The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter
|
|
- Justin Barton
- 5 years ago
- Views:
Transcription
1 The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter
2 The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional service to our clients. 2/MORGAN STANLEY SMITH BARNEY
3 Our Mission The Texas Capitol Group at Morgan Stanley Smith Barney is made up of specialists who come together as a team to help design an individualized strategy for you. Our team approach not only helps with effective wealth management, it also helps provide responsive service. Our focus is on helping preserve the wealth our clients have created and on moving towards each client s unique financial goals. Our resources in this area are as sophisticated as the needs of our high-net-worth clients. We begin by putting together a comprehensive financial plan based on your estate, charitable and family goals. We then evaluate your current portfolios and develop an asset-allocation strategy that is based on your income needs, risk tolerance and goals. Next, we build customized portfolios and create a diversified, conservative investment plan towards your financial goals. After the investment strategy is determined, we oversee implementation and diligently monitor the portfolio. MORGAN STANLEY SMITH BARNEY/3
4 Meet the Professionals TERESA FINNEY Vice President Wealth Management Senior Investment Management Specialist Senior Portfolio Manager RICHARD A. FUNK, CFP Second Vice President Wealth Management Senior Investment Management Specialist Senior Portfolio Manager Teresa takes pride in developing personal and professional relationships with each of her clients by offering a personalized approach to professional investing. With knowledge and experience gained from being in the financial services industry since 1982, Teresa specializes in Portfolio Management, Individual Retirement Planning, Estate Planning, Family Wealth Management and working with Foundations and Endowments. She is well-suited to educate clients about their portfolios and assist with an investment plan according to their goals and objectives. Teresa is the fixed-income specialist for the Texas Capitol Group at Morgan Stanley Smith Barney. In addition, she serves as the Morgan Stanley Smith Barney Austin Branch s Insurance Specialist-Coordinator. Honors and achievements include Vice President Titles, Century Council Award, Superior Business Development and Chairman s Council Award. A native of California, Teresa is an alumna of Babson College and the University of Houston. She has spent most of her life in Texas and the Austin area has been her home since 1994, where she lives with her husband, Russ, and where they have raised their two children: Jennifer, and Erika. Outside of the office, Teresa enjoys running for relaxation whenever possible, fly-fishing, water and snow skiing, horseback riding, and spending time with her family. She is a member of the Dell Children s Hospital Circle of Friends, the Austin Women s Chamber of Commerce and the Development Committee for St. Theresa s School. Richard is dedicated to putting his clients and their financial goals into the forefront, and building long-term relationships. He consults with high-net-worth clients on developing and implementing well-devised financial plans that emphasize long-term asset allocation and risk management. He helps clients with all aspects of wealth and retirement planning, including estate and trust planning, cash management and philanthropic services. Experienced in other areas of the financial industry, Richard brings a wealth of knowledge to the Texas Capitol Group at Morgan Stanley Smith Barney. After returning to Austin in 2005 to form The Texas Capitol Group at Morgan Stanley Smith Barney, Richard earned his Certified Financial Planner designation in Following business school, Richard worked as an investment analyst with a hedge fund company running multi-manager hedge funds for Qualified US and offshore institutional and private investors. In 2002, he transitioned to the buy side joining John McStay Investment Council, now Brazos Capital Management. As senior research analyst, Richard was a generalist and responsible for research, idea generation and buy/sell recommendations. A native of Austin, Richard graduated from the McCombs School of Business at the University of Texas where he received a Bachelor of Business Administration in finance. He lives in Austin with his wife, Rachael. Richard enjoys playing golf and boating on the lake.
