Megan Schlaack Silva. Financial Advisor & Wealth Management. January 2011 Megan Schlaack Silva Financial Advisor
|
|
- Rolf White
- 6 years ago
- Views:
Transcription
1 Megan Schlaack Silva Financial Advisor & Wealth Management January 2011 Megan Schlaack Silva Financial Advisor
2 Megan Schlaack Silva - Summary of Services Balance Sheet Management & Liquidity - Complex Financing Structures - Financing of Commercial and Residential Real Estate, Aircraft, Art, Restricted Stock - Interest Rate Risk Management - Customized Securities based lending Client Investment Management & Risk Control - Financial Planning & Sophisticated Analyses - Open Architecture - Alternatives Hedge Funds/Private Equity / Real Estate - Advice on concentrated and / or restricted stock holdings - Hedging and monetization strategies Generational Planning - Current Will and Trust Review - Estate Planning - Insurance - Philanthropic Gifting - Tax Planning Private Banking - Dedicated Private Banker - Cash Management - Concierge Services - Checking, Credit Cards, Bill Pay 2
3 Comprehensive Process for Life Planning Discovery: Identifying Your Values and Goals Monitoring: Ongoing Evaluation and Reporting Client Analysis and Recommendations: Building an Action Plan Implementation: Choosing Services and Providers 3
4 Our Team Our team is backed by a group of highly trained regional professionals who help provide specific knowledge regarding all aspects of your financial life Client Megan Schlaack Silva Financial Advisor Wealth Planning Center Estate & Insurance Strategies Banking & Lending Services Consulting Group, Asset Management Kevin Mirecki Regional Planning Director Seri Bryant Insurance & Estate Specialist Ness Okonkwo Private Banker Ryan Ward Regional Director Caesar Garvida, CFP, CIMA Planning Analyst Gil Lipaz Insurance Specialist Jeff Bonafe Associate Regional Director Helen Zhao, CPA, CFP Wealth Analyst 4
5 Biographies Megan Schlaack Silva Financial Advisor Financial Planning Specialist Megan provides financial strategies to help her clients with their highly individual goals. By employing an extensive wealth management approach through a consultative process, she implements a customized investment plan designed to accumulate, preserve and transfer wealth. Megan serves a select client base from a broad spectrum of industries. Her clients range from corporate executives to entrepreneurs to professional athletes and entertainers. Megan graduated from USC Film School and attended St. Mark s Boarding School in Boston. Megan grew up around finance and finally gave into her roots by joining the Morgan Stanley Smith Barney team. Megan's father has been in the investment business for 40 years; her older brother is a Wharton graduate and a Managing Director at Blackstone Group in New York City and her younger brother works in venture capital also in Los Angeles. Prior to Morgan Stanley Smith Barney Megan worked in the Entertainment Industry and was a private investor. Megan holds her Series 7, 63 and 65 securities licenses and the California Insurance License for Life, Health and Variable Insurance. Originally from West Des Moines, Iowa, Megan resides in Hancock Park with her husband and two dogs. Megan serves on the fundraising council at LACMA (Los Angeles County Museum of Art) and is on the membership committee for Step Up Women s Network helping to reshape the lives and futures of underserved teenage girls. 5
6 Biographies (continued) Kevin Mirecki, Regional Planning Director Kevin Mirecki comes to Morgan Stanley Smith Barney Wealth Advisory Resources as the Regional Planning Director of the Los Angeles Wealth Planning Center covering the Southern and Northern California Regions. Kevin has 20 years of experience as an attorney specializing in HNW client matters both domestically and internationally. He also was managing director of American & International Corporate Services, Ltd. with offices in Newport Beach, Miami and NY. Kevin's Professional Memberships include: International Tax Planning Association, London, England; American Bar Association; International Bar Association; American College of Trust and Estate Counsel Estate; Trust & Probate Section of the California State Bar; Estate Planning & Probate Law Section of the Orange County Bar Association. Kevin received his Bachelor of Science Degree in Investments from USC and his Doctorate in Law from Western State University. Kevin has written Legal Guidebooks on: Structures for Foreign Investment into the U.S.; U.S. Taxation of U.S. Taxpayers Engaged in Foreign Business Activities; U.S. Taxation of Resident Aliens, Nonresident Aliens and Foreign Corporations. He has had legal articles published in - Orange County Lawyer International Tax Planning Journal Kevin has taught the CLU and ChFC designation courses for the American College, Bryn Mawr, PA. Ceasar T. Garvida, CFP, CIMA, Planning Analyst Ceasar is an Assistant Vice President and Planning Analyst for the Morgan Stanley Smith Barney Los Angeles Divisional Planning Center. In his role as Planning Analyst, Ceasar provides for the full and timely completion of comprehensive Personal Wealth Analysis reports, covering areas such as cash flow modeling, asset allocation, asset protection, Monte Carlo analysis, philanthropic planning and wealth transfer strategies. Ceasar also works closely with Financial Advisors in helping them form a team of specialists which may include areas of expertise including, trust formation and administration, insurance, money management, alternative investments, hedging and monetization, and credit and lending. In