THE SECOND GROWTH. An organized and personal approach to the second stage of life. The Cypress Group at
|
|
- Jason Reed
- 5 years ago
- Views:
Transcription
1 THE SECOND GROWTH An organized and personal approach to the second stage of life. The Cypress Group at
2
3 With over 85 years of combined experience we have developed a process to help analyze and address what matters most to you and your family. We call it The Second Growth. An organized and personal approach to the second stage of life. The Personalized DNA Snapshot 1Your Second Growth begins with a conversation to understand who you are, how you arrived at this point in your life, and where you want to go. We analyze your personal needs, financial profile, and legacy plans to create a personal snapshot of your current situation.
4 Addressing The Gap 2After creating a personalized snapshot we will begin work developing a plan for your Second Growth. As part of our research we will conduct a gap analysis to determine whether there are any shortfalls that need to be addressed.
5 The Second Growth Blueprint 3 Once our analysis is complete we will review your Second Growth Blueprint. Investment philosophy, legacy plans, risk control, cash flow strategies, and liability management demand a specialized approach during the Second Growth. Our strategy is designed to address these needs specifically for you and your family.
6 The Foresting Process 4 The implementation of our Second Growth Strategy is a lifetime process. As financial circumstances evolve we communicate with you regularly and adapt to changing conditions in order to keep your financial forest healthy over time.
7 The Cypress Group Education Continuum 5 As part of your private access to The Cypress Group, we provide an educational experience throughout your life. This starts with regularly scheduled personal wealth management reviews and continues with client education events on current market conditions, geopolitical topics, and laws that may affect your financial growth blueprint.
8 The Cypress Group MARK THATCHER, CRPC Senior Vice President / Financial Advisor mark.thatcher1@morganstanley.com Mark Thatcher is a Senior Vice President and a Financial Advisor with The Cypress Group at Morgan Stanley. Mark is experienced in wealth management, retirement and estate planning and is a Chartered Retirement Planning Counselor. His practice focuses on asset management and financial planning for high net worth individuals, families, and institutions. Prior to joining Morgan Stanley, Mark was a Vice President at Merrill Lynch for eight years and was a member of the President s and Chairman s Club, as well as the Presidents and Executives Club. Before working at Merrill Lynch, Mark worked as the acting president of an import/export company in Japan where his responsibilities included managing exchange rate ramifications. Mark spent almost three years in Japan and speaks fluent Japanese. Mark received his Bachelors of Science degree in Finance and Economics. He is an avid skier, enjoys basketball and motocross, and has a passion for American history. Mark is married and has three boys.
9 SHAD LAMM, CRPC Senior Vice President / Financial Advisor shad.lamm@morganstanley.com Shad F. Lamm is a Senior Vice President and a Financial Advisor with The Cypress Group at Morgan Stanley. Shad excels in Wealth Management and Financial Planning and is a Chartered Retirement Planning Counselor. Shad is currently a member of the elite Master s club at Morgan Stanley. Shad received his Bachelors of Science degree in Business Management and Finance with a minor in Russian Linguistics. He was president of the Finance Society at his alma mater. Prior to joining Morgan Stanley, Shad held a position at Merrill Lynch as a Vice President and Senior Financial Advisor for 8 years. At Merrill Lynch he was a member of the Chairman s and Executive Club. Growing up in Colorado, Shad enjoys skiing, snowmobiling and motocross. Shad is married and has three children. CHRISTIAN RISENMAY, CFP Vice President / Financial Advisor chris.risenmay@morganstanley.com Chris Risenmay is a Vice President and member of The Cypress Group at Morgan Stanley. His practice focuses on asset management and financial planning for high net worth individuals, families, and institutions. As a CERTIFIED FINANCIAL PLANNER, Chris guides his clients in organizing and prioritizing their financial and estate planning needs and develops strategies for the accomplishment of their most important objectives. Chris focuses on investment strategies and asset allocation decisions for the team s discretionary management portfolios. Chris attended Brigham Young University on a wrestling scholarship and graduated with a degree in finance. He began his career with Merrill Lynch after graduation and later joined Morgan Stanley with the other members of The Cypress Group. Chris and his wife stay busy raising their six children. In between soccer, baseball, and other parental activities Chris enjoys running, racquetball, and Crossfit. S. ROSS BIESINGER Associate Vice President / Financial Advisor ross.biesinger@morganstanley.com Ross Biesinger is Financial Advisor with The Cypress Group at Morgan Stanley. Ross focuses on wealth preservation, income accumulation, planning and distribution. Prior to joining Morgan Stanley, Ross was a Financial Advisor with Merrill Lynch where he focused on client development and investment implementation. Before joining Merrill Lynch, Ross worked in the field of venture capital where he worked directly with invested firms to assist them in allocating their funds to achieve maximum growth from their assets. Ross received his Bachelors degree in Business Finance from Brigham Young University. He has a background in South American studies and speaks fluent Portuguese. Ross enjoys music, the outdoors, basketball, Crossfit and is an avid Lakers fan. Ross is married and has three children.
