The MCM Group at Morgan Stanley Smith Barney. Private Wealth Management
|
|
- Clinton Hensley
- 5 years ago
- Views:
Transcription
1 The MCM Group at Morgan Stanley Smith Barney Private Wealth Management
2 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ / MAIN / FAX fa.smithbarney.com/themcmgroupsb themcmgroup@mssb.com
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 MCM GROUP 3
4 Meet the Professionals Working with many types of individuals and families has given our team the experience, perspective and skill to help you build a solid financial future. You will work with professionals who can translate your goals into a practical and comprehensive wealth plan a unique approach to your financial future customized to you and your needs. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy. 4 MORGAN STANLEY SMITH BARNEY
5 Pamela and two sons. In addition to his professional designations, Tony holds the Series 6, 7, 31, 63, and 65 licenses, as well as being life and health/ long term care insurance licensed. Anthony Marino Family Wealth Director Senior Vice President Financial Planning Specialist Tony is a Senior Vice President, Family Wealth Director, and Financial Planning Specialist with Morgan Stanley Smith Barney. Tony has over 25 years experience providing sophisticated strategies for clients diverse wealth management needs. As a Family Wealth Director, he specializes in fixed income trading, lending, hedging and monetization strategies, and equity syndicate. Tony attended City University of New York for Business Management and completed his finance courses at Securities Training Corp., in NYC. Tony is a member of the Staten Island Tuna Club and he enjoys fishing, football, racquet ball, and spending time with family and friends. He resides in Staten Island, NY with his wife THE MCM GROUP 5
6 Matthew S. Coe Family Wealth Director Senior Vice President Financial Planning Specialist Matt brings over 25 years of financial services experience to the MCM Group at Morgan Stanley Smith Barney, where he is responsible for establishing and overseeing the group's efforts in areas involving asset management and discretionary portfolio management. Matt has worked at Morgan Stanley Smith Barney since 1995 and is a senior partner of the sixmember Group. For the second consecutive year, Matt has been recognized by NJ Monthly Magazine as a Top New Jersey Wealth Manager. Prior to joining Morgan Stanley Smith Barney, Matt spent 10 years with First Union Capital Markets in a similar capacity covering middle market institutions and high-net-worth clients. Having achieved the Family Wealth Director designation, Matt and his team are positioned to provide unparalleled access to experiences, resources, products and services to their high-net-worth clients. Matt has a B.A. in Political Science/Government from St. Lawrence University. He completed the Management Training Program at First Fidelity Bank in Matt lives in Chatham, New Jersey with his wife, Maureen, and three children. Matt's favorite pastime activities include skiing, tennis, and traveling. 6 MORGAN STANLEY SMITH BARNEY
7 he received his Certificate in Financial Planning. He serves on the board of the Arts Council of the Morris Area. Paul lives in Harding Township, NJ with his wife Gail and their two sons. Paul S. Mandel, CFP Financial Planning Specialist Senior Vice President Financial Advisor Paul Mandel, Senior Vice President of Wealth Management at Morgan Stanley Smith Barney has spent his entire career in the wealth management industry and has built his practice through his broad knowledge base in investments, insurance, estate planning and charitable giving. He is a Certified Financial Planner, a Financial Planning Specialist as well as a Masters Club member of Morgan Stanley Smith Barney. Paul is passionate about conducting a professional and effective discovery process and consistently helping to solve his client s financial issues. Paul attended Rutgers University in New Brunswick, NJ, where he received his BA in Economics, and Fairleigh Dickinson University where THE MCM GROUP 7
8 Todd E. Waters, CFP, CRPC Financial Planning Specialist Financial Advisor Todd is a CERTIFIED FINAN- CIAL PLANNER (CFP ), Chartered Retirement Planning CounselorSM (CRPC), and a partner of the MCM Group at Morgan Stanley Smith Barney. Todd has 9 years of industry experience (8 years with the MCM Group) and focuses on financial planning strategies and analysis. As a CFP certificant, Todd helps clients navigate financial and life transitions. He works collaboratively with clients to create customized, comprehensive financial plans designed to address financial blind spots. Additionally, Todd is the Group's life insurance, long term care, and annuity specialist. With that specialty, Todd provides clients with reviews of existing policies in addition to offering income replacement and wealth transfer solutions. Todd attended Rutgers University in New Brunswick, NJ, where he acquired his Bachelor s degree in Communication, with a minor concentration in Economics. Todd is a founding Board Member of the Apothecary Theatre Company in NYC, and currently resides in Morristown, NJ with his wife Laura. Together they enjoy traveling, exercising and participating in outdoor activities, including golf, tennis and skiing/ snowboarding. 8 MORGAN STANLEY SMITH BARNEY
9 Engineering. Deena is the Newark/Irvington chairperson of the University of Pennsylvania s Secondary School Committee and currently resides in Newark, NJ with her family. In her spare time she enjoys reading and spending time with family and friends. Deena T. Marchan Registered Marketing Associate Assistant Vice President Deena is the marketing associate on the MCM Group at Morgan Stanley Smith Barney. She has been with the firm for over 8 years and with the team for 5. She began her career as a sales assistant and obtained her Series 7, 66, and life and health insurance licenses. As the team s marketing associate Deena plays an integral role in the fact-finding/ discovery phase of financial planning, provides timely market information to clients, creates portfolio review reports, and updates our team website. Deena attended the University of Pennsylvania in Philadelphia, PA where she acquired her Bachelor s degree in Fine Arts with a graphic design concentration, along with a minor in Computer Science THE MCM GROUP 9