addition, he assists Financial Advisors with key elements of the wealth planning process by answering inquiries related to discipline of wealth management and planning services offered at Morgan Stanley Smith Barney. He is also responsible for preparing monthly tracking reports at the request of the senior management. Ceasar also helps facilitate the presentation of Personal Wealth Analysis reports to clients. Ceasar brings over 10 years of experience working with high net worth clients, is a Certified Financial Planner CFP, Certified Investment Manager Analyst CIMA, obtained his Personal Financial Planner (PFP) designation from UCLA, also Series 7 and Series 66 licensed. Helen H. Zhao, CPA, CFP, Wealth Analyst Helen provides education to clients on a full range of income tax issues such as alternative minimum tax, taxation of various investments products and strategies, tax optimized diversification and liquidity strategies, charitable giving, etc. She is involved in business succession planning with a focus in tax efficient exit strategies for business owners. She also conducts equity compensation analysis for corporate executives that include analyzing the value, risk and reward of stock options, recommending exercising and sale strategies, and computing the tax and cash flow implications. Prior to joining MSSB and its predecessor firms in January 2007, Helen worked at public accounting for eight years with firms such as Deloitte Tax LLP, Ernst & Young LLP and local CPA firms, concentrating in serving high net worth individual clients on income, gift and estate tax issues. She also had extensive dealings with income taxation of business entities such as Partnerships, LLCs, S and C Corporations. Helen, a member of AICPA, has been licensed in California as a Certified Public Accountant since She is a Certified Financial Planner, and Series 7 and 66 licensed as well. Helen holds an MBA from Pepperdine University in Malibu, CA, and a BS in Economics from Shanghai Institute of Foreign Trade in Shanghai, China. Born and raised up in Southern China, Helen is fluent in Mandarin Chinese. 6
7 Biographies (continued) Gil Lipaz, Senior Regional Specialist, TIME Financial Gil Lipaz serves as the lead Regional Specialist for the Insurance Group serving the Los Angeles region of Morgan Stanley Smith Barney. Gil specializes in the area of estate preservation and wealth transfer planning with an expertise in working with ultra-high net worth clients. He has focused in the area of multigenerational wealth transfer planning for over 12 years having consulted to the clients of legacy Smith Barney for the past three years and prior to that to the clients of legacy Morgan Stanley, UBS, RBCDain Rauscher, and Crowell, Weedon. Gil is a frequent lecturer to Financial Advisors and CPA s and teaches their continuing education courses. Gil is involved in every phase of the client process; he meets the clients with their Financial Advisor to get a full understanding of the clients goals and objectives; works with the clients advisors to understand their existing estate plan and to develop additional strategies; presents strategies to the clients and takes responsibility for implementation of solutions including coordinating with attorneys and CPA s as needed to complete the planning process. Solutions for the high net worth client may include the implementation of a variety of sophisticated trust structures, qualified plan designs, as well as insurance products. The process is only successful for the client if it is implemented so a major component of the services Gil provides is coordinating the implementation of proposed solutions so that the Financial Advisor is able to provide their high net worth client with a truly effective planning experience. Gil, a graduate of UCLA, holds the Series 7 and 63 securities licenses, the California Insurance License for Life, Health and Variable Insurance, and is a RIA. Seri Bryant, Insurance Planning Specialist, TIME Financial Seri Bryant specializes in providing comprehensive guidance in the areas of wealth transfer planning, business planning, and tax efficient retirement solutions for affluent clients of advisory firms. He has been extremely effective in guiding families through complex planning decisions and implementing custom tailored solutions based on each client s goals and desires. Drawing on his extensive experience and training, Seri takes a consultative and conversational approach to fully understand each client s goals and objectives while also providing a thorough review of any existing planning to identify gaps and inefficiencies. Seri works collaboratively with clients and their other professional advisors to insure that each planning device presented will be effective as well as manageable once initiated. Seri was a club level producer at his previous firm and is highly regarded by his peers at TIME. He is a frequent speaker in the financial services community and is qualified to offer continuing education to CPA s, attorneys and advisors. Prior to joining the financial services industry Mr. Bryant worked in film and television post production. Seri Bryant attended Salisbury University and is currently preparing to take the CFP exam. 7
