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Your Wealth Plan
Presented to: Mark Finley & Jim Langbert
Presented by: J. David Stack, Financial
Advisor
Date: 07/29/2014
Stack-Gravenstine-Draper-Smith Groupat Morgan Stanley
Morgan Stanley Wealth Management330 Fellowship Road, Suite 400Mount Laurel, NJ 08054800-596-5668
www.morganstanleyfa.com/SGDS
Experienced, goal-driven strategies and solutions
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Table of Contents
• Team Introduction
• Team members
• Highlights
• Our philosophy
• Services Provided
• 4 Pillars
• Personalized plan
• Team Process
• Our process
• Asset management
• Liability management
• Risk management
• Estate planning/Wealth transfer strategies
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Stack-Gravenstine-Draper-Smith Group
• J. David StackFirst Vice PresidentFinancial Advisor
• Gregg W. GravenstineFamily Wealth DirectorSenior Vice PresidentFinancial Advisor
• James DraperSenior Vice PresidentFinancial Advisor
• Robert SmithCERTIFIED FINANCIAL PLANNER™Financial Planning Specialist
• Nina DraperBusiness Development Associate
• Vincent MarianiFinancial Advisor
• Karen PratherRegistered Client Service Associate
• Michele McDowellSenior Client Services Associate
From Left to Right:Michele McDowell, Nina Draper, Robert Smith, David Stack, James Draper, Gregg Gravenstine, Karen Prather, Vincent Mariani
Stack-Gravenstine-Draper-Smith GroupMorgan Stanley Wealth Management330 Fellowship Road, Suite 400Mount Laurel, NJ 08054800-596-5668
www.morganstanleyfa.com/SGDS
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Stack-Gravenstine-Draper-Smith Group
• Established Team since 1995
• Six Advisors
• Two Client Service Specialists
• Financial Planning Based Group
• Managing Approximately 500 Million in Assets
Advisor Certifications include:
CERTIFIED FINANCIAL PLANNERTM
Certified Investment Management Analyst®
Senior Investment Management Consultant
Retirement Plan Consultant
Financial Planning Specialist
Accredited Investment Fiduciary
Morgan Stanley Wealth Management
330 Fellowship Road, Suite 400Mount Laurel, NJ 08054800-596-5668
www.morganstanleyfa.com/SGDS
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Our Philosophy
• Help clients protect, preserve, and growth their wealth
• Use a disciplined financial planning process
• Customize our strategies and solutions based on our clients financial goals and objectives
• Provide superior client service, including monthly contact
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Our Wealth Management Process
Develop Strategies & Solutions for each
financial objective.
Choose specific investments
Review current situationDefine your financial objectives
Identify your risk tolerance
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4 2
3
AssessAdjustRefine
Discover Goals
Create a plan
Implement
Review Progress
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Wealth Management Cornerstones
• Asset Management – Asset Allocation and Security Selection based on your goals, objectives, and risk
tolerance
• Liability Management – Debt Strategies designed to build wealth and help you meet short and long term
financial goals
• Risk Management – Protecting your assets with Life Insurance, Disability Insurance, and Long Term Care
• Wealth Transfer – Establishing and effective Estate Plan to ensure tax efficient wealth transfer
according to your wishes
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Your Personalized Wealth Plan
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Disclosures
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley
Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. 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.
The investments and services listed may not be suitable for all investors. Morgan Stanley Smith
Barney LLC recommends that investors independently evaluate particular investments, and
encourages investors to seek the advice of a financial advisor. The appropriateness of a
particular investment will depend upon an investor's individual circumstances and objectives.
This material is intended only for clients and prospective clients of the Portfolio Management
program. It has been prepared solely for informational purposes only and is not an offer to buy
or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to
participate in any trading strategy.
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