The Margolin/ Worth Group at Morgan Stanley Smith Barney

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1 The Margolin/ Worth Group at Morgan Stanley Smith Barney

2 140 East Ridgewood Avenue 3rd Floor, North Tower, Paramus, New Jersey / Main / Toll-Free / fax fa.smithbarney.com/ themargolinworthgroup

3 By combining our experience and skills, we deliver tailored investment strategies designed to help you manage and preserve your wealth. We believe that a sound investment strategy is built on a foundation of proper asset allocation. Key to making appropriate asset allocation decisions is the understanding of client goals, expectation of returns and tolerance for risk. Using a combination of model portfolios derived from the asset allocation process, we seek to increase return while attempting to manage risk in client portfolios. Diversification does not guarantee a profit or protect against loss. The Margolin/Worth Group 3

4 Meet the Professionals Left to right: Ryan Margolin, Kenneth L. Margolin, Lee Ann Worth 4 Morgan Stanley Smith Barney

5 Kenneth L. Margolin Senior Vice President Financial Advisor Kenny is the senior member of The Margolin/Worth Group at Morgan Stanley Smith Barney, with over 43 years of experience in financial guidance. In addition to his professional licenses, Kenny holds his Bachelor of Science degree in accounting from Fairleigh Dickinson University. Committed to keeping the spirit of his son alive and remaining active in his community, Kenny is a trustee of The Scott Margolin Scholarship Foundation. Kenny was elected to Research Magazine s year 2000 Stockbroker Hall of Fame. The criteria for nomination is as follows: Candidates must have amassed a minimum of 20 years brokerage experience. They must demonstrate superior production & client service. They must be recognized by their peers and the broader community for the honor they bring to their profession. After assembling a wealth of information and testimonials from nominees colleagues and clients a distinguished panel of judges mark their choices. Research Magazine then tallies the judges ballots and its editor cast the deciding vote in the event of a tie. He has served on the Board of Advisors of The Minority Athletes Networking Organization (MAN-ETC.), founded in 1989 by retired New York Giants football stars and also was a member of the Board of Governors of Palisades General Hospital in North Bergen, New Jersey. In addition, Kenny has been granted registration by the National Football League Players Association pursuant to the NFLPA Regulations and Code of Conduct Governing Registered Player Financial Advisors as a NFLPA Registered Player Financial Advisor. He was also Chairman/CEO of T3 Entertainment Group LLC, a company connecting talent/product to opportunities within the sports, publishing and entertainment arenas. Kenny lives in Bergen County, New Jersey, with his wife, Maureen, where they raised their two sons, Scott and Ryan. Kenny enjoys jet-skiing, boating, the Jersey shore, and is a longtime passionate New Jersey Nets basketball fan The Margolin/Worth Group 5

6 Lee Ann Worth First Vice President Financial Advisor Lee Ann began her financial career in She then joined The Margolin/ Worth Group in In addition to attending Thomas Edison State College Lee Ann holds her Series 7 and 63 as well as her Life Insurance license. A resident of Mahwah, New Jersey Lee Ann enjoys spending time with her family, playing tennis and skiing Ryan Margolin Financial Advisor Ryan is the newest member of The Margolin/Worth Group at Morgan Stanley Smith Barney. He graduated from Ithaca College with a Bachelor of Arts Degree in Sociology in Ryan plans to use his excellent interpersonal skills to develop long lasting, mutually respectful relationships with his clients while helping them formulate plans to manage their wealth. Ryan holds his Series 7 and 66 Licenses, as well as his Health and Life Insurance Licenses. Outside of the office, Ryan enjoys the outdoors, music, snowboarding and golf. He currently lives in Northern New Jersey with his wife Jenna Morgan Stanley Smith Barney

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8 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. 8 Morgan Stanley Smith Barney

9 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.

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11 For Life s Most Important Goals With an experienced professional and the right resources, reaching your most important goals can be less challenging and more rewarding. We are ready to help you meet your goals, by combining our insight into your needs with the resources of Morgan Stanley Smith Barney. Setting a confident course Thorough, thoughtful planning planning that analyzes where you are as well as where you want to go is the most important step in establishing a path to your goals. We will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own. Shaping your retirement Together, we can work to make decisions that could help you move toward the retirement you expect. Whether you are building retirement wealth or making the transition to generating income from your assets, we can help you develop and implement a strategy based on your vision of retirement. Strengthening your business The links between business ownership and personal wealth are many and complex. Whether your objective is to grow your business, realize its value through a succession strategy or sale, or maintain family ownership by the next generation, we can examine your alternatives in light of both business and personal objectives. And, should circumstance require it, we can use the access to banking services of Morgan Stanley Smith Barney. The Margolin/Worth Group 11

12 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. 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. 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 broker-dealer, not a bank. Where appropriate, Morgan Stanley Smith Barney has entered into arrangements with banks and other third parties to assist in offering certain banking-related 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. 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 LLC. Member SIPC /11

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