The Triantafel Rumps Group at Morgan Stanley

Transcription

1 2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A

2 Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL William C. Triantafel, CIMA Senior Vice President Wealth Advisor Family Wealth Director (630) NMLS # william.triantafel@morganstanley.com Jeremy Rumps, CFP First Vice President Wealth Advisor (630) BEFORE WE BUILD PORTFOLIOS, WE BUILD RELATIONSHIPS At the Triantafel Rumps Group at Morgan Stanley, we customize unique financial plans and investment portfolios designed to help you prepare for the future you envision. To do this right, we need to know you and your family well your goals, priorities and values. This is where we excel. We work with a select number of affluent clients, so we can take the time to fully understand your financial situation. Because once we know where you and your family have been, the better we can help you get where you want to go. NMLS # jeremy.rumps@morganstanley.com morganstanleyfa.com/triantafelrumpsgroup B MORGA N S TA N LE Y T H E T RI A N TA F EL FAVATA RU M P S GROU P 1

3 MEET THE PROFESSIONALS SENIOR PARTNERS OUR TEAM The Triantafel Rumps Group at Morgan Stanley provides the personal attention of a family-oriented team, coupled with the resources of a leading global wealth management firm. With more than 45 years of combined experience among our two senior partners, we have guided clients through a broad range of market environments. Armed with knowledge and perspective, we are able to help you stay focused on your long-term goals and work toward consistent investment performance. Each member of our team is empowered to help you meet your needs. WILLIAM C. TRIANTAFEL, CIMA Senior Vice President Wealth Advisor Family Wealth Director (630) NMLS # william.triantafel@morganstanley.com JEREMY RUMPS, CFP First Vice President Wealth Advisor (630) NMLS # jeremy.rumps@morganstanley.com Bill provides clients with comprehensive financial advice. He is a Senior Vice President and Wealth Advisor at Morgan Stanley, which he joined in In 2015, Bill earned the firm s Family Wealth Director designation. Fewer than 250 advisors have this prestigious designation, which he attained after meeting stringent quantitative and qualitative requirements set by the firm and successfully completing a specialized professional development program. Bill is a member of the Investment Management Consultants Association (IMCA) and the firm s Master s Club. He holds the IMCA Certified Investment Management Jeremy focuses on portfolio management and financial planning. He is a First Vice President, Wealth Advisor and Certified Financial Planner with Morgan Stanley, which he joined in Jeremy s combination of experience and youth will enable him to serve as the primary financial advisor to his clients and their families for years to come. Jeremy graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in finance. He developed his interest in financial markets by following his father s almost-30-year career as a financial advisor and branch manager for Morgan Stanley Dean Witter, a predecessor firm of Morgan Stanley. Analyst (CIMA ) designation, which he attained through the Wharton School of the University of Pennsylvania. Bill graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in accounting. An avid golfer, he is president of Edgewood Valley Country Club. Bill and his family are members of St. Basil Greek Orthodox Church and Holy Apostles Greek Orthodox Church. He and his wife, Martha, have two children who actively participate in competitive tennis and equestrian eventing. Additionally, Jeremy speaks on the financial services industry and investing and has presented for more than 200 federal government employees at the Social Security offices in Chicago and Springfield, Illinois. Jeremy has taught multiple investment classes at the College of DuPage as part of its continuing education program. He has also spoken for city programs in Illinois, including in Evanston, Des Plaines and Elgin. In his spare time, Jeremy is an active participant in sports leagues and raising his three children with his wife, Jill. 2 MORGAN STANLEY THE TRIANTAFEL FAVATA RUMPS GROUP 3