5 Portfolio Management There comes a point when managing your assets can easily become a full-time job. As your life evolves, not only does your financial plan get more complex, but your options for implementing it increase as well. Frequently, evaluating these options and choosing wisely among them require more time and expertise than you may have to give. Charting a prudent course to financial independence is a difficult task that many investors try to navigate alone. Our objective is to design personalized investment strategies that can help you meet your long-term financial goals. Like a growing number of our clients, it makes sense to partner with experienced investment professionals who understand your financial needs and have the time and resources necessary to help you achieve them. Through the Morgan Stanley Smith Barney Portfolio Management Group program, our clients have access to portfolio management services that once were only available to large institutions and ultra- high-net-worth individuals. Our professional investment management approach focuses on the long-term financial needs of clients and strives to deliver a high level of personal comfort. Acting as your portfolio managers, approved to construct and manage customized strategies within this program, you ll find that our training, experience, commitment to service and investment philosophy can prove invaluable, not only in managing your portfolio, but also in helping you understand its inherent risks. We adhere to a well-conceived, three-step investment process that encompasses setting financial objectives, creating a tailored strategy and monitoring your portfolio continuously on a fully discretionary basis. In addition, all transactions executed at the Firm, plus a full range of investment services, are wrapped in one asset-based unified fee structure. Portfolio management has afforded us rewarding client relationships, based on a joint commitment to pursue our clients financial goals within the framework of our long-term investment discipline. MORGAN STANLEY SMITH BARNEY/5
6 The Texas Capitol Group Difference OUR VISION The Texas Capitol Group at Morgan Stanley Smith Barney aims to provide the highest quality of wealth management services and comprehensive investment advice possible to our clients, their families and advisors. Our strength lies in our combination of objectivity, knowledge and service. We have built our philosophy around the ability to provide unbiased ideas where merit is the primary decision criterion. We further enhance our ability to provide personalized service to our clients by limiting the number of relationships we maintain. This allows us to effectively manage a comprehensive wealth management plan that encompasses all critical aspects of our client s financial life. OUR VALUES We believe that integrity is the #1 driving force utilized to gain the full faith and trust of our clients. We strive to provide an uncompromising level of service to our clients, their families and advisors in order to help them meet their short- and long-term investment needs. We will act in the best interests of our clients by applying the principles of respect, diligence and commitment at all times. The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional service to our clients. 6/MORGAN STANLEY SMITH BARNEY
7 To us, being Financial Advisors is all about building relationships with our clients. By learning more about you and your needs, we are able to offer more personalized advice and service. The Texas Capitol Group differs from other financial service teams in several ways. Independence Most important are our resolute independence and objectivity and our deep understanding of the unique needs of those with a high net worth. Family Security We work to build strong, long-term relationships with each of the families we serve, that we want to continue beyond your lifetime with your family members. Customer Service There are still a few advocates of classic customer service in the world today and we are committed to remaining one of them. With us, every aspect of service is customized from the offerings themselves to the manner in which we deliver them. MORGAN STANLEY SMITH BARNEY/7
8 The Texas Capitol Group at Morgan Stanley Smith Barney 301 Congress Avenue, Suite 1400 Austin, TX TELEPHONE: FACSIMILE: fa.smithbarney.com/thetexascapitolgroup Morgan Stanley Smith Barney LLC, Citigroup Global Markets, Inc. and Morgan Stanley Smith Barney s Financial Advisors do not provide tax or legal advice, and are not fiduciaries (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein, except as otherwise agreed to in writing by Morgan Stanley Smith Barney. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their tax or legal advisors before establishing a retirement plan and to understand the tax, ERISA and related consequences of any investments made under such plan Morgan Stanley Smith Barney LLC. Member SIPC /10
The Park Bay Group at Morgan Stanley Smith Barney
The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through
More informationThe Evergreen Harbor Group at Morgan Stanley Smith Barney. Client-Focused Wealth Management
The Evergreen Harbor Group at Morgan Stanley Smith Barney Client-Focused Wealth Management Every investor has the right to know when either risk or opportunity is prevalent in the market. You owe it to
More informationMarilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor
Marilyn J. Black Financial Planning Specialist Associate Vice President Financial Advisor 303 East Main Street Barrington, Illinois 60010 847-842-1546 / Main 800-842-1507 / Toll-Free 847-620-0718 / fax
More informationThe Clark McKinney Tramontana Group at Morgan Stanley. Smart Solutions. Lasting Relationships.