8 Biographies (continued) Ness Okonkwo, Vice President, Private Banking Ness Okonkwo is a Vice President in Morgan Stanley Commercial Financial Services where she recommends and provides private banking products to MSSB clients. Her previous professional experiences include positions in private banking, investment banking, commercial mortgagebacked securities and leveraged finance. Ness has a B.A. in International Economics from UCLA and an M.B.A from Harvard Business School. Ryan Ward, Regional Director, Consulting Group Ryan Ward is an Associate Regional Director with the Consulting Group at Morgan Stanley Smith Barney. The Consulting Group was founded in 1973 and is the nation s leading provider of investment consulting and wealth management services. As an Associate Regional Director, Ryan works directly with Financial Advisors and their clients in helping to develop and implement the CG 4-Step process. This process consists of setting client objectives, developing an appropriate asset allocation mix, conducting manager search and selection, and providing on-going portfolio review. Ryan is a graduate of the University of San Diego with a BBA Degree, emphasis in Marketing. Ryan began his career with Citi Smith Barney working in their Home Office in New York City. He has seven years of experience in the Financial Services industry. Ryan is series 7, 63, and 65 Licensed and is currently pursuing the California Life Accident and Health Insurance License. Jeff Bonafe, Associate Regional Director, Consulting Group Graduated Rutgers University with a degree in Finance. Worked as a Senior Regional Analyst for Consulting Group in Northern California for 2 years, served as Western Divisional Analyst for 1 year managing the analyst team and have recently been promoted to Associate Regional Director role covering the Los Angeles Metro region. 8
9 Disclaimers 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. 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, shortselling, 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. Actual results may vary and past performance is no guarantee of future results. All commercial loans and lines are made by Citibank, N.A., equal opportunity lender. All credit products are subject to satisfaction of Citibank s underwriting guidelines and credit approval. Banking and credit products and services are provided by Citibank, N.A. (Member FDIC) and/or its banking or lending affiliates. Minimum balances and/or fees may apply to certain products see your banker for details. 9
10 Disclaimers Borrowing against securities may not be suitable for everyone. If the value of the securities should decline below a minimum level, you may be subject to a collateral call without specific advance notice, requiring you to deposit additional cash or securities. If you cannot do so, all or a portion of your collateral could be liquidated, and a potentially taxable event could result. You are not entitled to choose which securities are sold or any extension of time to meet a collateral call. A concentrated portfolio holding a single or a few securities may be subject to greater risk of a collateral call than a diversified portfolio; a diversified portfolio will tend to be less subject to a sharp decline resulting from the negative performance of a single security. Availability, qualifications, and other restrictions may vary by state. Ask your Financial Advisor for details. For clients whose account is carried by Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney offers insurance products in conjunction with Morgan Stanley Insurance Services Inc. For clients whose account is carried by Citigroup Global Markets Inc., Morgan Stanley Smith Barney offers insurance products in conjunction with SBHU Life Agency, Inc. Since life insurance and long-term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force. Your actual premiums may vary from any initial quotation you receive. A change to your current policy may incur charges, fees and costs. A new policy may require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy. You should consult with your own tax advisors regarding your potential tax liability on surrenders. 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. 10
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 informationMorgan 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 informationThe 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 informationThe 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 informationThe 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 informationour 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 informationThe 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 informationThe 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 informationMarilyn 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 informationThe 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 informationThe 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 informationThe 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 informationKBB 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe Rapkin Hersch Group at Morgan Stanley
The Rapkin Hersch Group at Morgan Stanley Success on your terms 601 Union Street, Suite 2900 Seattle, Washington 98101 Phone: 206.464.4545 2014 Morgan Stanley Smith Barney LLC Member SIPC Seth Rapkin,
More information2 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 informationThe 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 information1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley Smith Barney
1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Smith Barney Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to
More informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationHuffman - 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe Seiler Group at Morgan Stanley Smith Barney. Wealth management for current and aspiring professional athletes.
