgan Stanley Smith Barney The Altieri Group at Morgan Stanley Smith Barney As Financial Advisors, we have access to a platform of resources that enables us to select the products and services that match our clients diverse financial

More information

Wealth Education Development Plan Family Governance & Wealth Education. Morgan Stanley Wealth Management

Wealth Education Development Plan Family Governance & Wealth Education. Morgan Stanley Wealth Management Wealth Education Development Plan Family Governance & Wealth Education Morgan Stanley Wealth Management Family Wealth Education The Family Governance & Wealth Education group helps ultra high net worth

More information

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, NC 27612 855-830-0665 / TOLL-FREE 919-785-7163 / MAIN 919-882-1212 / FAX

More information

The Century Group at Morgan Stanley Smith Barney

The Century Group at Morgan Stanley Smith Barney The Century Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Los Angeles, CA 90067 310-551-9400 / MAIN 800-451-6533 / TOLL-FREE fa.morganstanleyindividual.com/thecenturygroup The Century Group

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam For our team, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they

More information

The Walker Pearson Group at Morgan Stanley

The Walker Pearson Group at Morgan Stanley The Walker Pearson Group at Morgan Stanley 5444 Riverside Drive 2nd Floor Macon, GA 31210 478-471-2286 / MAIN 800-926-2136 / TOLL-FREE 478-471-3355 / FAX John.C.Walker.III@morganstanley.com John.C.Walker.IV@morganstanley.com

More information

The Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management

The Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management The Rast Group at Morgan Stanley Smith Barney Principle Driven Wealth Management 1501 Main Street Suite 715, Columbia, SC 29201 803-251-3300 / MAIN 800-786-7866 / TOLL-FREE www.therastgroup.com ben.rast@mssb.com

More information

The Park Avenue Group at Morgan Stanley Smith Barney

The Park Avenue Group at Morgan Stanley Smith Barney 8 Developing Your Wealth Management Strategy 11 For Life s Most Important Goals 12 A Culture of Excellence The Park Avenue Group at Morgan Stanley Smith Barney 250 South Park Avenue Suite 500, Winter Park,

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

our mission our vision

our mission our vision our mission By combining the experience and skills of The 17th Street Group at Morgan Stanley Smith Barney, we deliver tailored investment strategies designed to help you manage and preserve your wealth.

More information

The Niou Way. Portfolio Management Group

The Niou Way. Portfolio Management Group The Niou Way Portfolio Management Group With over 29 years of experience, Stamford Niou and the Niou Way group s goal is to protect and grow our clients assets with the emphasis on risk control. The Niou

More information

The Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan

The Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan The Bush Natishan Group at Morgan Stanley Ellen Q. Bush & Karen B. Natishan 111 North Washington Ave. Suite 201, Scranton, PA 18503 570-819-8010 / MAIN 570-822-2303 / FAX http://fa.morganstanley.com/thebushnatishangroup

More information

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

Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.com

More information

The White Heron Group at Morgan Stanley

The White Heron Group at Morgan Stanley The White Heron Group at Morgan Stanley 300 Granite Run Drive Suite 300, Lancaster, PA 17601 717-519-3201 / MAIN 800-873-0990 / TOLL-FREE 717-560-0100 / FAX www.morganstanleyfa.com/thewhiteherongroup thewhiteherongroup@morganstanley.com

More information

The Frontier Group at Morgan Stanley Smith Barney

The Frontier Group at Morgan Stanley Smith Barney 8 Developing Your Wealth Management Strategy 10 For life s Most important Goals. 12 a Culture of excellence The Frontier Group at Morgan Stanley Smith Barney East 140 Ridgewood Avenue 5 NT, Paramus, New

More information

The Radcliff Schatzman Group at Morgan Stanley. Comprehensive Wealth Management

The Radcliff Schatzman Group at Morgan Stanley. Comprehensive Wealth Management The Radcliff Schatzman Group at Morgan Stanley Comprehensive Wealth Management 11 N Water Street Suite 16290, Mobile, AL 36602 251-470-1097 / MAIN 800-624-7814 / TOLL-FREE 678-229-9738 / FAX www.morganstanleyfa.com/theradcliffgroup

More information

The Bonnewell Group at Morgan Stanley Smith Barney

The Bonnewell Group at Morgan Stanley Smith Barney The Bonnewell Group at Morgan Stanley Smith Barney 701 Town Center Drive Suite 902, Newport News, VA 23606 757-873-3300 / MAIN 800-338-8948 / TOLL-FREE 866-767-4630 / FAX http://fa.smithbarney.com/bonnewell/