The Clark McKinney Tramontana Group at Morgan Stanley Smart Solutions. Lasting Relationships. Some Things Are Meant to Last We believe something as important as wealth management should be a positive,
More informationThe Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John
More informationThe Kaser Mechling Group at Morgan Stanley Smith Barney
The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka
More informationThe Retirement Management Group at Morgan Stanley Smith Barney
The Retirement Management Group at Morgan Stanley Smith Barney The Retirement Management Group Welcome THE RETIREMENT MANAGEMENT GROUP AT MORGAN STANLEY SMITH BARNEY Meets the Needs of Investors Mark
More informationThe Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy
The Timberline Group at Morgan Stanley Comprehensive wealth planning strategies for your life and legacy 5390 Kietzke Lane Suite 200, Reno, NV 89511 775-982-8617 / MAIN 775-329-9578 / FAX www.morganstanleyfa.com/thetim
More informationThe Princi Group at Morgan Stanley
The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice
More informationThe Nolan Group at Morgan Stanley Smith Barney
The Nolan Group at Morgan Stanley Smith Barney 125 High St., Floor 24 Boston, MA 02110 617-478-6403 / MAIN 617-249-0308 / FAX http://fa.morganstanleyindividual.c om/thenolangroup/ leonard.nolan@mssb.com
More informationThe Terhune Group at Morgan Stanley Smith Barney
The Terhune Group at Morgan Stanley Smith Barney 1101 FIFTH AVENUE SAN RAFAEL, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@mssb.com
More informationThe Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management
The Rast Group at Morgan Stanley Smith Barney Principle Driven Wealth Management 1501 Main Street Suite 715, Columbia, SC 29201 803-251-3300 / MAIN 800-786-7866 / TOLL-FREE www.therastgroup.com ben.rast@mssb.com
More informationThe Williams Benson Group at Morgan Stanley Smith Barney
The Williams Benson Group at Morgan Stanley Smith Barney Our Mission We strive to bring a boutique level of service to our clients by operating as a firm within the firm. We believe this is best achieved
More informationThe Fordham Group at Morgan Stanley Smith Barney
The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free
More informationThe Garemani Group at Morgan Stanley Smith Barney
The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationThe Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth
The Udine Group at Morgan Stanley Smith Barney Helping Clients Accumulate, Manage, and Transfer Wealth 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 856-222-4547 / MAIN 800-932-0037 / TOLL-FREE
More informationThe Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida
The Compass Group at Morgan Stanley Smith Barney Naples and Marco Island Florida 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL 34108 239-449-7859 / MAIN 800-237-8686 / TOLL-FREE 239-449-7850 / FAX http://fa.morganstanleyindividual.com/carusozapalski/
More informationThe Sullivan Group at Morgan Stanley Smith Barney. Where Your Needs Come First
The Sullivan Group at Morgan Stanley Smith Barney Where Your Needs Come First By serving your comprehensive financial needs, we value the unique opportunity and privilege of helping you plan for and achieve
More informationThe Greenspan Group at Morgan Stanley Smith Barney
The Greenspan Group at Morgan Stanley Smith Barney 7500 Old Georgetown Road 10th Floor, Bethesda, Maryland 20814 301-961-2640 / Main 800-745-4503 x2640 / Toll-Free 240-235-4448 / fax ira.greenspan@mssb.com
More informationTHE SECOND GROWTH. An organized and personal approach to the second stage of life. The Cypress Group at
THE SECOND GROWTH An organized and personal approach to the second stage of life. The Cypress Group at With over 85 years of combined experience we have developed a process to help analyze and address
