The Glazer Group at Morgan Stanley Smith Barney Wealth Management is not a commodity and neither are you.
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Value Proposition Our clients are the foundation of our practice. We are committed to making a meaningful difference in your life by guiding you to make well-informed financial decisions, helping you to attain your goals, and striving to transcend your expectations. Our dedication to this commitment encompasses providing an extraordinary level of service which is distinctive, caring and personal. Equally important is our attentiveness to anticipating changes and challenges in your life and helping you prepare to meet those circumstances successfully. We endeavor to earn your trust and build a long-lasting relationship with you and your family. Our Values Advice: We create a partnership between ourselves and our clients. We are passionate about their success. Excellence: We know that success lies in the impact of little things, done exactly right. Service: We serve every client as if our world revolves around them, because it does. Integrity: We operate with integrity every day in every situation period. Accountability: We take responsibility for our actions. Unity: We are one team working toward one goal. Yours. MORGAN STANLEY SMITH BARNEY/3
Meet the Professionals We use our depth of experience and knowledge, along with the outstanding resources of Morgan Stanley Smith Barney to help you manage, protect, and preserve your wealth. Our complimentary skills focus on your personal, family, and business concerns to create a unified, comprehensive working plan. 4/MORGAN STANLEY SMITH BARNEY
CAROL P. GLAZER Senior Vice President Wealth Management Senior Investment Management Consultant Senior Portfolio Manager D. SPENCER GILLEN Financial Planning Specialist Guided Portfolio Manager ANGELO ARGYROS Registered Client Service Associate With over 30 years of experience in the financial services industry as an Institutional Professional and Wealth Manager, Carol assists small to mid sized business, high-net-worth individuals and families, providing financial, retirement, and investment planning. She designs and develops well-informed strategies that meet your goals and needs as well as reflect your values and aspirations. Carol believes that peace of mind comes from having structure, a comprehensive plan and a partnership with an experienced, knowledgeable and caring team of professionals. Her portfolio management and financial-planning process incorporates a wide range of economic, strategic and analytical viewpoints and utilizes the experience, insight and skills required to navigate the complexities of the financial markets. An Alumna of Queens College, City of New York, with a Bachelor of Science and Master of Arts, Carol continued her education with post-graduate studies at Queens College and Wharton School of Business. She has twice been recognized by Registered Representative magazine as one of the top ten outstanding advisors in the U.S. Worth magazine selected Carol Glazer as one of The Nation s 100 Most Exclusive Wealth Advisors and she is a Hall of Fame recipient from Research Magazine. Carol and her husband live in New York City and Long Island, and enjoy the many activities and experiences that the two lifestyles provide. Spencer focuses on both the individual investor and small-to-mid sized business owners. As a Financial Planning Specialist, his experience enables him to provide assistance in the development and implementation of retirement plans, identifying and providing lending services and guiding business owners in succession planning. With this varied background he develops customized strategies for high-net worth clients with a unique perspective as it relates to their business wealth and family transfers issues. Spencer s commitment to service is central to the process of building relationships, and enables him to help families during the accumulation, preservation, and distribution phases of their investment lives. Spencer is credentialed by Morgan Stanley Smith Barney as a Guided Portfolio Manager and Financial Planning Specialist and holds a degree in English Literature from Spring Hill College. He enjoys travel and exploring off the beaten path. While in college he spent time living in Italy and is an amateur Italian linguist. His other passions are cooking and theatre arts. As The Glazer Group Office Administrator, Angelo overseas all aspects of the Group service process and operations and provides the essential administrative services to our clients. This includes coordinating client information, financial and performance reporting, supervising research associates and interns and coordinating marketing and speaking engagements. Angelo has completed extensive training in financial and retirement planning and is responsible for creating the final documentation of our client s plans. He believes that service is about building longterm relationships and assisting our clients in achieving their financial goals. A Graduate of Berkeley College in Manhattan, Angelo holds a Bachelors of Business Administration with a major in International Business. Angelo enjoys spending time fishing, boating and participating in various sports activities. MORGAN STANLEY SMITH BARNEY/5
The Morgan Stanley Smith Barney Advantage Because you are unique, we begin each relationship by listening, asking questions and sharing information to learn what is important to you, your family and/ or business. It is through this discovery process that we are able to identify issues and develop sound strategies, customized to help you meet your specific requirements. This collaborative relationship becomes an ongoing process as we monitor, evaluate and adjust your plans to meet your changing dynamic needs. Taxes represent a significant consideration for our clients. We are sensitive to this issue and exercise care in the appropriate placement of investments in a tax appropriate manner. 6/MORGAN STANLEY SMITH BARNEY
As the CFO for our clients, we work closely with your other trusted advisors such as your attorney and accountant, to ensure that all the critical areas dovetail effectively with your overall investment and wealth management strategies. We take an integrative, holistic approach to our clients and investing, focusing on the underlying links of our clients interconnections.
The Glazer Group at Morgan Stanley Smith Barney 787 Seventh Avenue, 36th Floor New York, NY 10019 Telephone: 212.492.6390 Toll-Free: 800.346.4582 Facsimile: 212-492-6991 carol.glazer@mssb.com d.spencer.gillen@mssb.com evangelos.argyros@mssb.com http://fa.smithbarney.com/theglazergroup Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer s particular circumstances from an independent tax advisor. 2010 Morgan Stanley Smith Barney LLC. Member SIPC. 2844 03/10