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1 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, Vice President and Financial Advisor Ned Milin, Relationship Manager 2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC

2 Table of Contents 1. WEALTH MANAGEMENT OVERVIEW 2. STRATEGY TEAM

3 Wealth Management Overview OUR MISSION The Gross Turner Beaumont Group came together with the intention of providing customized strategies to the challenges faced by high net worth families. As a team, we believe our combined experience, skills, and resources positions us to deliver a holistic approach in addressing the unique needs and objectives of the families we serve. Our team approach cultivates an environment of shared ideas, multiple areas of knowledge, and over 60 years of combined experience.

4 Wealth Management Overview Below is a sample of the services and resources available through The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Planning Risk Management Asset Management Liabilities Management Advanced Planning Comprehensive Financial Planning Estate Planning Education Funding Tax Planning Social Security Distribution Analysis Philanthropic Services Fiduciary / Trust Services Insurance Life Insurance Reviews and Needs Assessment. Variable and Fixed Annuities Long Term Care Insurance Disability Insurance Exposure Management Advice on concentrated or restricted holdings Hedging & Monetization Global capital markets & trading Asset Protection Strategies Investment Policy Statement Customized Asset Allocation. Ongoing Monitoring, Evaluation,. and Reporting. Portfolio Reviews and Analysis. Private Money Managers, Exchange Traded Funds, Mutual Funds, individual stocks and bonds. Cash Management Services. Alternative Investments, Hedge Funds, Private Equity, Real Estate Credit and Lending Banking and lending services The investments and services 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. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney s licensed insurance agency affiliates. 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.

5 Strategy Team Stephen Gross Senior Vice President Financial Advisor Stephen has over 23 years of financial services experience. He earned his undergraduate degree in Business Administration at the University of Oklahoma. His areas of emphasis include working with high net worth families; helping them articulate, implement and monitor a comprehensive financial plan that encompasses short and long term financial objectives as well as estate planning and charitable aspirations. He also has experience working with qualified retirement plans and has assisted many clients in setting up plans that are designed to help them meet their specific goals. Stephen s primary focus is acting as the senior portfolio strategist on the team to implement asset management strategies for our clients. Stephen has always been active in the community. His volunteer activities include ongoing support of the Bay Area Crisis Nursery. Additionally, he is currently on the finance committee for a large non-profit organization in San Francisco. Recently, he completed a second term on the Board of Directors of a non-profit organization located in Contra Costa County. Stephen and his wife moved to the San Francisco Bay Area in He has 2 daughters; Amy, who is a school teacher and Rebecca, who is entering her senior year at University of Washington. His interests include trekking in the Himalaya and roaming the back roads of the East Bay on his motorcycle. Steve has seen first hand the level of poverty in Nepal and has taken a personal interest in a local charity that has built several schools in remote villages in poor rural areas of Nepal. CA Insurance License # 0A23893

6 Strategy Team David Turner Senior Vice President Financial Advisor David has over 24 years of investment industry experience. David was born in northern Mississippi. He received his Bachelor s of Music degree from Southern Methodist University, Dallas, TX, and he received a Master s Degree from Cal State University, Hayward. He is a US Navy and Vietnam Veteran. He began his Financial Advisor career with E. F. Hutton in Walnut Creek, CA, focused on working with individuals and families. He is committed to simplifying the complex investment process while helping to establish specific goals for his clients. He then creates, implements and monitors an individualized overall plan. His experience also includes estate planning as well as developing some corporate qualified retirement plans. David s primary focus is acting as the senior wealth planning strategist, acting as the insurance specialist, and for implementing asset allocation strategies. David and his wife, Joanne, who is also a musician, have lived in the San Ramon Valley for over 30 years. His volunteer work in the community includes performing with the Diablo Symphony Orchestra in Walnut Creek, the San Ramon Symphonic Band and as an active member of the San Ramon Library Jazz Concert Committee. CA Insurance License # 0A18789

7 Strategy Team Rick Beaumont, CFP Vice President Financial Advisor Rick has over 17 years of experience in the financial industry. He focuses on working with high-net-worth families, businesses owners and corporate executives. Rick s primary focus is financial planning as well as managing our key relationships with the resources we depend on at Morgan Stanley Smith Barney Global Wealth Management. He holds a Bachelor of Science degree in Finance from Cal Poly State University, San Luis Obispo. Rick has earned the designation of CERTIFIED FINANCIAL PLANNER. Rick is actively involved in the community and is currently serving as an Advisory Board member of the Valley Children s Museum. He served as President of the Board of Directors for the Valley Children s Museum from and as well as Treasurer in He served as Chairman of the Board for the Pleasanton Chamber of Commerce in 2001 and was on the Board for five years. In the past, he has served as the Vice President of Membership, Chair of the Ambassador group and completed the Leadership Pleasanton program in He is still active with the Pleasanton Chamber of Commerce Past Presidents Group, providing ideas and oversight to the current Board of Directors. Rick lives in Alamo with his wife, Nicole, and daughters, Arianna, Olivia, Vivian, and Ashlyn. His free time is spent backpacking, hiking, mountain biking, and coaching youth sports. CA Insurance License # 0B50886

8 Strategy Team Ned Milin Relationship Manager Ned has over 11 years of experience in the financial industry. He focuses on working with high-net-worth families, businesses owners and corporate executives. Ned s primary focus is the comprehensive business management and organization for our team. Ned also develops the technology and customized reporting and planning for our key relationships at Morgan Stanley Smith Barney Global Wealth Management. Ned is licensed with his Series 7 from the National Association of Securities Dealers (NASD) as well as his Series 63 & 66, the Uniform Securities Agent State Law Examination administered by the North American Securities Administrators Association (NASAA). Ned is actively involved in the community and is currently the Defensive Coordinator for Monte Vista High School Varsity football program in Danville. He has been actively involved at the high school since Ned lives in Alamo with his wife, Emily, and daughter s Charlotte, Chloe and Cora. His free time is spent playing basketball and softball, coaching high school football and cooking.

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