More informationThe Princi Group at Morgan Stanley
The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3500 / MAIN 800-752-2678 / TOLL-FREE 617-227-9070 / FAX peter.b.princi@morganstanley.com Our practice offers the
More informationThe Susquehanna Group at Smith Barney
smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized
More informationKeith Simons. Wealth Advisor First Vice President Portfolio Manager
Keith Simons Wealth Advisor First Vice President Portfolio Manager 150 JFK Parkway Short Hills, New Jersey 07078 973-921-6521 / Main 973-860-1336 / fax keith.simons@mssb.com www.morganstanley.com/fa/keith.simons
More informationThe Malkin Group at Morgan Stanley
The Malkin Group at Morgan Stanley Morgan Stanley 399 PARK AVE 12TH FL, NEW YORK, NY 10022 212-893-6530 / MAIN 347-438-2919 / FAX www.morganstanley.com/fa/ themalkingroup As the financial world becomes
More informationThe Whalen Group at Morgan Stanley Smith Barney
The Whalen Group at Morgan Stanley Smith Barney 125 High Street 24th Floor, Boston, Massachusetts 02110 617-748-5818 / Main 800-829-9199 / Toll-Free 617-478-6518 / fax www.morganstanley.com/fa/ whalengroup
More informationThe Sanborn Group at Morgan Stanley
The Sanborn Group at Morgan Stanley 5051 Westheimer Rd. Suite 2100 Houston, TX 77056 713-966-2159 / MAIN 800-666-6069 / TOLL-FREE 713-966-6808 / FAX www.morganstanleyfa.com/thesanborngroup richard.h.sanborn@ms.com
More informationPine Harbor Group at Morgan Stanley. Seeing the forest and the trees
Pine Harbor Group at Morgan Stanley Seeing the forest and the trees 40701 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 248-723-1800 / MAIN 800-334-8866 / TOLL-FREE 248-723-1850 / FAX www.morganstanleyfa.com/pineharbor/
More informationChris Bridges. Financial Advisor
Chris Bridges Financial Advisor 832 Lake Sumter Landing The Villages, FL 32162 352-751-7847 / MAIN 800-447-6036 / TOLL-FREE 352-753-8234 / FAX christopher.bridges@mssb.com http://fa.morganstanleyindividual.com/christopher.bridges/
More informationThe Radcliff-Schatzman Group at Morgan Stanley Smith Barney
The Radcliff-Schatzman Group at Morgan Stanley Smith Barney 11 North Water Street Suite 16290, Mobile, Alabama 36602 251-470-1060 / Main 251-470-1100 / fax fa.smithbarney.com/theradcliffgroupsb The Radcliff-Schatzman
More informationour mission our vision
our mission By combining the experience and skills of The 17th Street Group at Morgan Stanley Smith Barney, we deliver tailored investment strategies designed to help you manage and preserve your wealth.
More informationHuffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies
Huffman - Weber Group at Morgan Stanley Smith Barney Success on your Terms Personalized Financial Strategies 700 Corporate Park Drive Suite 500, Clayton, MO 63105 314-889-9802 / MAIN 866-646-4644 / TOLL-FREE
More informationThe Fortress Group at Morgan Stanley Smith Barney. reative Strategies and Practical Advice
The Fortress Group at Morgan Stanley Smith Barney reative Strategies and Practical C Advice Our Mission The Fortress Group at Morgan Stanley Smith Barney is dedicated to providing clients with holistic
More informationThe Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust
The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with
More informationThe Caiazzo Mento Group at Morgan Stanley
The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com
More informationO'Neill Blausey Hartsock Group at Morgan Stanley
O'Neill Blausey Hartsock Group at Morgan Stanley 35055 W 12 Mile Road Suite 101, Farmington Hills, MI 48331 248-848-8780 / MAIN 855-209-8113 / TOLL-FREE 248-848-8716 / FAX www.morganstanleyfa.com/obhgroup
More informationThe Margolin/ Worth Group at Morgan Stanley Smith Barney
The Margolin/ Worth Group at Morgan Stanley Smith Barney 140 East Ridgewood Avenue 3rd Floor, North Tower, Paramus, New Jersey 07652 201-967-3300 / Main 800-631-1607 / Toll-Free 201-967-8328 / fax fa.smithbarney.com/
