The NorthStar Group at Morgan Stanley. Investment insights without limits

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1 The NorthStar Group at Morgan Stanley Investment insights without limits

2 60 East South Temple Suite 2000, Salt Lake City, UT / MAIN / TOLL-FREE / FAX thenorthstargroup@morganstanley.com

3 The NorthStar Group at Morgan Stanley Why the NorthStar Group? As financial advisors we have come together to create a group that is more than just the sum of its parts. By combining all of our individual strengths and passions, our clients have the benefits of distinctly different perspectives united for the singular purpose of seeking to identify and reach their goals. In today s complex economic environment, it is more important than ever to have more than one set of eyes helping to watch over your investments. THE NORTHSTAR GROUP 3

4 Meet the Professionals Brian Bevan and Sharon Stout 4 MORGAN STANLEY

5 Sharon Stout Financial Advisor Sharon Stout- Because of her eye for detail, her strengths include utilization of current technology and tools for financial planning, portfolio stress testing, portfolio evaluation, and portfolio analysis. The most important elements she provides to her clients are enthusiasm, empathy, compassion, and energy; because she truly cares about each of her clients personally. On a personal note- I don t like leaving important things to chance, in my personal life and in my professional life. Everyone who knows me, understands I really like to plan ahead and pay attention to the details. The most important people in the whole world are my family. They are the precious jewels in my life. We are a close family who enjoy spending time together. We don t plan to fail; only sometimes we fail to plan. Brian Bevan, CFP Financial Advisor Brian Bevan is a CERTIFIED FINANCIAL PLANNER Beyond putting his clients money to work for them, he wants every client to be prepared for the inevitable time when something unexpected happens in life. He strives to prepare them, their spouse/partner, kids, family, and business for those financially important life events. On a personal note-- I spend a good deal of my free time with my wife and two young boys. As a family, we enjoy all things outdoors; sports, camping, river rafting, biking and skiing. My expertise encompasses the many facets of business, from cash management to succession planning. My network of professional contacts allows for client mutually beneficial introductions. Clients currently utilize me as a trusted resource. THE NORTHSTAR GROUP 5

6 Life is a wonderful and complex journey The beauty of our world is that we are all different; the destinations we want to travel to are as varied as the mode of transportation we choose to get us there. Some of us want to meander to our destinations, stopping to smell each flower along the path, while others of us want to take a supersonic jet and just be there already. As long as we understand what we are gaining and giving up by our choices, there is no right or wrong way of navigating through our lives. No matter how you feel most comfortable getting there, or where your destinations may lie, the members of The NorthStar Group at Morgan Stanley take seriously our part in helping you chart your financial course towards realizing your financial goals. We will work with you to identify where you want to go, be it retirement, higher education planning, business succession, leaving a legacy, or something else altogether. We will then explore with you, the different modes of getting you there; including the risks and rewards associated with each of those options. 6 MORGAN STANLEY

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8 Your business benefits from a full services financial advisory team working with it We can assist you with: 1. Maximizing Corporate Retirement Plans 2. Cash Management and Investments 3. Currency Exchange 4. Access to Lending 5. Succession Planning and Implementation 6. Review and Adjust as Needs Change 8 MORGAN STANLEY

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10 We never for a moment lose sight of your family and you as individuals Financial planning for: 1. Retirement 2. Education 3. Personal Investments 4. Risk protection-insurance 5. Charitable Giving 6. Lending 7. Tax efficiency 10 MORGAN STANLEY

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12 Performance that meets your measure How will your portfolio perform the next time the winds of change blow? We can help you determine--where is your greatest risk? - Is it what you expect it will be? - Will you be taken by surprise? - Is it the same under different stress environments? - How much is that in dollars and cents? 12 MORGAN STANLEY

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14 We will help you chart your coursethe NorthStar Group at Morgan Stanley has meaningful intelligenceabout every major asset class and a firm with presence in every majormarket, as well as investment research from some of the world s most respected analysts. Our culture values lively debate and an open exchange of ideas as thebasis for distinctive, sophisticated strategies. We translate our insights into your financial success. 14 MORGAN STANLEY

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16 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 investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2016 CRC