More information

Morgan Stanley Smith Barney, 80 E. Rio Salado Parkway, Suite 810, Tempe, AZ 85281

Morgan Stanley Smith Barney, 80 E. Rio Salado Parkway, Suite 810, Tempe, AZ 85281 Morgan Stanley Smith Barney, 80 E. Rio Salado Parkway, Suite 810, Tempe, AZ 85281 AT M O R G A N S TA N L E Y S M I T H B A R N E Y We are all travelers in the wilderness of this world, and the best we

More information

The Chesapeake Wealth Management Group at Morgan Stanley

The Chesapeake Wealth Management Group at Morgan Stanley 4 Our Mission 9 Beyond Personal Investing 10 Meet the Professionals The Chesapeake Wealth Management Group at Morgan Stanley 650 South Exeter Street Suite 1100, Baltimore, Maryland 21202 410-736-5300 /

More information

THE SECOND GROWTH. An organized and personal approach to the second stage of life. The Cypress Group at

THE SECOND GROWTH. An organized and personal approach to the second stage of life. The Cypress Group at THE SECOND GROWTH An organized and personal approach to the second stage of life. The Cypress Group at With over 85 years of combined experience we have developed a process to help analyze and address

More information

The Ricca-Weinerman Group at Morgan Stanley. Providing Wealth Management Solutions

The Ricca-Weinerman Group at Morgan Stanley. Providing Wealth Management Solutions The Ricca-Weinerman Group at Morgan Stanley Providing Wealth Management Solutions 300 Campus Drive 4th Floor, Florham Park, NJ 07932 973-236-3500 / MAIN 800-526-9075 / TOLL-FREE 973-943-4383 / FAX http://www.morganstanleyfa.com/ricca_weinerman/

More information

The Berkheimer Group at Morgan Stanley

The Berkheimer Group at Morgan Stanley The Berkheimer Group at Morgan Stanley 30 West Patrick Street 7th Floor, Frederick, MD 21701 301-663-8833 / MAIN 800-634-0072 / TOLL-FREE 301-663-4798 / FAX theberkheimergroup@morganstanley.com Managing

More information

The SWS Group at Morgan Stanley Smith Barney

The SWS Group at Morgan Stanley Smith Barney The SWS Group at Morgan Stanley Smith Barney 3102 West End Avenue Suite 200, Nashville, Tennessee 37203 615-292-0303 / Main 866-STK-PLAN / Toll-Free 615-269-2440 / fax fa.smithbarney.com/swsgroup Financial

More information

The Barkmeier Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Barkmeier Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Barkmeier Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Our Vision Our group firmly believes in creating a partnership with you based on integrity, respect and

More information

The Market Street Group at Morgan Stanley

The Market Street Group at Morgan Stanley The Market Street Group at Morgan Stanley 505 Market Street Suite 300, West Des Moines, IA 50266 515-224-5529 / MAIN 515-224-5559 / FAX www.morganstanleyfa.com/ marketstreetgroup/ For our team, retirement

More information

Kindred/Stephens Group at Morgan Stanley Smith Barney

Kindred/Stephens Group at Morgan Stanley Smith Barney Kindred/Stephens Group at Morgan Stanley Smith Barney Mission Statement Our mission is to help affluent individuals and their families create, manage, preserve and transfer wealth. The core of this partnership

More information

Executive Compensation Strategic Overview

Executive Compensation Strategic Overview August 2009 Executive Compensation Strategic Overview Pacific Northwest Group at Morgan Stanley Smith Barney a corporate client group of Morgan Stanley Smith Barney Eric Flaten Paul Jackson Executive Compensation

More information

Gwen G. Cohen. Wealth Management in Service of Life s Goals

Gwen G. Cohen. Wealth Management in Service of Life s Goals Gwen G. Cohen Wealth Management in Service of Life s Goals 70 West Madison Street Suite 5450, Chicago, Illinois 60602 312-443-6527 / Main 800-575-5601 / Toll-Free 312-443-6300 / fax fa.morganstanleyindividual.com/gwen.cohen

