The Sanborn Group at Morgan Stanley
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- Kristian Dawson
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1 The Sanborn Group at Morgan Stanley
2 5051 Westheimer Rd. Suite 2100 Houston, TX / MAIN / TOLL-FREE / FAX richard.h.sanborn@ms.com
3 We believe that 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 SANBORN GROUP 3
4 Meet the Professionals 4 MORGAN STANLEY
5 J. Richard Sanborn Senior Vice President Financial Advisor J. Richard Sanborn, Financial Advisor at Morgan Stanley has over 22 years of experience working with high net worth individuals of US and foreign origin to identify, establish, and implement investment plans and strategies aimed at achieving their financial goals. He has developed special knowledge of the intricacies in managing investment portfolios for foreign individuals wishing to invest in the US and global markets. Prior to joining Morgan Stanley, Richard held both Financial Advisor and Branch Managerial responsibilities at UBS Financial Services and Citigroup where he was responsible for over $3.5 billion in client assets. Prior to that, Richard held various positions of responsibility in the corporate banking department of Citibank Mexico and Caracas, Venezuela with a focus on providing local and foreign currency lending services for various purposes to large corporate international customers. While at Citibank, he managed the creation, enforcement, and monitoring of credit policies and procedures for the country as well as directed and guided a group of financial analysts who provided support to the account executives. J. Richard was born and raised in Mexico City but has lived in Houston, Texas for the last 19 years. He holds a Masters in International Management from Thunderbird School of Global Management in Phoenix, Arizona and a Bachelor of Science degree in Business Administration from Trinity University in San Antonio, Texas. He enjoys scuba diving, water sports, music and playing the guitar. THE SANBORN GROUP 5
6 Richard Sanborn Financial Planning Associate Financial Advisor Richard H. Sanborn joined Morgan Stanley in May of 2010 as a Financial Advisor in the Houston Post Oak office. Prior to joining Morgan Stanley, Richard obtained his M.S. in Global Management from the Thunderbird School of Global Management specializing in finance and accounting where he graduated with honors. Richard attended Vanderbilt University and then transferred to SMU where he graduated with a B.A. in Economics and a B.A. in Spanish. After college, Richard worked at Axa Advisors as a Financial Consultant where he gained experience working with individuals to help them implement customized financial plans. Richard is passionate about advising investors, and his focus is on the asset and liability management of domestic and foreign individuals and corporations. Richard is an Eagle Scout, he is fluent in Spanish, and he enjoys playing tennis, golf, traveling, and snow skiing. 6 MORGAN STANLEY
7 Christina Sanborn Client Service Associate As a Registered Client Service Associate and a member of The Sanborn Group at Morgan Stanley, P. Christine Sanborn is responsible for efficiently managing the administrative and operational aspects of clients accounts. Prior to joining The Sanborn Group, Christine worked at Highland Capital Management LLP as a Settlement Associate where she worked with several financial institutions, giving her exposure to different aspects of the financial industry. She holds a B.A. in Financial Consulting and a B.S. in Spanish from Southern Methodist University. Christina is fluent in Spanish and she enjoys running, traveling and cooking.
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 lending and cash management needs and plans for growth. 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
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. 9
10 Start the Conversation We are dedicated to providing you with the strategies and resources that can help you achieve your retirement goals in today s changing financial environment. The Retirement Standard is meant to help connect all the pieces of your financial life with a comprehensive plan of action designed to help put you on a path to the retirement you envision. 10 MORGAN STANLEY
11
12 This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2017 CRC
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