The Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions.
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1 The Lake Union Group at Morgan Stanley Tailored financial strategies for future generations and passions.
2 601 UNION STREET SUITE 2900 SEATTLE, WA / MAIN / TOLL-FREE / FAX tiffani.lee@morganstanley.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 LAKE UNION GROUP 3
4 Meet the Professionals 4 MORGAN STANLEY
5 Stanley as a financial advisor, partnering with her mentor, financial advisor, Jane Suzick (founding member of the Lake Union Group at Morgan Stanley). Tiffani N. Lee-Kumabe Portfolio Manager Financial Advisor As a Financial Advisor with the Lake Union Group at Morgan Stanley, Tiffani focuses on cultivating client relationships, co-managing the team s Portfolio Management (PM) portfolios, financial planning, insurance strategies, and managing the Lake Union Group. In 2005, Tiffani first entered into the business with Smith Barney (now Morgan Stanley) as an intern. Postgraduation from the University of Washington, she decided to continue her career in finance with Smith Barney. After a few years of experience, she went on to work for a local hedge fund in Seattle as the Operations and Compliance Manager at Glacier Peak Capital. In 2013, Tiffani returned back to Morgan Tiffani (born and raised in Portland, OR) and her husband, Blake, reside right along Lake Union. She is a member of the Seattle Bond Club, one of the oldest and ongoing investment clubs in the U.S. In her free time, Tiffani is an avid foodie, amateur power boater, world traveler, and enjoys serving her community through various non-profit organizations. Securities Agent: AK, AZ, CA, DC, FL, GA, HI, ID, LA, MD, MN, NM, NY, OR, TX, VA, WA; General Securities Representative; Investment Advisor Representative NMLS#: THE LAKE UNION GROUP 5
6 investor. Jane H. Suzick Portfolio Management Director Second Vice President As a founding member of the Lake Union Group at Morgan Stanley, Jane focuses on developing and building client relationships for high net worth families, and is the Senior Portfolio Manager for the team s Portfolio Management (PM) portfolios. Jane earned a B.A. in Business Administration, from Western Washington University. In 1980, Jane started in the business with Foster and Marshal in Seattle, WA as one of the very few female financial advisors in the city at the time. Then in 1988, she joined Ragen Mackenzie as one of the founding partners. In 2005, Jane joined Smith Barney (now Morgan Stanley). Having invested in many market cycles for over 35 years, Jane is a deep value and contrarian Jane (a Seattle native) and her husband Billy Schumacher, reside in Shilshoe along with their welsh terrier, Gaby. She is a lifetime member of the Seattle Yacht Club, and a member of the Seattle Bond Club, one of the oldest and ongoing investment clubs in the U.S. For 9 years, Jane and Billy raced unlimited hydroplanes, winning at Seattle s Seafair, Detroit s Gold Cup, and San Diego s World Cup. Securities Agent: AK, AZ, CA, CO, DC, FL, GA, HI, ID, LA, MD, MN, NM, NY, OR, TX, VA, WA; General Securities Representative; Investment Advisor Representative NMLS#: MORGAN STANLEY
7 Sherri and her husband, Mark, (originally from Texas) now reside in Shoreline. Mother of two boys, she is very active in her local community and enjoys spending time at the local theatre, boating and travelling. Sherri Ryan Portfolio Associate As a Portfolio Associate with the Lake Union Group at Morgan Stanley, Sherri focuses on operations management by providing best in class service to our clients and the team. Her experience in handling day-to-day client needs, and well as staying informed on the most recent rules and regulations, makes her an exceptional asset to improve the team s effectiveness and productivity. She is also a Notary Public for clients of the Seattle office. In 1989, Sherri started working at Dean Witter Reynolds (now Morgan Stanley) and has been in the financial services industry since She has enjoyed a long history at Morgan Stanley, with many of top teams in the firm and in the industry. THE LAKE UNION GROUP 7
8 Asset Allocation and Portfolio Planning We will work together using a process that focuses on you and your goals, integrating investment decisions with your immediate financial needs and desired aspirations. This process encompasses four steps: 1 Personal review Before we can advise you, our team must understand you and your goals. We will guide you through an extensive discovery process to identify your objectives, time horizon, tolerance for risk and other considerations that may play a role in shaping your investment strategy. 2 Asset allocation and portfolio planning Your input drives the development of a personalized financial strategy. Designed to help you meet your specific needs, it addresses areas such as retirement, education expenses, estate planning and tax minimization potential. When our analysis is complete, we will present to you an investment strategy that helps to identify appropriate diversification for your portfolio. 3 Implementation After we have discussed and refined your strategy, we work closely with you to bring the elements to life. Should we decide that outside money managers are appropriate for you, we will 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 together, our team will help you keep your strategy on track. 4 Ongoing communications and reporting We view ongoing communication as the foundation of our successful collaboration with you. We will make every effort to keep abreast of your changing financial needs and provide 8 MORGAN STANLEY
9 viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and 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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