The Fox Team at Morgan Stanley
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1 The Fox Team at Morgan Stanley
2 595 SO FEDERAL HWY STE 400 BOCA RATON, FL / MAIN / TOLL-FREE / FAX
3 The Fox Team at Morgan Stanley 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 FOX TEAM 3
4 Meet the Professionals The Fox Team 4 MORGAN STANLEY
5 Neil A.Fox, CFP Senior Vice President Financial Advisor As an investment professional for more than 49 years with the same firm, Neil, a Senior Vice President Financial Advisor, implements wealth management strategies for clients by concentrating on portfolio and wealth management. He is a Certified Financial Planner who focuses on fixed income securities to enhance the lifestyle of his many retired clients. Neil is firmly committed to long-term relationships and strives to deliver exceptional client service. Many of his relationships with clients extend to more than 40 years and now include children and grandchildren. He listens carefully to clients goals, values, aspirations and concerns and works to help them in achieving their financial objectives. He has been honored by Barron s as one of the Top 1,000 Financial Advisors in the United States in 2011 to 2013, one of the Top 1,200 Financial Advisors in 2014, 2015 and He has also been named one of the Top 100 Financial Advisors by Registered Rep Magazine in 2009 and one of the Top 400 Financial Advisors by the Financial Times, in Neil is a graduate of Rensselaer Polytechnic Institute with a Bachelor s of Management in Engineering, where he is a lifetime Patroon. He received his MBA from Rutgers University, majoring in finance and economics. He is a Certified Financial Planner and has been for over 38 years. Neil is a Silver Life Master at bridge and is an avid golfer. He is particularly active in a number of charities and is National Treasurer and board member of American Friends of Magen David Adom,(the Israeli Red Cross). He received their highest reward, the AFMDA Humanitarian Award with his wife. Neil has been married to his lovely wife, Ina Rae, for 59 years and strongly believes he could not have found a better wife, mother and grandmother. They are blessed with 3 sons and 6 grandchildren. THE FOX TEAM 5
6 David H. Fox, CFP Financial Planning Specialist Senior Vice President Financial Advisor Brian Lum Financial Planning Specialist Financial Advisor David is a Senior Vice President, Financial Advisor and partner in the Fox Team at Morgan Stanley. He has worked in the financial services industry since 1991, exclusively with Morgan Stanley and its predecessor firms. As a CERTIFIED FINANCIAL PLANNER TM, he utilizes his knowledge to design wealth management strategies for his clients. David specializes in international accounts and oversees many institutional and individual accounts in the Caribbean. For many years, he wrote a weekly column about financial topics in the Trinidad Guardian newspaper. David was named one of the Top U.S. Financial Advisors by Barron s in 2011 and 2012, and one of the Top 1,200 Financial Advisors in 2014, 2015 and He was also recognized as one of the Top 400 Financial Advisors by the Financial Times in 2015, and he has been included in Morgan Stanley s prestigious Master s Club and President s Council. David graduated from Ithaca College with a B.S. in finance. He and his wife, Jaimi, have two children, Courtney and Brian. For years, he has been very active in the St. Andrew s School lacrosse program. Brian has more than 17 years of experience in the financial services industry. He joined the Fox Team in 2010 to work with institutional and high-net-worth clients, and he takes a holistic approach in the selection of investment products to help them reach their financial goals. In addition to financial planning fundamentals such as asset allocation, retirement strategies and daily banking functions, Brian also focuses on strategic lending and insurance coverage. He is a member of the Morgan Stanley Pacesetter s Club, and he was a member of the firm s Blue Chip Council from Brian graduated from Florida State University with a B.S. in finance and marketing. He is actively involved 6 MORGAN STANLEY
7 Lisa M. Mirabella Senior Registered Associate Cherie S. Glaser Financial Planning Associate Assistant Vice President Wealth Management Associate with Boomers Volleyball Academy, where he has coached athletes toward college and Olympic careers. As the parent of a daughter with a hearing disability, Brian especially values his participation as a board member of the Florida Chapter of the Alexander Graham Bell Association for the Deaf and Hard of Hearing. Lisa has more than 22 years of experience in the financial services industry. She originally started with Dean Witter Reynolds in 1994 holding various positions within Operations. Later in her career, she decided to change her role and worked as a Vice President Financial Advisor over 10 years. In 2015 she joined the Fox Team as a Senior Registered Associate, to assist with the daily operations for retail and institutional clients. Lisa is actively involved in the equestrian community in Wellington, Florida where she resides with her three children. Cherie has been a member of the Fox Team for more than 21 years. She originally joined the group as a Financial Advisor in 1994, and later she decided to take on a management position in order to assist with daily operations for institutional and retail clients. In this role, she addresses and resolves clients service inquiries. Prior to joining the team, she worked in real estate and insurance sales in Baltimore. Cherie and her husband, Herb, have seven grandchildren. She enjoys golfing and is an active member of the Weston Hills Country Club, as well as several other philanthropic organizations. THE FOX TEAM 7
