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 & Entertainment Director Senior Vice President Financial Advisor 561-776-6457 Lee.Chimerakis@morganstanley.com R. E. Bryan Beasley Associate Vice President Financial Advisor 561-776-6470 Bryan.Beasley@morganstanley.com Sarah Dellolio Senior Registered Associate 561-776-6477 Sarah.Dellolio@morganstanley.com
The Chimerakis Group at Morgan Stanley Successful people often have complex wealth management needs: in addition to investments, people may need help with professional planning, insurance, banking, trusts and many other financial decisions. Many lack the time or inclination to do all this work themselves. A select group of executives, entrepreneurs, physicians and retirees turn to The Chimerakis Group at Morgan Stanley for help. Our team of experienced professionals provides a full range of wealth management services. We bring simplicity to sophisticated strategies, following a rigorous, repeatable process to customize a plan for each client. Our aim is to help clients understand their financial position, have confidence in their decisions, and feel optimistic about their future. We also serve a number of professional athletes and coaches, providing the specialized advice and service they require. Given the unique nature of their lifestyle, earning profile and specific benefit structure, it is reassuring for these professionals to work with a seasoned team. The Chimerakis Group 3
Simplicity, Strength, Teamwork: Our Approach to Successful Relationships. Over the years, The Chimerakis Group of Morgan Stanley has relied on three core principles that enable clients to understand their financial position, have confidence in their decisions, and feel optimistic about the future. Simplicity A well-considered, strategically sound financial plan may incorporate sophisticated tactics and elaborate planning. However, we believe that all financial decision-making comes down to a simple choice: does this help me achieve my goals? At The Chimerakis Group, our aim is to make complex financial issues simple. Our plans and investment strategies are backed by rigorous, repeatable processes and the latest financial thinking. However, our approach is to simplify decision-making and handle all the details for our clients. Our intent is to keep your financial life simple, so you can devote yourself to the areas of your life that are most important to you. Strength In addition to decades of experience in financial and wealth management, The Chimerakis Group is a part of Morgan Stanley, one of the largest and most respected financial services firms in the world. Morgan Stanley offers a comprehensive suite of resources that cover every area of wealth management. The Chimerakis Group also specializes in serving a particular type of client. Our experience with successful executives, entrepreneurs and physicians, along with our longstanding relationships with professional athletes and coaches, means that we understand your specific needs, and are strong in the areas you care most about. 4 Morgan Stanley
Teamwork One of the most important things we have learned in working with professional athletes and coaches is the value of teamwork. When everyone works together for a common goal, the chances of success improve dramatically, whether in sports or financial services. We understand and believe that our role is to serve your needs. We leverage the resources of Morgan Stanley to ensure that you get the answers you need, the strategies that work, the professional advice you require. Each client is a member of our team. We invite you to play an active role in helping us understand your objectives and preferences, so that we develop meaningful and effective solutions specific to your needs.
Our Services Charting a prudent course to financial independence requires a well conceived, personalized wealth plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive wealth plan for the future that includes: Setting a Confident Course Balance sheet analysis Retirement planning Education planning Estate planning Multigenerational planning Shaping Your Retirement Traditional IRAs Roth IRAs IRA rollovers Roth conversions Building a Unique Legacy Estate planning Charitable lead and remainder trusts Family foundations Educating New Generations Education savings plans Custodial accounts Managing the Rewards of Success Asset allocation Investment management Traditional investments Alternative investments* Structured investments* Separately managed accounts ETF strategies Annuities Giving Back Through Philanthropy Charitable lead and remainder trusts Family foundations Donor-advised funds * Alternative and structured investments involve risks and are not suitable for all investors. ** The term cash management services does not imply that investments are managed by your Financial Advisor. 6 Morgan Stanley
Access to Banking and Lending Services Access to banking and lending services and products Debt restructuring Securities-based lending Strengthening Your Business Access to banking and lending services Cash management services** Retirement plans Strategic consulting and transactions Succession planning
Working With Professional Athletes and Coaches PROFESSIONAL ATHLETES AND COACHES are unique investors with potential for great personal income in a short period of time. They often face financial decisions that arise in the midst of overlapping life events, and in the face of celebrity status and unique family dynamics. Unlike traditional investors with careers that span more than 40 years, professional athletes and coaches often have a short window to save and plan for retirement. Without a specific process to address these challenges, making sound investment decisions can be an overwhelming task. The Chimerakis Group has worked with athletes and coaches for many years. We recognize and respond to the unique challenges they face in order to preserve their wealth and successfully transition into life after the game. We work with athletes and coaches to build a flexible financial game plan that can serve as a stable place to stand while life is moving quickly and decisions need to be made. Playing the Game Is Hard. Financial Independence Should Be Easy. We Can Help. 8 Morgan Stanley
