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

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

2 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL / MAIN / TOLL-FREE / FAX

3 The Compass Group at Morgan Stanley Smith Barney 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 COMPASS GROUP 3

4 Meet the Professionals David Caruso, Jason Zapalski, and Stephen Macko 4 MORGAN STANLEY SMITH BARNEY

5 David A. Caruso First Vice President Financial Advisor David Caruso is a First Vice President and has been in the financial services industry with Morgan Stanley Smith Barney for sixteen years. David specializes in creating customized income based portfolios and he oversees the Compass Group s portfolio management and economic analysis. David worked in the field of corporate finance and logistics for nineteen years. As an active member of the Marco Island Chamber of Commerce, David is a graduate of the Marco Island Leadership Program. David is Vice President of the Marco Island Center for the Arts, and is currently serving on the Marco Island Planning Board. David has served as a Director of the Marco Island Yacht Club and a Director of the Marco Island Police Foundation. David graduated from Rider University with a Bachelors of Science in Commerce. Jason M. Zapalski, CFP Vice President Financial Advisor Jason Zapalski, Vice President is a CERTIFIED FINANCIAL PLAN- NER and has been with Morgan Stanley Smith Barney for eight years. Jason specializes in creating customized financial plans for the Compass Group s clients. He oversees client investment allocations and retirement planning. In addition, Jason works with clients to develop strategies in alternative investments, educational funding, and protection planning. Jason graduated Cum Laude from the University of Miami and received a Bachelor of Science degree in Finance. He was a member of Phi Kappa Phi, Beta Gamma Sigma and the Golden Key national honor societies. Stephen D. Macko, CFP Vice President Financial Advisor Stephen Macko is a Vice President and CERTIFIED FINANCIAL PLAN- NER and has sixteen years of experience in the financial industry. He has been a Financial Advisor with Morgan Stanley Smith Barney since 2007 and previously was a financial advisor with A.G. Edwards & Sons. Steve specializes in providing customized investment portfolios and oversees the Compass Group s equity selection and portfolio review process. He works with clients to develop tailored financial plans, estate planning strategies and gifting solutions. Steve received his Bachelor of Science degree in Finance from West Virginia University. THE COMPASS GROUP 5

6 Morgan Stanley Smith Barney 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 Smith Barney 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. 6 MORGAN STANLEY SMITH BARNEY /2012

7

8 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. 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 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 has entered into arrangements with banks and other third parties to assist in offering certain bankingrelated products and services. Unless otherwise specifically disclosed to you in writing, investments and services offered through Morgan Stanley Smith Barney, member SIPC, 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 (Morgan Stanley Smith Barney) is a registered brokerdealer, not a bank. Where appropriate, 2012 Morgan Stanley Smith Barney LLC. Member SIPC /2012

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