10 Catherine R. Ostenfeld Senior Registered Associate With over 20 years in the financial industry and a meticulous attention to detail, Cathy is well equipped to provide the high level of service that the clients of The MCM Group have come to expect and deserve. Though most of her career has been spent working directly with high net worth clients and their advisors, she also spent several years in branch operations, which has given her a unique insight into the inner workings of the branch office. This broad based knowledge of the retail brokerage industry is an asset to both the team and its clients. Cathy is Series 7 and Series 66 licensed. Over her career, Cathy has been the recipient of several recognition awards for providing a high level of service to both the advisors that she works with and their clients. Most recently, she was chosen to receive the Service Excellence Award for the first quarter of This award was designed to recognize Morgan Stanley Smith Barney employees who have exceeded their clients' expectations, demonstrated an outstanding repeatable service achievement and whose actions exhibit excellent service. Throughout her career Cathy has consistently performed her duties in this manner. She possesses a strong work ethic and is dedicated to providing world class service. In her spare time, Cathy enjoys spending time with her family, working on home improvement projects, outdoor activities and reading. She is also an active member of the Central New Jersey chapter of American Mensa and Mensa International. 10 MORGAN STANLEY SMITH BARNEY
11 Lauren Bushoven Client Service Associate Lauren is a client service associate with The MCM Group at Morgan Stanley Smith Barney. She has been in the financial services industry for two years and recently joined the firm. As a client service associate, Lauren is responsible for handling client requests, processing transactions, and assisting the financial advisors in the group with daily tasks. She currently holds her Series 7 and Series 24 licenses. Lauren graduated with a B.A. from Ramapo College of New Jersey. She currently resides in Wayne, New Jersey with her husband. When she s not at work, Lauren enjoys reading, playing the piano, and running.
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 SMITH BARNEY
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 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. 14 MORGAN STANLEY SMITH BARNEY
15
16 Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney's licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor Morgan Stanley Smith Barney LLC. Member SIPC /2012 CRC
The 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 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 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 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 Kopser Goodman Group at Morgan Stanley. managing wealth, creating opportunities
The Kopser Goodman Group at Morgan Stanley managing wealth, creating opportunities 4030 SMITH RD STE 200 CINCINNATI, OH 45209 513-562-8391 / MAIN 800-543-1825 / TOLL-FREE 513-579-0050 / FAX http://www.morganstanleyfa.com/
More informationThe Radcliff Schatzman Group at Morgan Stanley. Comprehensive Wealth Management
The Radcliff Schatzman Group at Morgan Stanley Comprehensive Wealth Management 11 N Water Street Suite 16290, Mobile, AL 36602 251-470-1097 / MAIN 800-624-7814 / TOLL-FREE 678-229-9738 / FAX www.morganstanleyfa.com/theradcliffgroup
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 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 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 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 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 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 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 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 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 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 informationO'Neill Blausey Hartsock Group at Morgan Stanley
O'Neill Blausey Hartsock Group at Morgan Stanley 35055 W 12 Mile Road Suite 101, Farmington Hills, MI 48331 248-848-8780 / MAIN 855-209-8113 / TOLL-FREE 248-848-8716 / FAX www.morganstanleyfa.com/obhgroup
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 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 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 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 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 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 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 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 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 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 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 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 Pruitt Fisher Group at Morgan Stanley. Helping clients live by design and not by chance
The Pruitt Fisher Group at Morgan Stanley Helping clients live by design and not by chance 4259 West Swamp Rd Suite 400, Doylestown, PA 18902 215-230-6908 / MAIN 888-789-1055 / TOLL-FREE 215-230-6910 /
More informationThe Pierson Russi Group at Morgan Stanley. Portfolio Management Group
The Pierson Russi Group at Morgan Stanley Portfolio Management Group 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE www.morganstanleyfa.com/piersonrussigroup
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 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 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 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 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 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 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 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 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 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 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 informationPhilip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor
Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor 19495 BISCAYNE BLVD. PENTHOUSE AVENTURA, FL 33180 305-466-4807 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX Philip.Morrissey@morganstanleysmithbarney.com
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 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 informationMichael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.
Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.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 Heritage Group at Morgan Stanley
The Heritage Group at Morgan Stanley 225 East Lemon St Suite 100, Lakeland, FL 33801 863-687-6211 / MAIN 800-654-0081 / TOLL-FREE 863-683-7541 / FAX http://www.morganstanleyfa.com/ heritage/ Wade.L.Harvey@morganstanley.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 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 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 Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions.