Meet the Professionals Lee J. Chimerakis Sports & Entertainment Director Senior Vice President Financial Advisor R.E. Bryan Beasley Associate Vice President Financial Advisor Lee J. Chimerakis joined Morgan Stanley as a Senior Vice President in October of 2009. Prior to that, he was an Executive Director of Investments and Senior Portfolio Manager with the Omega Group of Oppenheimer & Co. Inc., and a Director and Portfolio Manager with Alex Brown. In 2006, Lee formed The Chimerakis Group when he partnered with Bryan Beasley. In 2011, Lee celebrated 30 years of providing quality investment management, advice and service to a select group of clients. Lee has earned the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), the Uniform Investment Adviser Law (Series 65), the Managed Futures (Series 31), and the state of Florida Health, Life & Annuity licenses. In addition to working with high-net worth families and business owners, Lee has serviced the unique needs of NFL and NBA coaches for over 30 years. Lee has given numerous group presentations on retirement and money management strategies to both individual investors and major corporations. In 2014, Lee was named a Sports and Entertainment Director in the new Morgan Stanley Global Sports & Entertainment division. This is a specialized group that was created to help address the unique wealth management needs of actors, musicians, athletes, directors, producers, writers, coaches, owners and their business advisors. A graduate of the University of Florida, Lee earned his B.A. in 1976. He continues to support the Gators as a member of the UF Palm Beach Regional Council and is also a member of The Honda Classic Ambassador Club. Lee also serves as a student mentor for Student ACES for Leadership, a non-profit leadership development program for select high school student-athletes in Palm Beach County. Lee lives in North Palm Beach, FL, with his wife Tee, has two children, Nick and Dimitri, and a granddaughter, Cora. Lee.Chimerakis@morganstanley.com 561-776-6457 Bryan Beasley joined Morgan Stanley as a Financial Advisor in the Global Wealth Management division in October 2009. Previously, Bryan was a Financial Associate at Oppenheimer & Co. Inc., where in 2006 he joined Lee Chimerakis to form The Chimerakis Group. Prior to joining Oppenheimer, Bryan worked as an analyst for Merrill Lynch s Private Banking team in Palm Beach and he began his career as a Personal banker at Lydian Private Bank & Trust. Bryan and Lee formed The Chimerakis Group with the aim of ensuring that clients understand their financial position, have confidence in their investment decisions, and are confident about their future. Bryan, named an Associate Vice President in 2015, holds the General Securities Representative (Series 7), the Uniform Combined State Registrations (Series 66), and the state of Florida Health, Life & Annuity licenses. Bryan is a member of the Sudden Money Institute (SMI), a community of financial professionals trained to serve the unique needs of clients in financial transition. Bryan has worked extensively with Susan Bradley, founder of SMI and author of the book Sudden Money, to develop protocols that effectively address the unique financial challenges of 10 Morgan Stanley
v Sarah Dellolio Senior Registered Associate professional athletes and the young affluent. That experience has also enhanced Bryan s efforts in assisting his clients in transferring businesses and wealth to the next generation in an organized and effective manner. A graduate of Tulane University s A.B. Freeman School of Business, Bryan earned a B.S.M. degree in Finance in 2001, and was a four-year member of the Greenwave s Varsity Golf Team. Bryan was named to the Conference USA All-Academic Team his Freshman and Sophomore years. In addition to volunteering his time to many local charities and the Good Shepherd School, where his children attend, Bryan is a founding board member of Student ACES for Leadership, a non-profit leadership development program for select high school student-athletes in Palm Beach County. Bryan lives in Tequesta, FL, with his wife, Mary, and his four children Charlie, Dagny, Georgia, and Reed. Bryan is most proud of his family s effort to support young families in need through a grass-roots effort they refer to as the Thankful Hearts Project, which also promotes a day of Random Acts of Kindness each year on December 5th. Sarah oversees all daily operations for The Chimerakis Group. Joining Lee in 1996 at Alex. Brown & Sons and continuing with him at Oppenheimer & Co., Sarah has played an integral role in The Chimerakis Group s development over the years. She earned a B.A. from Boston College where she studied English and business. Sarah currently holds her Series 7, Series 65 and insurance licenses. Living in Tequesta with her husband, Tom, and son, Tommy, Sarah is proud of her Kentucky and Boston roots and passionately cheers for their sports teams. Sarah.Dellolio@morganstanley.com 561-776-6477 Bryan.Beasley@morganstanley.com 561-776-6470
Morgan Stanley 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 will benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley 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. Morgan Stanley LLC ( Morgan Stanley ) is a registered broker-dealer, not a bank. Where appropriate, Morgan Stanley has entered into arrangements with banks and other third parties to assist in offering certain bankingrelated products and services. Unless otherwise specifically disclosed to you in writing, investments and services offered through Morgan Stanley, member SIPC, are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, banks and involve investment risks, including possible loss of principal amount invested. Morgan Stanley LLC, its affiliates and Morgan Stanley 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. Asset Allocation does not assure a profit or protect against loss in declining financial markets. 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. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley 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 trusts and estate planning and other legal matters. 2014 Morgan Stanley Smith Barney LLC. Member SIPC.C crc904429 06/13 CS 7905984 12/14