The Monte Sano Group at Morgan Stanley. Amanda Mullins Todd McBride
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1 The Monte Sano Group at Morgan Stanley Amanda Mullins Todd McBride
2 501 Madison Street Huntsville, AL / MAIN / TOLL-FREE / FAX amanda.mullins@morganstanley.com todd.o.mcbride@morganstanley.com
3 The Monte Sano Group at Morgan Stanley Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you. THE MONTE SANO GROUP 3
4 Meet the Professionals left to right: Amanda Mullins, Todd McBride, Donna Hanson 4 MORGAN STANLEY
5 Amanda Mullins Financial Planning Specialist Vice President Wealth Advisor Amanda Mullins, Vice President Wealth Management graduated from The University of Alabama having earned a bachelor s degree in Retail Merchandising and a master s in Elementary Education. Amanda began her career in the financial services industry in 1994 with Nationwide Financial Services as a financial representative in Birmingham, Al, helping educators plan and save for their retirement. She then moved to Colonial Bank as a financial representative. In 1998 Amanda moved to Huntsville, Al and joined Morgan Stanley. Amanda s responsibilities as a member of The Monte Sano Group at Morgan Stanley include retirement and estate planning, developing wealth management strategies, investment analysis, and wealth transition strategies. Amanda also handles annuities and insurance investments as they relate to the wealth strategy. Amanda is a native of Huntsville and has 2 adult sons, Yale and Payne. Amanda has been involved in numerous community organizations and boards that promote the quality of life in Huntsville and women in the business community. She enjoys traveling, playing tennis, and swimming. Todd McBride Financial Planning Specialist Wealth Advisor Financial Advisor Todd has a unique combination of analytical and management experience, with over 25 years of managing complex business and personal client relationships. Todd moved to Huntsville, Alabama in 1988 after graduating from Appalachian State University with a degree in Computer Science and Applied Mathematics, a Minor in Business Information Systems, and a concentration in Economics. After spending several years in the Computer Software and Manufacturing industries including business ownership, Todd joined Morgan Stanley as a Financial Advisor in Todd s key area of focus as part of The Monte Sano Group include general wealth transfer, wealth protection, wealth management for business owners, and investment portfolio THE MONTE SANO GROUP 5
6 management for clients with dynamic family or business situations. Todd is married to wife Lisa and has 3 older children, Tyler, Kristen, and Blake. He is a graduate of the Leadership Huntsville Connect Program, and is actively involved in several community organizations. Donna Hanson Senior Client Service Associate Donna is a graduate of Sanford- Brown College with a degree in Business Administrative and Legal Services. Donna spent more than 15 years in the banking industry in a client service role before joining Morgan Stanley in She has spent her entire 30 year career ensuring that clients receive the best service possible. Donna s role with The Monte Sano Group is to provide a concierge-level of service for our clients, provide client scheduling, client disbursements, and coordinating the group s overall operations. Donna is married to husband Dennis and has a son Josh. Donna and her husband live in Madison, Alabama.
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8 We Work to Understand the Full Scope of Your Financial Picture It starts with listening. We ask questions regarding your needs and dreams, your tolerance for risk, your time horizon and then listen. It s an ongoing process through which we strive to know all we can about you, your family, your business (if applicable) and your short- and long-term goals. This period of discovery helps us make informed recommendations and design a flexible wealth management plan that is uniquely yours Discovery process Identify your goals, values, dreams, special concerns/challenges 2 Develop investment strategy Determine risk tolerance Analyze current investment portfolio Develop asset allocation strategy Portfolio construction 8 MORGAN STANLEY
9 The Client Experience Investment strategy meeting In-person meeting to present recommended investment strategy 5 Follow-up meeting In-person meeting to discuss: First statements Organization of paperwork Set up online account access (and review online resources) Develop schedule for 7 Wealth management plan meeting In-person meeting to present comprehensive wealth management strategies 9 Ongoing monitoring of investment strategy and wealth management plan Develop schedule for review meetings future review meetings Schedule wealth management plan meeting 4 Execution of investment strategy Open new accounts Transfer existing assets Conduct trades to execute agreed-upon investment strategy 6 Develop comprehensive wealth management plan Financial planning Retirement planning Access to banking and lending services Education planning Business succession planning Charitable giving Family dynamics Estate planning management plan meeting 8 Execute wealth management plan Ongoing execution of wealth management strategies 10 Re-evaluate investment strategy based on changes to goals, objectives and/or expectations Adjust investment portfolio and/or wealth management plan in light of any changes CRC# /2014
10 Our Consultative Process Charting a prudent course to financial independence requires a wellconceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes: 1 Discovery Before our first meeting, we suggest that you take a fresh inventory of your wealth, including where each asset is located and what it is worth. At that meeting, we will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what worries you and what you are passionate about. Our conversation will also explore your values, key relationships, total assets, preferred manner of communication, as well as identify the other professional advisors with whom you work. That way, our team can help you determine how all the facets of your financial situation could dovetail effectively. 2 Analysis and recommendation Based on our discussion, the team will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan that can help address your income and cash flow needs, borrowing requirements, asset protection, retirement planning, wealth transfer, philanthropy and other areas beyond investment management. By taking the additional time to carefully review these topics, we hope to make you comfortable with proposed investment strategies and service providers before implementing your wealth plan. 3 Implementation After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Wherever appropriate, we will suggest seeking additional, in-depth advice on particularly complex issues we have identified, including family dynamics, estate planning, lending, tax planning strategies and more. Whatever approach we decide on, the team will help you keep your investments on track. 4 Reviewing objectives We believe that ongoing communication is a vital component of our ongoing relationship, and we are committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and the team will review your portfolio at your request and whenever you feel that your circumstances have changed. We will then seek to make certain that your assets are positioned according to your evolving needs. If necessary, we will suggest adjustments to your strategy to address changes in your circumstances or your objectives. 10 MORGAN STANLEY
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12 Risk Management Retirement Integrated Planning Investment Management Liquidity Estate Planning
13 Education Funding Business Strategies A CULTURE of EXCELLENCE OVER THE YEARS, YOU WILL MAKE MANY FINANCIAL DECISIONS. ONE IN PARTICULAR IS LIKELY TO HAVE A LASTING IMPACT ON YOUR WELL BEING AND THAT OF YOUR FAMILY: THE CHOICE OF A FINANCIAL ADVISOR. Charitable Pursuits Thoughtful decision-making usually begins with a lot of questions. As you get answers and information, you can develop a framework for evaluating different choices and strategies. Little by little, you gain both the knowledge andtheconfidencetomakedecisions and create a wealth plan that helps you achieve your goals. You will find your Morgan Stanley Financial Advisor to be a source of objective information and ideas as you begin to assess how to best manage your wealth. Over the course of many years, our firm and Financial Advisors have developed an in-depth understanding of virtually all the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. This experience is combined with access to a wide array of resources designed to help you maximize what you have and accomplish your specific goals whether you are preparing for the cost of educating children, managing risk in your portfolio or finding ways to increase the impact of your charitable contributions. Your Financial Advisor is an advocate within our firm, an intelligent editor who selects and aligns the many capabilities of Morgan Stanley for you, delivering resources to you in the way that is appropriate for how you invest and what you want to achieve.
14 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 put you on a path to the retirement you envision. Every plan comes with our commitment to work with you over time to be sure you stay on track. 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 /2014 CRC
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