The Patterson Group at Morgan Stanley Smith Barney
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1 The Patterson Group at Morgan Stanley Smith Barney
2 1241 JOHN Q HAMMONS DRIVE MADISON, WI / MAIN
3 As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As Financial Advisors, our role is to work with you to help you develop a plan that lays out a clear path to your goals a plan that we develop in collaboration with you, and one that you can follow with confidence in the face of the market s ups and downs. Together, we will explore a broad range of topics that are likely to influence your financial future from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision. What we learn will become the foundation for a financial and investment strategy based on who you are and where you want to go. Only then will we talk with you about the details of investing: how much risk makes sense, your asset allocation, and which investments are right for your portfolio. But that s just the beginning. Over time, we will revise your plan to reflect new aspirations and priorities, helping your plan keep pace as the markets change and your life unfolds. THE PATTERSON GROUP 3
4 Meet the Professionals Working with many types of individuals and families has given our team the experience, perspective and skill to help you build a solid financial future. You will work with professionals who can translate your goals into a practical and comprehensive wealth plan a unique approach to your financial future customized to you and your needs. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy. 4 MORGAN STANLEY SMITH BARNEY
5 Michael Patterson Senior Vice President - Wealth Management Michael Patterson is a Senior Vice President with over 30 years experience as a Financial Advisor, and is a Senior Registered Options Principal. Mike graduated from Michigan State with his BA in Business and has lived in the Madison area for 35 years with his wife, Cathy. He served on the Finance Council at St. Francis Xavier for 29 years and participates in the Feed the Homeless project at Grace Episcopal Church. Nina Severini Financial Advisor Nina Severini is a Financial Advisor who started her career in financial services in She is focused on portfolio risk management and fixed income solutions. Nina grew up in Washington state and graduated from the University of Washington with a degree in Journalism. She has lived in Madison since 2000, and is a volunteer coordinator at Olbrich Botanical Gardens. THE PATTERSON GROUP 5
6 Kevin Patterson Financial Advisor Kevin Patterson is a native of Madison, and holds a BBA in Finance, Investment & Banking from the Business School at the University of Wisconsin-Madison. Prior to joining Morgan Stanley Smith Barney, Kevin spent three years working as an Investment Banking Analyst. He is a participating member of the Dane County Conservation League and volunteers for The Alliance for Great Lakes. Thomas Lynch Senior Registered Client Service Associate Thomas Lynch is a Senior Registered Client Services Associate. Tom has been in the financial services industry since Tom is Series 7, 66 and 31 licensed. Tom grew up in Madison, and graduated from the University of Wisconsin. He and his wife Dawn currently reside here with their two sons. Tom also volunteers with the Exchange Center for The Prevention of Child Abuse. 6 MORGAN STANLEY SMITH BARNEY
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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 banking and cash management needs. 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 SMITH BARNEY
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 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 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 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 brokerdealer, 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. Asset allocation and diversification do not guarantee a profit or protect against loss Morgan Stanley Smith Barney LLC. Member SIPC /2012
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