The Walker Pearson Group at Morgan Stanley

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1 The Walker Pearson Group at Morgan Stanley

2 5444 Riverside Drive 2nd Floor Macon, GA / MAIN / TOLL-FREE / FAX

3 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 WALKER PEARSON GROUP 3

4 Meet the Professionals 4 MORGAN STANLEY

5 John Walker III Financial Planning Specialist Senior Vice President Branch Manager Johnny enjoys golf, hunting and relaxing at his farm in Marshallville where he grew up as a child. Johnny has been with Morgan Stanley for all of his 32 years in the business. He graduated from Emory University and received his MBA from Georgia College. With Morgan Stanley, Johnny's greatest satisfaction is from helping clients plan for and realize their financial objectives whether that be retirement, philanthropy, education or a legacy to their children and grandchildren. This is best achieved by getting to know the client and by working closely wtih their CPA and attorney. He is most proud of the fact that he has worked with multiple generations of many of his clients. In addition to his honest hard work on behalf of his clients, Johnny believes in giving back to his community. He is currently a Commissioner on the Macon Housing Authority, a Trustee for the Methodist Home for Children and Youth and a Trustee of the Elam Alexander Trust. He is past president of Big Brothers, the Macon Civic Club and Idle Hour Country Club. In addition to spending time with his family and grandchildren, THE WALKER PEARSON GROUP 5

6 John C Walker IV Investment Management Consultant Second Vice President Financial Advisor With over 11 years in financial services, John has gained valuable experience during one of the most difficult decades for the market and economy. He joined Morgan Stanley in 2002 and has received valuable insight working with his father who has been in the industry for over 32 years. John is committed to working with his clients and their families by preparing financial plans focusing on comprehensive wealth management. These plans include investment, estate, retirement, insurance, lending and educational planning. John attended Clemson University on a golf scholarship where he was a four year letterman receiving a Bachelor of Arts degree in Economics. After playing professional golf for three years he regained his amateur status and still loves playing competitive golf today. He is on the board of Big Brothers Big Sisters and Macon Area Habitat For Humanity; additionally, John is very active with Forest Hills United Methodist Church. John and his wife, Beth live in Macon with her daughters, Emma and Avery. 6 MORGAN STANLEY

7 Sam Pearson Vice President Financial Advisor Born and raised in Fort Valley, Georgia, Sam learned many valuable lessons while working in the fields, orchards and packing facilities of his family s 3rd generation farm. After graduating from the Westfield Schools in Perry, he received his Bachelor of Science degree from the University of Georgia where he majored in Agricultural Economics. As he nears his 20th year in the financial services industry, Sam uses his past banking experience and years of guiding clients through periods of difficult economic conditions as lessons to help him create valuable solutions for his current clientele. He has experience working with individuals and families as well as endowments, small businesses and larger companies. In 2005, Governor Sonny Perdue appointed Sam as Trustee of the Public School Employees Retirement System of Georgia a position he still holds today. Sam is a member of the Macon Civic Club as well as Idle Hour Golf & Country Club, recently serving as Vice President and Treasurer. Sam also serves on the Finance Committee at Highland Hills Baptist Church where he and his family are members. Sam and his wife, Molly, live in Macon with their children, Cassidy and Clay. In addition to spending time with his family, he enjoys his time outdoors fishing, hunting, golfing and volunteering many hours to youth sports. THE WALKER PEARSON GROUP 7

8 Sandy Snow Client Service Associate Sandy has over 15 years of dedicated service at Morgan Stanley. Her role as client service associate is to help facilitate the team s administrative needs as well as assist clients in numerous areas. Her experience, knowledge and personality is a tremendous asset to The Walker- Pearson Group. Sandy lives in Warner Robins with her husband Mike and daughter Katelyn. In her leisure time, she enjoys spending time with her family and supporting them in their many endeavors. She also enjoys gardening and is an avid weekend gardner. 8 MORGAN STANLEY

9

10 For Life's Most Important Goals With an experienced professional and the right resources, reaching your most important goals can be less challenging and more rewarding. We are ready to help you meet your goals, by combining our insight into your needs with the resources of Morgan Stanley. Setting a Confident Course Thorough, thoughtful planning - planning that analyzes where you are as well as where you want to go - is the most important step in establishing a path to your goals. We will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own. - Retirement Planning - Education Planning - Estate Planning - Multigenerational Planning Shaping Your Retirement Together, we can work to make decisions that could help you move toward the retirement you expect. Whether you are building retirement wealth or making the transition to generating income from your assets. We can help you develop and implement a strategy based on your vision of retirement. - Roth Conversions Building a Unique Legacy Estate Planning typically brings together the dimensions of life: personal, family, financial and charitable. We will work with you to understand the connections betwen your life and legacy goals, and work with your accountant and attorney to help you develop a strategy to position your portfolio appropriately. Educating New Generations Helping to meet the education costs of children and grandchildren may be one of the most attractive and personally fulfilling investment opportunities available to you. We can help you access appropriate investment vehicles plans and custodial accounts.. Giving Back Through Philanthropy Many successful individuals seek opportunities to support cultural and educational institutions and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you 10 MORGAN STANLEY

11 analyze and implement a strategy that rewards you while it benefits causes you care about. Protecting Your Wealth Insurance can play a critical role in virtually any comprehensive financial strategy, helping you to protect the value of your assets, protect your income and your family's financial security - even perform important functions in a business succession or estate plan. We can help you analyze your current insurance portfolio and work to update your coverage to fulfill personal and strategic goals. THE WALKER PEARSON GROUP 11

12 Developing Your Wealth Management Strategy Individuals work hard to build wealth in pursuit of a meaningful life for themselves and their family. Your achievements reflect substantial effort, and we will work just as hard on your behalf, committing our experience and skills to helping you achieve your unique goals for your wealth. Moreover, we will support you and your strategy by accessing the resources and perspective of one of the world s largest financial firms. Before our team offers specific advice, however, we must understand who you are and what you want your wealth to accomplish. Working with you, we will complete a four-step process: 1 Setting your financial objectives We will begin our relationship by listening discussing a range of topics related to your financial needs and investment objectives: long-term life goals and expectations, possible major purchases, and legacy and charitable goals, if you have them. We will discuss your current financial resources, your time horizon for various goals, your tolerance for risk even how your liabilities are structured. If you own a business, we also might discuss your current banking and cash management needs. 2 Developing your wealth management strategy Based on your input, our advice will likely help address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. Of course, your plan will include an asset allocation strategy designed to help achieve your financial goals in light of your risk tolerance and investment time horizon. 12 MORGAN STANLEY

13 3 Implementing your strategy After we have discussed and refined your strategy, the team works closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, we will draw on in-depth research and analysis to help you select from the hundreds of investment management firms available to you. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, the team will help you keep your strategy on track. 4 Reviewing your performance You will receive a quarterly review that outlines your portfolio s performance, helping you track progress toward your objectives. Moreover, when your personal situation or market conditions change significantly, we can suggest appropriate adjustments to your portfolio to help it remain aligned with your goals. 13

14 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. 14 MORGAN STANLEY

15

16 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. Morgan Stanley Smith Barney LLC is a registered brokerdealer, 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. 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. Member SIPC /2013 CRC

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