The White Heron Group at Morgan Stanley

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1 The White Heron Group at Morgan Stanley

2 300 Granite Run Drive Suite 300, Lancaster, PA / MAIN / TOLL-FREE / FAX

3 The White Heron Group at Morgan Stanley No client is forgotten. Period. We understand your wealth is important: it s your security, it s your retirement, it s a gift for future generations. It s your independence. The White Heron Group believes all of our clients deserve our best. Our investing strategy, which emphasizes wealth preservation, assures that everyone benefits from our combined 70+ years of experience. We start by developing a complete picture of who you are, and the disparate forces at work in your life. Working closely with you, we create a conservative investment strategy focused on your objectives, cash flow needs, and risk tolerance. From there, we will implement your plan and monitor it closely. Over time, we will revise your plan to reflect your current goals and priorities, responding to developments in your life and in the market. Your goals become our own, guiding us as we continue to analyze your financial plan. Frequent and regular review will maintain our focus. In other words, we believe no one will be forgotten. THE WHITE HERON GROUP 3

4 Meet the Professionals Cheryl Hartman, Lauren Bruckhart, Richard Conway 4 MORGAN STANLEY

5 Lauren M Bruckhart Financial Planning Specialist Financial Advisor Lauren joined Morgan Stanley in She started her career in the financial services industry at RINET Company, LLC; a Boston-based wealth management firm. There she provided integrated financial, investment, estate and tax planning services to ultra-high net worth families. Lauren has always enjoyed helping her clients align their complex financial situations to the appropriate plan to meet their unique goals. Lauren attained her Bachelor of Arts degree in Psychology and Sociology from Bloomsburg University. She holds a Financial Planning Certificate from Boston University. She is an active member of the Woman s Club of York and the Kiwanis Club of York. Lauren serves as a board member and finance committee member of ForSight Vision. In addition to being a participant, Lauren is one of the lead fundraisers in the annual Walk to End Alzheimer s for the Alzheimer s Association of Greater PA. Lauren, her husband, Adam, and their son, August, live in York with their Jack Russell Terrier, Pita. She enjoys spending time outdoors, cooking and running. Richard J Conway, CFP Portfolio Manager Senior Vice President - Wealth Management Financial Advisor Mr. Conway is a native of Philadelphia and a graduate of LaSalle University with a BS in accounting. He served as a pilot in the US Air Force and then the PA Air National Guard, retiring with 28 years of service. Richard started his investment career in Philadelphia as an analyst in the Trust Department of First Pennsylvania Bank. At the conclusion of his active duty, Mr. Conway joined Shearson Hammill, a predecessor of Morgan Stanley, in 1972 and then moved to Harrisburg in 1978 to manage that office. After a long and successful career as a manager and Financial Advisor, Richard decided in 2009 to concentrate his considerable experience and talents toward helping a select group of clients develop, implement and follow sensible and comprehensive plans designed with an eye toward helping them secure their financial futures. Richard and his wife, Donna, enjoy spending time at their second home in St. Michael s, MD with their Chocolate Lab, Tyson. Cheryl L. Hartman Senior Client Service Associate Cheryl joined the financial industry in 1987 working for Shearson Lehman Brothers in the client service area. In 1995, she took a hiatus to raise her three daughters, then returned to Morgan Stanley in 2008 as a Senior Operations Specialist and resumed a client service role in With 15 years of experience, Cheryl aids Richard and Lauren with account services in addition to her operational and administrative duties. She provides superior assistance to their clients to help ensure their financial goals are met. Cheryl attained her degree in Merchandising from Widener University. A native to Lancaster County, Cheryl lives in Landisville with her husband, Jeff, and their daughters. Cheryl devotes most of her time to her family; Allie attends graduate school at Lincoln Memorial University, Annie attends Lebanon Valley College where she plays softball, and Aubrey attends Hempfield High School where she plays field hockey and softball. Cheryl is a board member of various booster clubs for Hempfield High School. In her spare time, she enjoys gardening, traveling, and walking her two golden retrievers, Teddy and Tucker. THE WHITE HERON GROUP 5

6 Creating Your Plan To be truly effective, your plan must reflect the totality of your personal and financial life. Our role is to help ensure that your investment objectives are consistent with pressing financial concerns and your long-term aspirations. Moreover, we will support you and your strategy with the resources and perspective of one of the world s largest financial firms. 1 We will work to articulate your aims for your wealth, examining your current and future income sources and cash flow needs, and then consider factors like tolerance for risk, tax concerns, liquidity needs and time horizon. 6 MORGAN STANLEY

7 Discover Analyze 2 We will propose a financial plan and asset allocation designed to help meet your goals. Our advice may encompass issues such as retirement planning, business continuation, tax minimization and wealth transfer Review Implement 3 We will work closely with you to bring the elements of your plan to life, helping you to select from the hundreds of investment management firms available to you, and identify specific stocks, bonds and other securities that may be suitable for your portfolio. Then we will closely monitor your portfolio. 4 We will review your portfolio together at your request. And when your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.

8 Financial Advice as Unique as You You are unique. Your financial goals are unique. Working together, we will develop a customized plan to help you achieve them. We want you to be confident in the knowledge your wealth is in good hands and we are conservatively working toward your financial security. The White Heron Group will develop an individualized system that emphasizes wealth preservation and ensures all of our clients receive the personal attention they deserve, thereby assuring your goals and objectives remain our top priority. We apply the same investment principles for our clients as we do for ourselves. Your personal portfolio, however, is individually tailored to your specific needs. This system enables us to help all of our clients work toward their financial goals while allowing us to make sure that no one is forgotten. As your life unfolds and as our relationship grows, we will regularly meet with you to review your portfolio, adjusting it as necessary and making sure it is keeping pace with developments in your life as well as in the market. 8 MORGAN STANLEY

9

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 /2014 CRC 1

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