8 For Life's Most Important Goals With experienced professionals 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 insights into your needs with the resources of Morgan Stanley. 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. Retirement planning Education planning Estate planning strategies Multigenerational planning Insurance Strategic consulting and transactions Managing the rewards of success Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. Asset allocation Investment management Traditional investments Alternative investments Structured investments Separately managed accounts
9 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. IRAs: - Traditional - Roth Building a unique legacy Estate planning strategies typically brings together the dimensions of life: personal, family, financial and charitable. We will work with you to understand the connections between your life and legacy goals, and work with your accountant and attorney to help you develop a strategy to position your portfolio appropriately. Giving back through philanthropy Many successful individuals seek opportunities to support cultural and educational institutions, and nonprofit organizations and activities. Properly undertaken, charitable giving can provide planning flexibility and benefits for you. We can help you analyze and implement a strategy that rewards you while it benefits causes you care about. Charitable lead and remainder trusts Family foundations Donor advised funds Helping strengthen 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 and lending services of Morgan Stanley. Credit facilities Cash management Retirement plans Strategic consulting and transactions Succession planning Helping protect your wealth Insurance can play a critical role in virtually any comprehensive financial strategy, helping you to protect the value of your assets, protect your income and your family s financial security even perform important functions in a business succession or estate plan. We can help you analyze your current insurance portfolio and work to update your coverages to fulfill personal and strategic goals. Life insurance trusts Heping meet current liquidity and banking needs Managing personal cash and securing liquidity for personal needs and opportunities are the day-to-day aspects of implementing a financial strategy. We can help you meet your personal cash management and borrowing needs while thinking strategically about how approaches may affect current and longterm costs and taxes. Home finance THE FOX TEAM 9
10 Our Consultative Process Charting a prudent course to financial independence requires a wellconceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes: 1 Discovery Before our first meeting, we suggest that you take a fresh inventory of your wealth, including where each asset is located and what it is worth. At that meeting, we will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what worries you and what you are passionate about. Our conversation will also explore your values, key relationships, total assets, preferred manner of communication, as well as identify the other professional advisors with whom you work. That way, our team can help you determine how all the facets of your financial situation could dovetail effectively. 2 Analysis and recommendation Based on our discussion, the team will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan that can help address your income and cash flow needs, borrowing requirements, asset protection, retirement planning, wealth transfer, philanthropy and other areas beyond investment management. By taking the additional time to carefully review these topics, we hope to make you comfortable with proposed investment strategies and service providers before implementing your wealth plan. 3 Implementation After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Wherever appropriate, we will suggest seeking additional, in-depth advice on particularly complex issues we have identified, including family dynamics, estate planning, lending, tax planning strategies and more. Whatever approach we decide on, the team will help you keep your investments on track. 4 Reviewing objectives We believe that ongoing communication is a vital component of our ongoing relationship, and we are committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and the team will review your portfolio at your request and whenever you feel that your circumstances have changed. We will then seek to make certain that your assets are positioned according to your evolving needs. If necessary, we will suggest adjustments to your strategy to address changes in your circumstances or your objectives. 10 MORGAN STANLEY
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12 Managing Risk The up and down nature of the markets is just one kind of risk but so is not protecting my assets and my family. How do I protect what Planning for Retirement When I retire, it will affect just about everything that matters: my lifestyle, my company and my family. Is there a way to plan for retirement that takes it all into account? Planning for the Long Term Decisions about both assets and liabilities need to be made in the framework of important life goals. What steps are also the most tax efficient? How can a strategic approach to cash management and lending simplify my financial life and maximize the value of what I own? Saving for College Will I be able to pay for a good education for my children and my grandchildren? Business Strategies How do I manage my personal wealth with so much tied up in my company? Investing I have so many goals and priorities. How can one investment strategy balance them all? Liquidity Solutions I can predict some expenses, but others I know I can t. How can I plan to have the cash I need? Innovative Solutions to the Full Range of Wealth Management Needs Leaving a Legacy to the Next Generation Making sure my estate goes to the people and organizations I care about is a priority. How do I transform my assets into a legacy? Charitable Giving The charities I support are like extended family. How do I maximize the good I can accomplish?
