The Waypoint Group at Morgan Stanley
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- Myrtle Walker
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1 The Waypoint Group at Morgan Stanley
2 3635 Boardman Canfield Road Canfield, OH / MAIN / TOLL-FREE / FAX
3 As Financial Advisors, our role is to help you use your wealth to achieve what is most important to you. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early the list is endless, and the decision is uniquely your own. Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team s experience and perspective informed by the insight and resources of one of the world s largest financial firms we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success. In short, your goals become our focus, and achieving them becomes a commitment that we share. THE WAYPOINT GROUP 3
4 Meet the Professionals We believe that working as a team helps to provide you with access to the most appropriate solutions, and helps to ensure that you benefit from the highest levels of service. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your needs promptly, professionally and thoroughly. Our goal is to earn your confidence not only through the quality of solutions we provide to you, but also the excellence with which we deliver them. 4 MORGAN STANLEY
5 Scott M. Zoldan Senior Vice President - Wealth Management Branch Manager since I am a member of the Investment Management Consultants Association (IMCA) and the Association of Individual Investors (AII) and I am a board member of the Mahoning Valley Historical Society. I am an avid fan of Youngstown State University football and a member of the Penguin Club. I reside in Canfield, Ohio with my wife, Bethann and son, Noah. As a Branch Manager with over 25 years of experience in the financial services industry, I have developed a diverse knowledge of the markets and economic conditions. I have helped provide highly customized advice, investment strategies and other financial services to high net worth individuals, families and institutions. I strive to provide clients with solutions based on product recommendations while placing great emphasis on developing an asset allocation strategy based on sound principles of risk and reward. I am Series 3, 7, 8, 63, and 65 registered all states and insurance licensed in AZ, OH, FL and PA. I graduated from Youngstown State University with a degree in Finance and have been a Producing Branch Manager in the Youngstown office THE WAYPOINT GROUP 5
6 Jeffrey R. Barone, CRPC Financial Planning Specialist Associate Vice President Financial Advisor years, Erin and our two children Lauren and Nicholas. I am a member of the National Multiple Sclerosis Society, Alpha Phi Delta Alumni Association and the Boardman Civic Association where I serve as Treasurer. I enjoy spending my free time in beautiful, Mill Creek Park walking our Labrador, Buddy, running and cycling. As a Financial Advisor for 8 years, my primary goal is to help clients build globally diversified portfolios in an effort to produce potentially competitive risk-adjusted performance based on client s unique goals. Through bull and bear markets, I have remained committed to helping simplify our clients investing lives and providing attentive client service. I am Series 7, 31, and 66 registered and insurance licensed in AZ, FL, HI, NC, OH and PA. I am a graduate of Youngstown State University and worked in family business before joining the firm. I am a Chartered Retirement Planning Counselor, CRPC and focus on retirement income planning. I live in Boardman, Ohio with my wife of 27 6 MORGAN STANLEY
7 town from Columbus in I am a member of the Mahoning Valley Young Professionals and serve on the Membership Committee of the Junior League of Youngstown. I live in Boardman and enjoy spending time with my fiancé, Keith and dog, Chauncey. Kristen T. Frank Financial Advisor I joined Morgan Stanley in 2012 as a Wealth Advisory Associate. In this role, I focused on comprehensive financial planning and worked with many financial advisors at the firm to provide this valuable service to their clients. Now, as part of the Waypoint Group, I strive to understand, and many times help to define, clients financial goals and long term needs. I work with the team to provide suitable strategies to help clients meet their financial objectives. I am Series 7 and 66 registered and insurance licensed in AZ, FL, OH and PA. I graduated from Miami University of Ohio with a B.S. in Accounting. Before getting into the financial service industry, I worked in public accounting and residential real estate. Born and raised in the Youngstown area, I moved back to THE WAYPOINT GROUP 7
8 Laura M. Kramer Senior Registered Associate I have been working with the Waypoint Group since I am a registered associate and have successfully completed my Series 7 and 66 examinations. I am responsible for a variety of client services including entering and processing all institutional security transactions, processing all new accounts and account consolidations as well as aiding individual clients with specific order requests. I further support the Waypoint Group by working with clients attorneys to help family estate issues. I provide private client service by using my attention to detail to help investigate and resolve account and operational questions and issues. Prior to joining Morgan Stanley, I spent 6 years working at Merrill Lynch and 17 years in the Banking Industry where I received my General Bank Diploma, Customer Service Certificate, and Lending Certificate. I live in Youngstown, Ohio with my husband of 35 years, Jim and we have two sons, Jimmy and Matthew. I am very active in our church where I have taught CCD for 25 years. I am a sponsor for RCIA, a member of GROW, Adult Formation, Youngstown Cursillo, and Project Grow. In my free time I love to read and cook. 8 MORGAN STANLEY
9 in Finance, also from Bradley University. While attending the university, I worked as an intern in the Chicago office of Morgan Stanley for four years. I enjoy spending my free time with my husband, Jawad and son Elias, who I ve been told is very cute. Jennifer W. Francis Client Service Associate I am currently a part-time employee with The Waypoint Group at Morgan Stanley since I evaluate and implement various marketing methods to develop business opportunities with clients and prospects. I am responsible for developing marketing strategies that will help guide our team s business plan. I am also responsible for heading up Client Appreciation Events, as well as touching our clients with monthly newsletters. Prior to joining, I worked as a fulltime employee for two years in Buffalo, NY as a Branch Manager s Assistant. I attended Bradley University, IL and graduated Cum Laude with a Bachelors degree of Finance in A year after I earned my Cum Laude Masters of Business Administration with a concentration THE WAYPOINT GROUP 9
10 Developing Your Wealth Management Strategy Individuals work hard to build wealth in pursuit of a meaningful life for themselves and their family. Your achievements reflect substantial effort, and we will work just as hard on your behalf, committing our experience and skills to helping you achieve your unique goals for your wealth. Moreover, we will support you and your strategy by accessing the resources and perspective of one of the world s largest financial firms. Before our team offers specific advice, however, we must understand who you are and what you want your wealth to accomplish. Working with you, we will complete a four-step process: 1 Setting your financial objectives We will begin our relationship by listening discussing a range of topics related to your financial needs and investment objectives: long-term life goals and expectations, possible major purchases, and legacy and charitable goals, if you have them. We will discuss your current financial resources, your time horizon for various goals, your tolerance for risk even how your liabilities are structured. If you own a business, we also might discuss your current banking and cash management needs. 2 Developing your wealth management strategy Based on your input, our advice will likely help address income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. Of course, your plan will include an asset allocation strategy designed to help achieve your financial goals in light of your risk tolerance and investment time horizon. 10 MORGAN STANLEY
11 3 Implementing your strategy After we have discussed and refined your strategy, the team works closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, we will draw on in-depth research and analysis to help you select from the hundreds of investment management firms available to you. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, the team will help you keep your strategy on track. 4 Reviewing your performance You will receive a quarterly review that outlines your portfolio s performance, helping you track progress toward your objectives. Moreover, when your personal situation or market conditions change significantly, we can suggest appropriate adjustments to your portfolio to help it remain aligned with your goals. 11
12 Start the Conversation We are dedicated to providing you with the strategies and resources that can help you achieve your retirement goals in today s changing financial environment. The Retirement Standard is meant to help connect all the pieces of your financial life with a comprehensive plan of action designed to help put you on a path to the retirement you envision. 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 /2015 CRC
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