The Lake Union Group at Morgan Stanley Tailored financial strategies for future generations and passions. 601 UNION STREET SUITE 2900 SEATTLE, WA 98101 206-336-1626 / MAIN 800-733-4873 / TOLL-FREE 206-464-5928
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 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 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 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 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 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 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 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 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 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 Ricca-Weinerman Group at Morgan Stanley. Providing Wealth Management Solutions
The Ricca-Weinerman Group at Morgan Stanley Providing Wealth Management Solutions 300 Campus Drive 4th Floor, Florham Park, NJ 07932 973-236-3500 / MAIN 800-526-9075 / TOLL-FREE 973-943-4383 / FAX http://www.morganstanleyfa.com/ricca_weinerman/
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 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 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 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 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 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 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 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 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 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 Culov Group at Morgan Stanley. Defining a path to your financial well-being.
The Culov Group at Morgan Stanley Defining a path to your financial well-being. 50 FOUNTAIN PLAZA SUITE 800 BUFFALO, NY 14202 716-849-4800 / MAIN 800-648-0018 / TOLL-FREE 716-849-2310 / FAX The Culov Group
More informationThe Abbott Group at Morgan Stanley We Provide Solutions
The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive
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 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 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 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 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 Glazer Group at Morgan Stanley Smith Barney. Wealth Management is not a commodity and neither are you.
The Glazer Group at Morgan Stanley Smith Barney Wealth Management is not a commodity and neither are you. Optional Quality Wealth Callout Management Text At. Lenibh emerges ea facilit from nullam, the
More informationThe Livesay Balzano Group at Morgan Stanley
at Morgan Stanley Welcome Morgan Stanley serves many of the world s most sophisticated investors, and our firm is one of the nation s leading firms to help clients with their personal wealth. As your Financial
More informationThe Veritas Group at Morgan Stanley. Truth to Earn Your Trust
The Veritas Group at Morgan Stanley Truth to Earn Your Trust 7124 W. Central Avenue Toledo, OH 43617 419-842-5300 / MAIN 800-458-1066 / TOLL-FREE 419-842-5370 / FAX www.morganstanleyfa.com/veritasgroup
More informationThe Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan
The Bush Natishan Group at Morgan Stanley Ellen Q. Bush & Karen B. Natishan 111 North Washington Ave. Suite 201, Scranton, PA 18503 570-819-8010 / MAIN 570-822-2303 / FAX http://fa.morganstanley.com/thebushnatishangroup
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 informationThe Coren/Edelman/Ogur Group at Morgan Stanley Smith Barney
The Coren/Edelman/Ogur Group at Morgan Stanley Smith Barney 31 West 52nd Street 23rd Floor, New York, New York 10019 212-230-3680 / Main 800-654-1557 / Toll-Free 212-307-3863 / fax seth.coren@mssb.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 Royal Palm Group at Morgan Stanley. Your goals, Our mission
The Royal Palm Group at Morgan Stanley Your goals, Our mission 7811 University Pointe Drive Fort Myers, FL 33907 239-432-1300 / MAIN 800-326-8389 / TOLL-FREE 239-449-6389 / FAX The Royal Palm Group at
More informationThe Ricca-Weinerman Group at Morgan Stanley. Providing Comprehensive Wealth Management
The Ricca-Weinerman Group at Morgan Stanley Providing Comprehensive Wealth Management 400 Campus Drive Florham Park, NJ 07932 973-236-3500 / MAIN 800-526-9075 / TOLL-FREE 973-236-3601 / FAX http://fa.morganstanley.com/ricca_weinerman/
More informationAlliance Group at Morgan Stanley
Alliance Group at Morgan Stanley 1200 THIRD AVE HUNTINGTON, WV 25701 304-529-1000 / MAIN 800-624-3490 / TOLL-FREE 304-529-6873 / FAX http://www.morganstanleyfa.com/alliancegroup/index. htm Alliance Group
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 Rockville Bridge Group at Morgan Stanley Smith Barney. It's your future, not just your money
The Rockville Bridge Group at Morgan Stanley Smith Barney It's your future, not just your money Two Priceless Commodities We enjoy serving our clients and believe that two priceless commodities measure
More informationM&T Group at Morgan Stanley Smith Barney
M&T Group at Morgan Stanley Smith Barney We welcome you, not only as client, but also as members of our extended family. We are a group of qualified individuals who have joined together with one common
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 informationChesapeake Group at Morgan Stanley Smith Barney. Corporate equity solutions and personalized wealth management for executives
Chesapeake Group at Morgan Stanley Smith Barney Corporate equity solutions and personalized wealth management for executives Chesapeake Group at Morgan Stanley Smith Barney 1650 Tysons Boulevard 10th Floor,
More informationThe LGB Group at Morgan Stanley Smith Barney. A wealth management team
The LGB Group at Morgan Stanley Smith Barney A wealth management team Don t Let Emotions Guide Your Investment Decisions Be fearful when others are greedy. Be greedy when others are fearful. Warren Buffett,
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 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 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 information