More information2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC
The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Stephen Gross, Senior Vice President and Financial Advisor David Turner III, Senior Vice President and Financial Advisor Rick Beaumont, CFP,
More informationThe Pruitt Fisher Group at Morgan Stanley. Helping clients live by design and not by chance
The Pruitt Fisher Group at Morgan Stanley Helping clients live by design and not by chance 4259 West Swamp Rd Suite 400, Doylestown, PA 18902 215-230-6908 / MAIN 888-789-1055 / TOLL-FREE 215-230-6910 /
More informationOur Mission. About Morgan Stanley Wealth Management
Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,
More informationThe Walton and Hitt Group at Morgan Stanley. La Jolla, CA
The Walton and Hitt Group at Morgan Stanley La Jolla, CA 1111 Prospect Street La Jolla, CA 92037 858-729-5048 / MAIN 800-473-2331 / TOLL-FREE 858-551-5117 / FAX www.morganstanleyfa.com/thewaltonandhittgroup
More informationThe Radcliff Schatzman Group at Morgan Stanley. Comprehensive Wealth Management
The Radcliff Schatzman Group at Morgan Stanley Comprehensive Wealth Management 11 N Water Street Suite 16290, Mobile, AL 36602 251-470-1097 / MAIN 800-624-7814 / TOLL-FREE 678-229-9738 / FAX www.morganstanleyfa.com/theradcliffgroup
More informationThe Park Avenue Group at Morgan Stanley Smith Barney
8 Developing Your Wealth Management Strategy 11 For Life s Most Important Goals 12 A Culture of Excellence The Park Avenue Group at Morgan Stanley Smith Barney 250 South Park Avenue Suite 500, Winter Park,
More informationKindred/Stephens Group at Morgan Stanley Smith Barney
Kindred/Stephens Group at Morgan Stanley Smith Barney Mission Statement Our mission is to help affluent individuals and their families create, manage, preserve and transfer wealth. The core of this partnership
More informationThe MCM Group at Morgan Stanley Smith Barney. Private Wealth Management
The MCM Group at Morgan Stanley Smith Barney Private Wealth Management 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ 07962 800-524-2423 / MAIN 973-993-5276 / FAX fa.smithbarney.com/themcmgroupsb
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationThe dos Santos Group at Morgan Stanley
The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com
More informationThe Patterson Group at Morgan Stanley Smith Barney
The Patterson Group at Morgan Stanley Smith Barney 1241 JOHN Q HAMMONS DRIVE MADISON, WI 53717 608-829-4338 / MAIN As the financial world becomes more complex and investment choices multiply, careful planning
More informationThe Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey
The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
More informationThe White Heron Group at Morgan Stanley
The White Heron Group at Morgan Stanley 300 Granite Run Drive Suite 300, Lancaster, PA 17601 717-519-3201 / MAIN 800-873-0990 / TOLL-FREE 717-560-0100 / FAX www.morganstanleyfa.com/thewhiteherongroup thewhiteherongroup@morganstanley.com
More informationKBB Wealth Management at Morgan Stanley Smith Barney
KBB Wealth Management at Morgan Stanley Smith Barney 601 Union Street Suite 5200, Seattle, Washington 98101 206-628-4862 / Main 800-426-7837 / Toll-Free 206-628-4425 / fax fa.morganstanleyindividual.com/
More informationThe Chesapeake Wealth Management Group at Morgan Stanley
4 Our Mission 9 Beyond Personal Investing 10 Meet the Professionals The Chesapeake Wealth Management Group at Morgan Stanley 650 South Exeter Street Suite 1100, Baltimore, Maryland 21202 410-736-5300 /
More informationthepeaceriverteam
www.morganstanleyfa.com/ thepeaceriverteam For our team, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they
More informationMichael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.
Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.com
More informationYou & Legacy Wealth Management
You & Legacy Wealth Management You What is Important to You? What do You Value? Family Integrity Security Trust Prosperity Independence Fulfillment Commitment If these ideals resonate with you... Legacy
More informationThe Altieri Group at Morgan Stanley Smith Barney
The Altieri Group at Morgan Stanley Smith Barney As Financial Advisors, we have access to a platform of resources that enables us to select the products and services that match our clients diverse financial
More informationThe Bahbah Group at Morgan Stanley Smith Barney
The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com
More informationThe Klausner & Duffy Investment Group at Morgan Stanley Smith Barney
The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney 800 East 96th Street Suite 400, Indianapolis, Indiana 46240 317-818-7300 / Main 888-930-0159 / Toll-Free 317-818-7440 / fax jonathan.klausner@mssb.com
More informationOur Mission. About Morgan Stanley Wealth Management
Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,
More information1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley Smith Barney
1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Smith Barney Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to
More informationThe Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions.
The Lake Union Group at Morgan Stanley Tailored financial strategies for future generations and passions. 601 UNION STREET SUITE 2900 SEATTLE, WA 98101 206-336-1626 / MAIN 800-733-4873 / TOLL-FREE 206-464-5928
More informationThe Berkheimer Group at Morgan Stanley
The Berkheimer Group at Morgan Stanley 30 West Patrick Street 7th Floor, Frederick, MD 21701 301-663-8833 / MAIN 800-634-0072 / TOLL-FREE 301-663-4798 / FAX theberkheimergroup@morganstanley.com Managing
More informationJames R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and
James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and Professional Athletes 2000 Westchester Ave 1NC Purchase,
More informationThe Walker Pearson Group at Morgan Stanley
The Walker Pearson Group at Morgan Stanley 5444 Riverside Drive 2nd Floor Macon, GA 31210 478-471-2286 / MAIN 800-926-2136 / TOLL-FREE 478-471-3355 / FAX John.C.Walker.III@morganstanley.com John.C.Walker.IV@morganstanley.com
More informationThe Cedar Ridge Group at Morgan Stanley. Personalized wealth management for individuals, families and institutions
The Cedar Ridge Group at Morgan Stanley Personalized wealth management for individuals, families and institutions 680 Biddle Road Medford, OR 97504 541-772-0273 / MAIN 800-547-1741 / TOLL-FREE 541-773-1720
More informationThe Royal Palm Group at Morgan Stanley. Your goals, Our mission
The Royal Palm Group at Morgan Stanley Your goals, Our mission 7811 University Pointe Drive Fort Myers, FL 33907 239-432-1300 / MAIN 800-326-8389 / TOLL-FREE 239-449-6389 / FAX The Royal Palm Group at
More informationthepeaceriverteam
www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience
More informationPhilip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor
Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor 19495 BISCAYNE BLVD. PENTHOUSE AVENTURA, FL 33180 305-466-4807 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX Philip.Morrissey@morganstanleysmithbarney.com
More informationThe Hanover Group at Morgan Stanley Smith Barney
The Hanover Group at Morgan Stanley Smith Barney 203 Heater Road Lebanon, New Hampshire 03766 603-442-7900 / Main 800-829-5232 / Toll-Free 603-442-7988 / fax www.fa.smithbarney.com/ hanovergroup thehanovergroup@mssb.com
More informationThe Century Group at Morgan Stanley Smith Barney
The Century Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Los Angeles, CA 90067 310-551-9400 / MAIN 800-451-6533 / TOLL-FREE fa.morganstanleyindividual.com/thecenturygroup The Century Group
More informationThe Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney
The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney 330 Fellowship Road Suite 400, Mount Laurel, New Jersey 08054 800-596-5668 / toll-free 856-273-6407 / fax www.fa.smithbarney.com/stackgravenstinesmith
