Bobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor
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1 Bobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor
2 650 SOUTH EXETER ST. Ste 1100 BALTIMORE, MD / MAIN / TOLL-FREE /FAX Bobby.Wehman@morganstanley.com
3 Bobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As a Financial Advisor, my role is to work with you to help you develop a plan that lays out a clear path to your goals a plan that I develop in collaboration with you, and one that you can follow with confidence in the face of the market s ups and downs. Together, we will explore a broad range of topics that are likely to influence your financial future from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision. What I learn will become the foundation for a financial and investment strategy based on who you are and where you want to go. Only then will I talk with you about the details of investing: how much risk makes sense, your asset allocation, and which investments are right for your portfolio. But that s just the beginning. Over time, I will revise your plan to reflect new aspirations and priorities, helping your plan keep pace as the markets change and your life unfolds. BOBBY WEHMAN 3
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5 My Background Bobby Wehman, CFP, ChFC Portfolio Manager First Vice President - Wealth Management Financial Advisor Mr. Bobby Wehman, a native of Stony Brook, New York graduated from the United States Naval Academy in He was a four year letterman on the Naval Academy varsity lacrosse team and team captain his senior year. Bobby served seven years of active duty in the U.S. Navy which included a deployment with NATO forces in the North Atlantic and two deployments to the Persian Gulf in support of Operation Desert Storm. In 1994, after receiving an Honorable Discharge from the U.S. Navy, Bobby joined Legg Mason as a Financial Advisor. He currently holds both the CERTIFIED FINANCIAL PLAN- NER and Chartered Financial Consultant professional designations which serve as a testament to his proficiency. The CFP designation is widely recognized as the highest level of professional competency in the financial planning industry. Bobby is committed to providing the highest quality wealth management advice and remains dedicated to helping his clients grow and protect their assets so that they can achieve financial independence. When not at work, Bobby enjoys playing golf, coaching lacrosse and spending quality time with his wife and three children. BOBBY WEHMAN 5
6 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 I will work just as hard on your behalf, committing my experience and skills to helping you achieve your unique goals for your wealth. Moreover, I will support you and your strategy by accessing the resources and perspective of one of the world s largest financial firms. 6 Before I offer specific advice, however, I must understand who you are and what you want your wealth to accomplish. Working with you, I will complete a four-step process: 1 Setting your financial objectives I 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. I 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, I also MORGAN STANLEY might discuss your current banking and cash management needs. 2 Developing your wealth management strategy Based on your input, my 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 I have discussed and refined your strategy, I will work closely with you to bring the elements to life. Should we decide together that outside money managers are appropriate for you, I 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, I can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, I 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,
7 when your personal situation or market conditions change significantly, I can suggest appropriate adjustments to your portfolio to help it remain aligned with your goals.
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9 For Life's Most Important Goals With an experienced professional and the right resources, reaching your most important goals can be less challenging and more rewarding. I am ready to help you meet your goals, by combining my insight into your needs with the resources of Morgan Stanley. Setting a confident course Thorough, thoughtful planning planning that analyzes where you are as well as where you want to go is the most important step in establishing a path to your goals. I will work with you to explore and define your objectives and needs, and then structure a plan that is uniquely your own. Retirement planning Education planning Estate planning Multigenerational planning Managing the rewards of success Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets and the risks and opportunities they hold for you. You can rely on us for objective strategic advice in structuring your portfolio and for careful analysis of any investments we consider together. Asset allocation Investment management Traditional investments Alternative investments Shaping your retirement Together, we can work to make decisions that could help you move toward the retirement you expect. Whether you are building retirement wealth or making the transition to generating income from your assets, I can help you develop and implement a strategy based on your vision of retirement. IRAs: - Traditional - Roth IRA rollovers Roth conversions Building a unique legacy Estate planning typically brings together the dimensions of life: personal, family, financial and charitable. I will work with you to understand the connections between your life and legacy goals, and work with your accountant and attorney to help you develop a strategy to position your portfolio appropriately. Educating new generations Helping to meet the education costs of children and grandchildren may be one of the most attractive and personally fulfilling investment opportunities available to you. I can help you access appropriate investment vehicles 529 plans and custodial accounts. Meeting current liquidity and banking needs Managing personal cash and securing liquidity for personal needs and opportunities are the day-to-day aspects of implementing a financial strategy. I can help you meet your personal cash management and borrowing needs while thinking strategically about how approaches may affect current and longterm costs and taxes. Home finance Lending services Debt restructuring Securities-backed loans BOBBY WEHMAN 9
10 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 ll 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. 10 MORGAN STANLEY
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12 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. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact us to understand these differences. has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Unless otherwise specifically disclosed to you in writing, investments and services offered through Morgan Stanley 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. Asset allocation and diversification do not guarantee a profit or protect against loss. Morgan Stanley Smith Barney LLC is a registered brokerdealer, not a bank. Where appropriate, Morgan Stanley Smith Barney LLC 2013 Morgan Stanley Smith Barney LLC. Member SIPC /2013 CRC
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