The Haas Group at Morgan Stanley Smith Barney
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1 The Haas Group at Morgan Stanley Smith Barney
2 FLORIDA: 595 South Federal Highway Chagrin Boulevard Suite 400, Boca Raton, Florida rd Floor, Pepper Pike, Ohio OHIO: / main / main fa.smithbarney.com/haasgroupsb
3 The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney is a premier provider of high quality financial planning & investment advice to individuals & institutions. We have over 80 years of combined experience and over $450 million in client assets under advisement. Our goal is to guide our clients through changing market environments and their evolving financial needs and we help them shape the future they envision. Ultimately, we help them meet their financial goals. We are backed by the global strength and resources of Morgan Stanley Smith Barney which offers our clients access to a broad array of products and services. However, we don t limit ourselves to our firm s solutions and we strongly believe in providing our clients open architecture access to the best of breed money managers. We work with honesty and integrity to provide exceptional client experiences for life and our entire practice is built on the foundation of seeking to do what is best for our clients. The Haas Group 3
4 Meet the Professionals Left to right: William Haas, Brian Isroff, Gary Patterson, Brian Patterson 4 Morgan Stanley Smith Barney
5 William M. Haas Senior Vice President Financial Advisor Gary R. Patterson Senior Investment Management Consultant Senior Vice President Financial Advisor Brian D. Isroff Investment Management Consultant Vice President Financial Advisor Wil joined Morgan Stanley Smith Barney in 1968 and he is the founding member of The Haas Group at Morgan Stanley Smith Barney. Prior to joining MSSB, Wil was a founder and EVP of Washington Federal Savings & Loan Association in Cleveland, Ohio from Before that he was secretary and treasurer of the family owned Downtown Chevrolet Motors in Cleveland from Wil focuses primarily on municipal bonds and he works with clients to help them diversify their fixed income portfolios and generate sufficient monthly income to meet their needs. Wil earned a BA in Mathematics from Western Reserve University in 1947 and a JD from Western Reserve Law School in william.m.haas@mssb.com Gary joined The Haas Group at Morgan Stanley Smith Barney in 1987 after spending 4 years with Shearson Lehman Mortgage as a Regional Coordinator. Gary serves as the group s business manager and he works with many of our clients with more complex portfolios to help them address certain unique needs. Gary earned a BS in Psychology from the University of California, Santa Barbara in Gary holds the designations of Financial Planning Specialist and Retirement Plan Advisor with MSSB. These designations are awarded to those Financial Advisors who successfully complete the firm s advanced financial and retirement planning training programs. gary.r.patterson@mssb.com Brian joined The Haas Group at Morgan Stanley Smith Barney in 2006 after spending 12 years at National City Bank where, most recently, he was the President and Sr. Managing Director of Sterling Private Investments, Inc., NCB s alternative investment subsidiary. Prior to that, Brian was a Vice President and Sr. Attorney in the Law Dept. at NCB and, before that, he was a commercial attorney with the law firm of Arter & Hadden. Brian earned a BS in both Economics and Finance from Miami University in 1985 and a JD from Cornell University Law School in Brian focuses on asset allocation, portfolio management and planning issues, and he leads our security and sector selection, and analytical efforts. brian.d.isroff@mssb.com The Haas Group 5
6 Brian D. Patterson Financial Advisor Patricia A. Eubank Senior Registered Associate Shamika Myers Client Service Associate Brian joined the Haas Group at Morgan Stanley Smith Barney in 2009, after working a short while in the mortgage industry. He earned a BS in Psychology from Florida State University in His duties include assisting our team on special projects and with investment analytics and manager due diligence. In addition, Brian participates in our team s business planning and he also provides support in connection with asset allocation, portfolio management and planning issues for our clients. brian.patterson@mssb.com Patti joined The Haas Group at Morgan Stanley Smith Barney in 1988 but has been in the financial services industry since Patti serves as the group s senior registered associate. Her responsibilities include assisting the group s Financial Advisors in reviewing client accounts, administrative and operational support, processing income distributions to clients and responding to other day to day client requests and customer service matters. Patti holds FINRA Series 7 and 63 licenses. Patti also holds a Financial Planning Associate designation with Morgan Stanley Smith Barney. patricia.a.eubank@mssb.com Shamika joined The Haas Group at Morgan Stanley Smith Barney in 1999 and she serves as a senior client service associate with the group. Her responsibilities include assisting the group s Financial Advisors in reviewing client accounts, administrative and operational support, processing income distributions to clients and responding to other day to day client requests and customer service matters. Shamika lives in Coral Springs, Florida and she works out of the Boca Raton, Florida office of Morgan Stanley Smith Barney. shamika.myers@mssb.com Morgan Stanley Smith Barney
7 Rickita Owens Registered Client Service Associate Rickita joined The Haas Group at Morgan Stanley Smith Barney in 2010 and she serves as a registered client service associate with the group. She holds FINRA Series 7 and 63 licenses. Her responsibilities include assisting the group s Financial Advisors in reviewing client accounts, administrative and operational support, and responding to other day to day client requests and customer service matters. Rickita lives in Cleveland, Ohio with her daughter, and works out of the Pepper Pike, Ohio office of Morgan Stanley Smith Barney. rickita.owens@mssb.com
8 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. Balance sheet analysis Retirement planning Education planning Estate planning Multigenerational planning 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 IRA rollovers Roth conversions Building a unique legacy Estate planning 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. Educating new generations Helping to meet the education costs of children and grandchildren may be one of the most attractive and personally fulfilling investment opportunities available to you. We can help you access appropriate investment vehicles 529 plans and custodial accounts. 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 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. Credit facilities Cash management Retirement plans Strategic consulting and transactions Succession planning Insurance Protecting 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 and disability income insurance Life insurance trusts Key-person insurance Meeting 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 Lending services Debt restructuring Securities-backed loans The Haas Group 9
10 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. 10 Morgan Stanley Smith Barney
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12 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. 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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