More informationThe Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan
The Bush Natishan Group at Morgan Stanley Ellen Q. Bush & Karen B. Natishan 111 North Washington Ave. Suite 201, Scranton, PA 18503 570-819-8010 / MAIN 570-822-2303 / FAX http://fa.morganstanley.com/thebushnatishangroup
More informationThe Barkmeier Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Barkmeier Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Our Vision Our group firmly believes in creating a partnership with you based on integrity, respect and
More informationThe Pierson Russi Group at Morgan Stanley. Portfolio Management Group
The Pierson Russi Group at Morgan Stanley Portfolio Management Group 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE www.morganstanleyfa.com/piersonrussigroup
More informationThe Market Street Group at Morgan Stanley
The Market Street Group at Morgan Stanley 505 Market Street Suite 300, West Des Moines, IA 50266 515-224-5529 / MAIN 515-224-5559 / FAX www.morganstanleyfa.com/ marketstreetgroup/ For our team, retirement
More informationThe Duddingston Sylvester Group at Morgan Stanley Smith Barney
The Duddingston Sylvester Group at Morgan Stanley Smith Barney 225 South Sixth Street Suite 5100, Minneapolis, Minnesota 55402 866-984-1044 / Toll-Free 612-340-6729 / Main morganstanley.com/fa/ duddingstonsylvestergroup
More informationThe Yates Group at Morgan Stanley
The Yates Group at Morgan Stanley 100 N. Main St. Ste. 2500 Winston Salem, NC 27101 800-334-4401 / MAIN 800-334-4401 / TOLL-FREE 336-721-4940 / FAX www.morganstanleyfa.com/theyatesgroup The Yates Group
More informationCarillon Consulting Group. Private Wealth
Carillon Consulting Group Private Wealth RBC Wealth Management, a division of RBC Capital Market, LLC. Member NYSE/FINRA/SIPC. M i s s i o n S t a t e m e n t Carillon Consulting Group s mission is to
More informationThe Haas Group at Morgan Stanley Smith Barney
The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main
More informationThe Walker/Morse Group at Morgan Stanley Smith Barney
6 Our Approach 8 For Life s Most Important Goals 10 A Culture of Excellence The Walker/Morse Group at Morgan Stanley Smith Barney Wealth management for discerning clients 58 South Service Road Suite 400,
More informationThe Abbott Group at Morgan Stanley We Provide Solutions
The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive
More informationThe TPC Group at Morgan Stanley Smith Barney
The TPC Group at Morgan Stanley Smith Barney 53 State Street Exchange Place, 39th Floor, Boston, Massachusetts 02109 800-752-2678 / Main 617-227-9070 / fax fa.morganstanleyindividual.com/tpcgroup robert.m.panessiti@mssb.com
More informationRobert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams
Robert C. Randolph Vice President-Wealth Management Portfolio Manager Financial Planning Specialist Connecting Your Lifestyle With Your Dreams Investors today are busy with work, family and community and
More informationThe Forster Group at Morgan Stanley Smith Barney
The Forster Group at Morgan Stanley Smith Barney A Wealth Management Advisory Team Dennis Forster, CFP Senior Vice President- Wealth Management Financial Advisor Julie Williams Registered Associate Financial
More informationThe Tribeca Group at Morgan Stanley Smith Barney
The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin
More informationThe HALL WALSWORTH GROUP
The HALL WALSWORTH GROUP at Morgan Stanley Smith Barney The Hall Walsworth Group Welcome As Family Wealth Directors, we would like to invite you to a very individualized experience of global financial
More informationThe Frontier Group at Morgan Stanley Smith Barney
8 Developing Your Wealth Management Strategy 10 For life s Most important Goals. 12 a Culture of excellence The Frontier Group at Morgan Stanley Smith Barney East 140 Ridgewood Avenue 5 NT, Paramus, New
More informationThe Glazer Group at Morgan Stanley Smith Barney. Wealth Management is not a commodity and neither are you.