More information

O'Neill Blausey Hartsock Group at Morgan Stanley

O'Neill Blausey Hartsock Group at Morgan Stanley O'Neill Blausey Hartsock Group at Morgan Stanley 35055 W 12 Mile Road Suite 101, Farmington Hills, MI 48331 248-848-8780 / MAIN 855-209-8113 / TOLL-FREE 248-848-8716 / FAX www.morganstanleyfa.com/obhgroup

More information

First Southern Securities, LLC Credentials

First Southern Securities, LLC Credentials First Southern Securities, LLC Credentials Table of Contents SECTION A SECTION B SECTION C SECTION D Overview of First Southern Securities, LLC......3 Services Offered...6 Trading Volume by Credit 1. Municipal...11

More information

The Spectrum Group at Morgan Stanley

The Spectrum Group at Morgan Stanley The Spectrum Group at Morgan Stanley 20807 Biscayne Blvd 6th Floor, Aventura, FL 33180 305-937-7100 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX www.morganstanleyfa.com/thespectrumgroup The Spectrum

More information

The Yarkin GrOUP at MOrGan STanleY SMiTh BarneY

The Yarkin GrOUP at MOrGan STanleY SMiTh BarneY The Yarkin GROUP at Morgan Stanley Smith Barney The Yarkin Group Welcome Introducing The Yarkin Group and The Florida Corporate Services Group at Morgan Stanley Smith Barney Business owners, corporate

More information

The Haas-Compass Group at Morgan Stanley. Innovative Wealth Management and Financial Planning

The Haas-Compass Group at Morgan Stanley. Innovative Wealth Management and Financial Planning The Haas-Compass Group at Morgan Stanley Innovative Wealth Management and Financial Planning 31099 Chagrin Boulevard 3rd Floor, Pepper Pike, OH 44124 216-390-4900 / MAIN 800-892-6126 / TOLL-FREE 216-360-4990

More information

Megan Schlaack Silva. Financial Advisor & Wealth Management. January 2011 Megan Schlaack Silva Financial Advisor

Megan Schlaack Silva. Financial Advisor & Wealth Management. January 2011 Megan Schlaack Silva Financial Advisor Megan Schlaack Silva Financial Advisor & Wealth Management January 2011 Megan Schlaack Silva Financial Advisor Megan Schlaack Silva - Summary of Services Balance Sheet Management & Liquidity - Complex

More information

The D'Oliveira-Frick-Dutra Group at Morgan Stanley Smith Barney

The D'Oliveira-Frick-Dutra Group at Morgan Stanley Smith Barney The D'Oliveira-Frick-Dutra Group at Morgan Stanley Smith Barney 7530 Parker Road Fairhope, AL 36532 251-990-2939/ MAIN 877-886-1777/ TOLL-FREE 251-650-1378/ FAX www.morganstanley.com/fa/dfdgroup dfdgroup@mssb.com

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience

More information

The HALL WALSWORTH GROUP

The HALL WALSWORTH GROUP The HALL WALSWORTH GROUP at Morgan Stanley Smith Barney The Hall Walsworth Group Welcome As Family Wealth Directors, we would like to invite you to a very individualized experience of global financial

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Chesapeake Group at Morgan Stanley Smith Barney. Corporate equity solutions and personalized wealth management for executives

Chesapeake Group at Morgan Stanley Smith Barney. Corporate equity solutions and personalized wealth management for executives Chesapeake Group at Morgan Stanley Smith Barney Corporate equity solutions and personalized wealth management for executives Chesapeake Group at Morgan Stanley Smith Barney 1650 Tysons Boulevard 10th Floor,

More information

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, North Carolina 27612 855-830-0665 / Toll-Free 919-785-7163 / main 919-882-1212

More information

Success on Your Terms. How We Help You Achieve Your Financial Goals

Success on Your Terms. How We Help You Achieve Your Financial Goals Success on Your Terms How We Help You Achieve Your Financial Goals One PPG Place, Suite 1300 Pittsburgh, PA 15222 Visit Our Team Website: www.morganstanleyfa.com/thestonegroup Bohdan W. Stone, CIMA Executive

More information

The Blair Group at Morgan Stanley Smith Barney. Wealth Management: Experienced, Principled, Personalized

The Blair Group at Morgan Stanley Smith Barney. Wealth Management: Experienced, Principled, Personalized The Blair Group at Morgan Stanley Smith Barney Wealth Management: Experienced, Principled, Personalized Managing your wealth wisely and building a meaningful and trusting relationship with you are our

More information