10 DAVID THATCHER, CFP CERTIFIED FINANCIAL PLANNER / Financial Advisor david.thatcher@morganstanley.com David Thatcher provides comprehensive wealth planning to high net worth families, institutions and business owners. David strives to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives. Drawing on his experience at Merrill Lynch, Morgan Stanley and as a CERTIFIED FINANCIAL PLANNER, he helps his clients simplify the complexities that come with financial planning and asset management so his clients can attain true comfort and confidence in their financial position, have more time for what is most important to themselves and their families. Prior to joining The Cypress Group, David and his wife worked and lived in New York City for ten years. After their first child and an invite to join The Cypress Group they moved to California where they now live with their three children. David is known for his affability and drive for excellence in serving his clients. CLARK PENNEY Financial Advisor clark.penney@morganstanley.com Clark Penney is a Financial Advisor with The Cypress Group at Morgan Stanley. Clark focuses on capital preservation and income accumulation. Prior to joining Morgan Stanley, Clark was a Financial Advisor with The Cypress Group at Merrill Lynch. Before his career with Merrill Lynch, Clark worked as an intern on the energy and defense committees with the U.S. Sentate in Washington D.C. and with the president pro tempore. Clark received his Bachelors of Science Degree in Business Management with a minor in Economics from Southern Oregon University. While at Southern Oregon University, Clark founded the Golf Club. Born in Alaska, Clark enjoys skiing, golf and dog training. LISA BEATY Relationship Manager lisa.beaty@morganstanley.com Lisa Beaty is a Relationship Manager with The Cypress Group at Morgan Stanley. Lisa brings seven years experience to the team. Starting as a Wealth Management Analyst, Lisa assisted in portfolio reviews and client relationships. Shortly after, she pursued a career as a Financial Advisor for five years and eventually transitioned to Relationship Manager to once again help in the portfolio review and financial planning process. While creating financial plans, extensive portfolio and life goal analysis, Lisa also maintains client relationships. Lisa s goal is to ensure clients are receiving the best review and financial plan possible while enhancing their client-advisor relationship with the team. Lisa received her Bachelor s degree in Business Management from Cal State San Bernardino. She enjoys being outdoors, running, Crossfit and spending time with her husband and two children.
11 BRENDA SCHULTHESS Client Service Associate Brenda Schulthess is a Client Service Associate with The Cypress Group at Morgan Stanley. Brenda joined the group in 2011 and is experienced in all aspects of client service. Before joining The Cypress Group, Brenda worked for Marriott Vacation Club International in sales and marketing. Within the financial industry, she worked in Private Wealth Management for Morgan Stanley in the Century City, Los Angeles office and in Private Equity/Capital Markets and Investor Relations with Ares Management LLC for five years. Brenda received her Bachelor of Arts degree in Advertising and Public Relations with a minor in Political Science from Brigham Young University. She enjoys reading, cooking, biking and traveling with her husband. LAURIE KING Senior Registered Client Service Associate laurie.king@morganstanley.com Laurie King is a Senior Registered Client Service Associate with The Cypress Group at Morgan Stanley. She has twelve years of experience in the financial industry specializing in the areas of operations, management, and client service. Laurie has a wealth of expertise she has earned through working with such firms as Smith Barney, UBS and Merrill Lynch. Laurie has one son living in New York City, who is studying with the Alvin Ailey American Dance Theater and one son at Palm Springs High School, who plays football, basketball and baseball. LETICIA DAMIAN Senior Client Service Associate leticia.damian@morganstanley.com Leticia Damian is a Senior Client Service Associate with The Cypress Group at Morgan Stanley. She joined The Cypress Group in 2007 and has over ten years experience in the financial industry, working at UBS and Merrill Lynch before joining Morgan Stanley. Lettie is very knowledgeable about all aspects of client service and assists clients with general account inquiries, research, problem solving and other administrative issues. Lettie enjoys swimming, hiking and spending time with her two daughters.
12
13 WEALTH MANAGEMENT RESOURCES As a team of Financial Advisors, we have access to a global platform of resources that enable us to elect the products and services that match the diverse financial needs of our clients. Our capabilities include, but are not limited to the following resources : WEALTH PLANNING WEALTH PRESERVATION & TRANSFER BUSINESS-OWNER SERVICES INVESTMENT CONSULTING & MANAGEMENT Retirement Planning Education Planning Estate Planning Investment Advice Insurance Trust Services Philanthropic Services Capital Strategies Group Borrowing Cash Management Retirement Plans Business-Succession Planning Insurance Investment Advisory Services Select Portfolios Portfolio Management Group
14 T H E C Y P R E S S G R O U P
15 OUR COMMITMENT TO YOUR SECOND GROWTH Throughout our combined 85 years of experience we have come to understand the unique challenges and planning uncertainties that you face in the second stage of life. We are committed to helping you experience a vibrant Second Growth by coming to a deep understanding of your financial DNA, addressing gaps that could pose long-lasting problems, implementing a blueprint to guide your individual income and legacy planning needs, and serving as a resource to continue your further understanding of the financial world. We welcome you to explore The Second Growth, an organized and personal approach to the second stage of life. Morgan Stanley 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.