The Glazer Group at Morgan Stanley Smith Barney Wealth Management is not a commodity and neither are you. Optional Quality Wealth Callout Management Text At. Lenibh emerges ea facilit from nullam, the
More informationThe Haas-Compass Group at Morgan Stanley. Innovative Wealth Management and Financial Planning
The Haas-Compass Group at Morgan Stanley Innovative Wealth Management and Financial Planning 31099 Chagrin Boulevard 3rd Floor, Pepper Pike, OH 44124 216-390-4900 / MAIN 800-892-6126 / TOLL-FREE 216-360-4990
More informationThe Smalley Berman Group at Morgan Stanley Smith Barney
The Smalley Berman Group at Morgan Stanley Smith Barney 2727 Hollycroft Suite 330, Gig Harbor, Washington, 98335 253-858-4401 / Main 800-714-7989 / Toll-Free 253-858-4499 / fax fa.smithbarney.com/smalleyberman
More informationThe Rapkin Hersch Group at Morgan Stanley
The Rapkin Hersch Group at Morgan Stanley Success on your terms 601 Union Street, Suite 2900 Seattle, Washington 98101 Phone: 206.464.4545 2014 Morgan Stanley Smith Barney LLC Member SIPC Seth Rapkin,
More informationThe LGB Group at Morgan Stanley Smith Barney. A wealth management team
The LGB Group at Morgan Stanley Smith Barney A wealth management team Don t Let Emotions Guide Your Investment Decisions Be fearful when others are greedy. Be greedy when others are fearful. Warren Buffett,
More informationGwen G. Cohen. Wealth Management in Service of Life s Goals
Gwen G. Cohen Wealth Management in Service of Life s Goals 70 West Madison Street Suite 5450, Chicago, Illinois 60602 312-443-6527 / Main 800-575-5601 / Toll-Free 312-443-6300 / fax fa.morganstanleyindividual.com/gwen.cohen
More informationThe Bonnewell Group at Morgan Stanley Smith Barney
The Bonnewell Group at Morgan Stanley Smith Barney 701 Town Center Drive Suite 902, Newport News, VA 23606 757-873-3300 / MAIN 800-338-8948 / TOLL-FREE 866-767-4630 / FAX http://fa.smithbarney.com/bonnewell/
More informationSuccess on Your Terms. How We Help You Achieve Your Financial Goals
Success on Your Terms How We Help You Achieve Your Financial Goals One PPG Place, Suite 1300 Pittsburgh, PA 15222 Visit Our Team Website: www.morganstanleyfa.com/thestonegroup Bohdan W. Stone, CIMA Executive
More informationThe Peachtree Group at Morgan Stanley
The Peachtree Group at Morgan Stanley 3280 Peachtree Rd Suite 1900 Atlanta, GA 30305 Tel: 1 (877) 386-5767 Fax: (404) 601-5471 http://www.morganstanleyfa.com/thepeachtreegroupsb/ Why Clients Choose and
More informationThe Griffo/ Guernsey Group at Morgan Stanley Smith Barney
The Griffo/ Guernsey Group at Morgan Stanley Smith Barney 1 Research Magazine, 2006 and 2007 Each advisor on this year s State-By-State Winner s Circle rankings was filtered down from a list of over 7000
More informationThe Spectrum Group at Morgan Stanley
The Spectrum Group at Morgan Stanley 20807 Biscayne Blvd 6th Floor, Aventura, FL 33180 305-937-7100 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX www.morganstanleyfa.com/thespectrumgroup The Spectrum
More informationThe Fernandez, Hipple and Feranec Group at Morgan Stanley
The Fernandez, Hipple and Feranec Group at Morgan Stanley 2330 West Joppa Road Suite 255, Lutherville, MD 21093 410-494-1859 / MAIN 443-281-5545 / FAX www.morganstanleyfa.com/ fernandezhippleferanecgroup
More informationThe Apollo Group at Morgan Stanley
The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The
More information