The Boardwalk Group at Morgan Stanley
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- Jemimah Butler
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1 The Boardwalk Group at Morgan Stanley
2 45 North Street Hyannis, MA / TOLL-FREE / MAIN / FAX theboardwalkgroup@morganstanley.com
3 The Boardwalk Group at Morgan Stanley Our mission is to help clients craft a personalized vision of their future, focus on what it means to them and how to maintain the financial independence they have worked hard to achieve. Strategic and customized planning creates the road map to this process, with the end goal to enjoy those things in life that matter most. Using our core principles of process, advice relationship, experience and service, The Boardwalk Group at Morgan Stanley seeks to provide all of our clients with an excellent client experience. We are committed to you and to maintaining the highest standards of integrity. THE BOARDWALK GROUP 3
4 Meet the Professionals The Boardwalk Group 4 MORGAN STANLEY
5 Eric Hokanson Portfolio Manager Senior Vice President - Wealth Management Financial Advisor Eric Hokanson is a Senior Vice President, Financial Advisor, of Wealth Management with Morgan Stanley. Eric began working with Morgan Stanley in Hyannis, MA in He has been working with clients on wealth management and investment strategies since Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and build a comprehensive financial plan, to help meet the objectives of a client. He currently lives in Sandwich, Massachusetts with his wife and two children. During his down time Eric enjoys traveling, working to support local youth athletic programs, skiing, golf and spending time with his family Peri Wentworth, CRPC Portfolio Manager First Vice President - Wealth Management Financial Advisor Peri Wentworth has 40 years of financial services experience. She is First Vice President, Financial Advisor, of Wealth Management with Morgan Stanley and Portfolio Manager, joining the firm in She began her career at the Equitable Trust Company in Baltimore, Maryland. She is passionate about working with clients to formulate their personal goals and realize their vision for success with family, finances, estate, church, education, real estate, all the moving parts that make our lives more purposeful. Peri has been a Cape Cod resident since 1971 where she raised her two daughters. She currently lives in West Yarmouth with her Bernese mountain dog, Toby. Donna Drown First Vice President - Wealth Management Financial Advisor Donna Drown is a First Vice President, Financial Advisor, of Wealth Management at Morgan Stanley. Donna began her Wealth Management career at A.G. Edwards in Donna moved her practice to Morgan Stanley in She has built her career focusing on working closely with her clients and develops financial plans to help each individual client achieve their very specific goals. Donna, a Cape Cod native, Nickerson, lives in Harwich, MA with her husband Wes. They have three children and four grandchildren. In her free time Donna enjoys making Nantucket baskets, sailing, skiing, traveling and spending time with her grandchildren. THE BOARDWALK GROUP 5
6 Ryan McMullen Portfolio Manager Financial Advisor Ryan McMullen is a Financial Advisor with Morgan Stanley and is experienced in personal Wealth Management and Asset Management. Ryan prides himself on providing clients with comprehensive financial advice following a holistic approach to Wealth Management. His goal is to focus on client s values, concerns, and long term objectives and creating tailored financial solutions that speaks to their unique financial situation. Ryan earned his MBA in Finance and MS in Accounting from Saint Peter s University Graduate School of Business. Ryan holds undergraduate degrees in Marketing and Economics from Saint Peter s University. Ryan currently lives in Cohasset, MA with his wife Joana, their son Grayson and their dog Finn. Michele Sparrow Senior Client Service Associate Michele Sparrow is a Senior Client Service Associate with Morgan Stanley and has been with the firm since Prior to Morgan Stanley, Michele worked at Smith Barney as Branch Managers Assistant and brings over 15 years of experience in the financial services industry. Michele is also the recipient of the complex service excellence award in recognition of contributions of the firm s core values. Michele has exceptional interpersonal and organizational skills and is very detail oriented which allows her to offer great client service. Michele lives in Cotuit, MA and enjoys spending her time away from the office with friends and family and traveling. J. Cameron Morris Senior Registered Client Service Associate J. Cameron Morris is a Senior Registered Associate with Morgan Stanley and has been with the firm since 2008 in a Wealth Management Operations capacity. Cam prides himself in the execution of any and all service related matters for clients. He also maintains an extensive working understanding of Morgan Stanley systems and platforms used within the group on a daily basis. Cam was born and raised on Cape Cod and currently lives in Cummaquid, MA with his wife Brenda and their dog Finn. During time away from work he can be found on the water, traveling, and spending time with his family. 6 MORGAN STANLEY
7 Nancy Bober Senior Registered Client Service Associate Nancy D. Bober is a Senior Registered Client Service Associate. She joined the firm in 2011 bringing to the group over 12 years of experience in the banking and financial services industry. Nancy executes service related matters for our clients as well as assisting in developing and maintaining existing relationships. Nancy resides in Chatham with her husband, son, and their dog Bella. In her free time she enjoys gardening, cooking, and absorbing the beauty and bounty of Cape Cod with her friends and family.
8 Asset Allocation and Portfolio Planning We will work together using a process that focuses on you and your goals, integrating investment decisions with your immediate financial needs and desired aspirations. This process encompasses four steps: 1 Personal review Before we can advise you, our team must understand you and your goals. We will guide you through an extensive discovery process to identify your objectives, time horizon, tolerance for risk and other considerations that may play a role in shaping your investment strategy. 2 Asset allocation and portfolio planning Your input drives the development of a personalized financial strategy. Designed to help you meet your specific needs, it addresses areas such as retirement, education expenses, estate planning and tax minimization potential. When our analysis is complete, we will present to you an investment strategy that helps to identify appropriate diversification for your portfolio. 3 Implementation After we have discussed and refined your strategy, we work closely with you to bring the elements to life. Should we decide that outside money managers are appropriate for you, we will 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 together, our team will help you keep your strategy on track. 4 Ongoing communications and reporting We view ongoing communication as the foundation of our successful collaboration with you. We will make every effort to keep abreast of your changing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals. 8 MORGAN STANLEY
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10 Creating Your Plan To be truly effective, your plan must reflect the totality of your personal and financial life. Our role is to help ensure that your investment objectives are consistent with pressing financial concerns and your long-term aspirations. These four steps were developed to achieve that goal: 1 Setting your financial objectives Through a process of discovery and discussion, we will work with you to articulate your aims for your wealth. Together, we will examine your current and future liabilities, income sources and cash flow needs, and then consider factors that might influence your overall strategy, including tolerance for risk, tax concerns, liquidity needs and time horizon. Through careful analysis, the team will look for potential gaps that may exist between you and your goals, and develop sound strategies to help smooth the path. 2 Creating your strategy Working from our understanding of you and your objectives, we will propose a financial plan that contains specific strategies designed to help meet those goals. Our advice may encompass issues such as retirement planning, business continuation, tax minimization potential and wealth transfer. You will also receive an asset allocation strategy designed to provide diversification for your portfolio. 3 Implementing your strategy After discussing and refining your strategy, we will work closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, the team will draw on indepth 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, we will help you keep your strategy on track. 4 Reviewing objectives and performance We view ongoing communication as the foundation of our successful collaboration with you. We will make every effort to keep abreast of your changing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals. 10 MORGAN STANLEY
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12 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. 12 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. MORGAN STANLEY 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. 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.
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14 Our goal is to thoroughly understand your financial needs and then align our resources to help you meet and exceed them. We can help you evaluate near-term concerns and plan for long term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. 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 /2015 CRC
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