The Seiler Group at Morgan Stanley Smith Barney Wealth management for current and aspiring professional athletes. 12 Terry Drive Newtown, Pennsylvania 18940 800-688-1966 / Toll-Free 215-497-7070 / Main
More informationThe 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 informationThe 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 informationThe 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 informationthepeaceriverteam
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 informationPine Harbor Group at Morgan Stanley. Seeing the forest and the trees
Pine Harbor Group at Morgan Stanley Seeing the forest and the trees 40701 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 248-723-1800 / MAIN 800-334-8866 / TOLL-FREE 248-723-1850 / FAX www.morganstanleyfa.com/pineharbor/
More informationWealth 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 informationThe 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 informationThe Duddingston Sylvester Group at Morgan Stanley Smith Barney
The Duddingston Sylvester Group at Morgan Stanley Smith Barney 225 South Sixth Street Suite 5100, Minneapolis, Minnesota 55402 866-984-1044 / Toll-Free 612-340-6729 / Main morganstanley.com/fa/ duddingstonsylvestergroup
More informationChris 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 informationGwen 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 informationThe 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 informationThe Seiler Group at Morgan Stanley Smith Barney. Helping physicians and medical professionals manage their wealth
The Seiler Group at Morgan Stanley Smith Barney Helping physicians and medical professionals manage their wealth 12 Terry Drive Newtown, Pennsylvania 18940 800-688-1966 / Toll-Free 215-497-7070 / Main
More informationThe 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 informationThe Griffo/ Guernsey Group at Morgan Stanley Smith Barney
The Griffo/ Guernsey Group at Morgan Stanley Smith Barney 1 Research Magazine, 2006 and 2007 Each advisor on this year s State-By-State Winner s Circle rankings was filtered down from a list of over 7000
More informationThe 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 informationRobert 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 informationat Morgan Stanley Smith Barney
The Salvagno GROUP at Morgan Stanley Smith Barney MECH JOB INFORMATION 6292377/60133282 PROJ. NO.: JOB NAME: MSSB Salvagno Group Print Materials TRIM SIZE: FINISHED SIZE: BLEED: BINDERY: CREATIVE SERVICES
More informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationTHE 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 informationThe 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 informationThe 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 informationOur 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 informationThe 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 informationThe 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 informationKindred/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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe Century Group at Morgan Stanley
The Century Group at Morgan Stanley 9665 Wilshire Blvd Suite 600 Beverly Hills, CA 90212 310-551-9466 / MAIN 800-458-9838 / TOLL-FREE 310-551-9401 / FAX The Century Group at Morgan Stanley What do you
More informationThe 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 informationThe 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 informationKeith 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 informationThe 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 informationThe Fernandez, Hipple and Feranec Group at Morgan Stanley
The Fernandez, Hipple and Feranec Group at Morgan Stanley 2330 West Joppa Road Suite 255, Lutherville, MD 21093 410-494-1859 / MAIN 443-281-5545 / FAX www.morganstanleyfa.com/ fernandezhippleferanecgroup
More informationThe 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 informationthepeaceriverteam
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 informationThe 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 informationThe Retirement Management Group at Morgan Stanley Smith Barney
The Retirement Management Group at Morgan Stanley Smith Barney The Retirement Management Group Welcome THE RETIREMENT MANAGEMENT GROUP AT MORGAN STANLEY SMITH BARNEY Meets the Needs of Investors Mark
More informationThe Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork.
The Chimerakis Group at Morgan Stanley Simplicity. Strength. Teamwork. 3801 PGA Boulevard Suite 700, Palm Beach Gardens, FL 33401 877.780.2539 / toll-free 561.627.2858 / fax Lee J. Chimerakis Sports &
More informationThe 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 informationThe 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 informationThe 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 informationThe Fisher Group at Morgan Stanley. Our Family Helping Yours
The Fisher Group at Morgan Stanley Our Family Helping Yours Left to right: Andrea D. Scott, John F. Fisher, John Curtis Fisher, Leslie V. Castrejon 5 Concourse Parkway Suite 2000, Atlanta, GA 30328 770-698-2125
More informationThe 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 informationThe 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 informationThe 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 informationThe Spectrum Group at Morgan Stanley
The Spectrum Group at Morgan Stanley 20807 Biscayne Boulevard Sixth Floor, Aventura, FL 33180 305-937-7100 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX www.morganstanleyfa.com/thespectrumgroup The
More informationThe 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 informationThe Murray Hill Group at Morgan Stanley Your Strategic Financial Advisory Team
The Murray Hill Group at Morgan Stanley Your Strategic Financial Advisory Team Ann. G. Neumann CFP, Financial Advisor, brings over 35 years of diversified financial experience to her clients. She entered
More informationJames 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 informationThe 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 informationOur 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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 informationThe 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