13 PERFORMANCE THAT STRIVESto MEET YOUR MEASURE WHO CAN DEVISE STRATEGIES THAT ARE DESIGNED TO MEET THE GOALS THAT ARE MOST IMPORTANT TO YOU? YOUR PERSONAL FINANCIAL ADVISOR. Among the most important skills of Financial Advisors is the ability to listen: to thoroughly understand your financial needs and then align the resources to helpmeetthem.yourfinancialadvisor can help you evaluate immediate concerns and plan for long-term goals, be a sounding board for your investment ideas, assist you in developing and executing a strategy that is precisely your own and potentially help deliver the results that meet your needs. Your Financial Advisor helps to select the firm s best thinking and to align our many capabilities to meet your wealth planning goals. From investments to credit to cash management to trusts, your Financial Advisor has access to the areas of the firm that canhelpmeetuniqueneedsonbothsides of your balance sheet. Our Reserved program provides Morgan Stanley s most valued Wealth Management clients and their families with exclusive access to luxury offers, premier benefits and high-quality service 1. THE VALUE OF A LEARNING CULTURE. Morgan Stanley makes a sizable investment in the training and professional development of each Financial Advisor, with many earning professional certifications and designations. Our continuing education programs are designed to equip Financial Advisors with new skills and perspectives. We want every client to reap the benefits of the culture of excellence of our firm. Our Financial Advisors represent an extensive knowledge base built on diverse skills, experience and professional interests. Our Financial Advisors share best practices including: asset allocation approaches, highly focused strategies and specific investment ideas to address unusual or particularly sophisticated client needs. Away from the office, many of our Financial Advisors volunteer their time and leadership skills to thousands of local organizations. They are at the forefront of the firm s commitment to givebackgenerouslytothecommunities where our clients live and work. SPECIAL RESOURCES FOR FAMILIES WITH EXCEPTIONAL REQUIREMENTS. Successful families with substantial assets typically have complex needs and require highly integrated capabilities. Morgan Stanley s Wealth Planning Centers and Family Wealth Advisory Services focus on the intricacies of multigenerational wealth transfer, family ownership structures, philanthropy management, complex tax reporting, succession planning and family governance. Our clients work with professionals who have extensive experience addressing both the financial issues andpersonaldynamicsofamerica s wealthiest families. 1 Please read important disclosures on the back cover of this brochure CRC CS /14
14 Awards Chairmans Club Publications Barron's "Top 1,200 Advisors", The Financial Times "Top 400 Financial Advisors", Registered Representatives "Top 100" Reference Source: Barron's Top 1,200 Advisors, March 7, 2016, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The rating may not be representative of any one client s experience and is not indicative of the Financial Advisor s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating. Source: Registered Representative s Top 100, December, 2009 bases its rankings exclusively on quantitative criteria: assets under management, size of the book, and an acceptable compliance record. Nominations are not accepted. The rating is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC does not pay a fee to Registered Representative in exchange for the rating. 14 MORGAN STANLEY
15 Morgan Stanley 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 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.
16 Source: Barron's Top 1,200 Advisors, March 7, 2016, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified bythe FT, reflected each advisor s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The rating may not be representative of any one client s experience and is not indicative of the Financial Advisor s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating. Source: Registered Representative s Top 100, December, 2009 bases its rankings exclusively on quantitative criteria: assets under management, size of the book, and an acceptable compliance record. Nominations are not accepted. The rating is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC does not pay a fee to Registered Representative in exchange for the rating. NMLS# , NMLS# , NMLS# 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 investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2016 CRC
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