16 7491O HIGHWAY 111, INDIAN WELLS, CA 9221O phone 76O toll free O28 fax 76O fa.morganstanleyindividual.com/thecypressgroup/ 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, and it cannot be used, for the purpose of avoiding tax penalities that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning the their attorney for matters involving trust and estate plannning and other legal matters. Life insurance, disability income insurance, and long-term care insurance and offered through Morgan Stanley Smith Barney s licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC, Member SIPC.
The 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 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 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 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 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 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 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 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 Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter
The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 D'Oliveira-Frick-Dutra Group at Morgan Stanley Smith Barney
The D'Oliveira-Frick-Dutra Group at Morgan Stanley Smith Barney 7530 Parker Road Fairhope, AL 36532 251-990-2939/ MAIN 877-886-1777/ TOLL-FREE 251-650-1378/ FAX www.morganstanley.com/fa/dfdgroup dfdgroup@mssb.com
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Heritage Group at Morgan Stanley
The Heritage Group at Morgan Stanley 225 East Lemon St Suite 100, Lakeland, FL 33801 863-687-6211 / MAIN 800-654-0081 / TOLL-FREE 863-683-7541 / FAX http://www.morganstanleyfa.com/ heritage/ Wade.L.Harvey@morganstanley.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 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 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 For our team, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they
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 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 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 Century Group at Morgan Stanley
The Century Group at Morgan Stanley 9665 Wilshire Blvd Suite 600 Beverly Hills, CA 90212 310-551-9466 / MAIN 800-458-9838 / TOLL-FREE 310-551-9401 / FAX The Century Group at Morgan Stanley What do you
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 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 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 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 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 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 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 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 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 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 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 Kopser Goodman Group at Morgan Stanley. managing wealth, creating opportunities
The Kopser Goodman Group at Morgan Stanley managing wealth, creating opportunities 4030 SMITH RD STE 200 CINCINNATI, OH 45209 513-562-8391 / MAIN 800-543-1825 / TOLL-FREE 513-579-0050 / FAX http://www.morganstanleyfa.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 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 informationThe Veritas Group at Morgan Stanley. Truth to Earn Your Trust
The Veritas Group at Morgan Stanley Truth to Earn Your Trust 7124 W. Central Avenue Toledo, OH 43617 419-842-5300 / MAIN 800-458-1066 / TOLL-FREE 419-842-5370 / FAX www.morganstanleyfa.com/veritasgroup
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 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 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 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 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 Triantafel Rumps Group at Morgan Stanley
2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA
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 Niou Way. Portfolio Management Group
The Niou Way Portfolio Management Group With over 29 years of experience, Stamford Niou and the Niou Way group s goal is to protect and grow our clients assets with the emphasis on risk control. The Niou
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 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 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 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 informationThe Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork.
The Chimerakis Group at Morgan Stanley Simplicity. Strength. Teamwork. 3801 PGA Boulevard Suite 700, Palm Beach Gardens, FL 33401 877.780.2539 / toll-free 561.627.2858 / fax Lee J. Chimerakis Sports &
More informationThe Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish
The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, NC 27612 855-830-0665 / TOLL-FREE 919-785-7163 / MAIN 919-882-1212 / FAX
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 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 informationThe Ricca-Weinerman Group at Morgan Stanley. Providing Wealth Management Solutions
The Ricca-Weinerman Group at Morgan Stanley Providing Wealth Management Solutions 300 Campus Drive 4th Floor, Florham Park, NJ 07932 973-236-3500 / MAIN 800-526-9075 / TOLL-FREE 973-943-4383 / FAX http://www.morganstanleyfa.com/ricca_weinerman/
More informationThe Livesay Balzano Group at Morgan Stanley
at Morgan Stanley Welcome Morgan Stanley serves many of the world s most sophisticated investors, and our firm is one of the nation s leading firms to help clients with their personal wealth. As your Financial
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 informationThe Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish
The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, North Carolina 27612 855-830-0665 / Toll-Free 919-785-7163 / main 919-882-1212
More informationAlliance Group at Morgan Stanley
Alliance Group at Morgan Stanley 1200 THIRD AVE HUNTINGTON, WV 25701 304-529-1000 / MAIN 800-624-3490 / TOLL-FREE 304-529-6873 / FAX http://www.morganstanleyfa.com/alliancegroup/index. htm Alliance Group
More informationThe Milestone Group at Morgan Stanley
The Milestone Group at Morgan Stanley 4300 East 53rd Street Suite 300, Davenport, IA 52807 563-344-4300 / MAIN 800-553-1871 / TOLL-FREE 563-344-4356 / FAX https://fa.morganstanley.com/milestonegroup msmilestonegroup@morganstanley.com
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 Culov Group at Morgan Stanley. Defining a path to your financial well-being.
The Culov Group at Morgan Stanley Defining a path to your financial well-being. 50 FOUNTAIN PLAZA SUITE 800 BUFFALO, NY 14202 716-849-4800 / MAIN 800-648-0018 / TOLL-FREE 716-849-2310 / FAX The Culov Group
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 information