4 OUR PROCESS When you choose to work with the Triantafel Rumps Group at Morgan Stanley, we begin by gaining a thorough understanding of your financial goals and helping you evaluate your current situation. Using that information, we will align our resources with your objectives to create an investment strategy and overall wealth plan designed to help you reach your goals and simplify your life, without subjecting you to unnecessary risk. We follow a disciplined process to develop comprehensive wealth management plans for our clients: 1 Discovery meeting We ll learn about each other while discussing your short- and long-term goals. As we get to know you and your family better, we can make more precise recommendations designed to help you achieve your unique definition of financial success. 2 Investment plan meeting Next, we will present a customized investment strategy based on your objectives, your current life situation and the prevailing markets, and help you assess a variety of investment ideas. We ll make sure you understand and are comfortable with our recommendations and assist you in developing a strategy that is uniquely your own. 3 Development of the wealth management plan After the investment strategy has been agreed upon, our team will take a broader look at all aspects of your financial life to come up with appropriate solutions to your financial needs and integrate them into a comprehensive and seamless wealth plan. 4 Follow-up We will regularly review your progress toward your goals and discuss any necessary adjustments to your plan when life or market situations change. When you know that your financial life is well in hand, you can spend your time doing the things you want to do. We value your active participation in the planning process, because your questions, concerns and input are crucial to developing and maintaining a wealth plan that s right for you. If a question is important to you, then it is important that we get you the answer. 4 MORGAN STANLEY THE TRIANTAFEL THE TRIANTAFEL FAVATA RUMPS GROUP 5

5 OUR SERVICES Whatever your financial needs, the OUR STANDARD OF CARE Triantafel Rumps Group at Morgan Stanley can provide you with a full range of resources and services backed by a world-class firm, including: Strategies Investment management Asset allocation Charitable gifting Education funding Services Business-owner succession plans Corporate executive stock plans Retirement plans Banking and lending Planning Estate Tax Retirement Insurance Level 1 Investment selection Analyze and recommend most appropriate investment vehicle ETFs, mutual funds, separately managed accounts, individual stocks and bonds, options, CDs, annuities, insurance, structured products, FX and precious metals. Volatility Performance Consistency Expense Level 2 Portfolio construction and protection Historical portfolio analysis Risk evaluation Asset allocation Portfolio protection Level 3 Financial planning Financial goal analysis Identify objectives Analyze Provide solutions Provide bound copies of completed plan for recordkeeping Level 4 Advanced planning Wealth enhancement tax and cash-flow planning Wealth transfer transferring wealth effectively Wealth protection risk mitigation, legal structures, transfer of risk Charitable giving Level 5 Client relationship management Household relationship management Professional network relationship management Customized contact schedule Rapid response policy Behavioral finance 6 MORGAN STANLEY THE TRIANTAFEL THE TRIANTAFEL FAVATA RUMPS GROUP 7

6 AN ADVISORY TEAM FOR THE LONG TERM Many of our client relationships go back decades and across multiple generations giving our clients the comfort that comes from consistency and familiarity. Let us bring this same confidence to you and your financial future. We take very seriously the trust our clients place in us, and we appreciate the opportunity to assist you in meeting your family s financial needs. Please call us today to learn more. The Triantafel Rumps Group at Morgan Stanley 2211 York Road, Suite 100 Oak Brook, IL Toll-free: MORGAN STANLEY THE TRIANTAFEL FAVATA RUMPS GROUP 9

7 WORLD-CLASS RESOURCES FROM MORGAN STANLEY The Triantafel Rumps Group s experience and dedication are backed by the vast global resources of Morgan Stanley, one of the world s largest financial institutions with more than $1.7 trillion in assets under management *. Over the past 75 years, Morgan Stanley has supported its clients with firsthand knowledge of world markets through its presence at the center of the global economy. The firm expanded its institutional-level capabilities to successful individuals and their families three decades ago, since earning the trust of generations of sophisticated clients. The powerful combination of the Triantafel Rumps Group s outstanding personal service and Morgan Stanley s industry-leading money managers and financial resources gives you a premier advisory experience, with the specialized services and solutions needed to meet your complex requirements. *as of August 2017 Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC ( Morgan Stanley ), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. 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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED MAY LOSE VALUE NOT BANK GUARANTEED NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY 2016 Morgan Stanley Smith Barney LLC. Member SIPC. CRC /16 10 MORGAN STANLEY