Northshore Magazine

January / February 2014

Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.

Issue link:

Contents of this Issue


Page 39 of 180

® Top Row L to R: James S. Polese, Portfolio Manager, Financial Advisor; Sarah R. Porter CIMA,  Financial Advisor; Cornelius Peterson X, Financial Advisor; Bob Willing, Financial Advisor;  John H. Buck III, Financial Advisor; Bottom Row L to R: Lisa A. Northrup, Senior Registered Associate; Katherine P. Richardson, Consulting Group Analyst Investors who choose Morgan Stanley tell us that their reasoning is simple. They choose a Financial Advisor and a firm that mirrors the values propelling their own success: a commitment to perform at the highest level for their clients, with no shortcuts, compromises or excuses. The Willing Group at Morgan Stanley seeks to provide this level of service to every client, every day. As a team of seven, we deliver a vast array of knowledge including: retail investments, debt management, insurance and estate planning strategies. We pride ourselves on our "white glove" service and aim to consistently deliver a high level of service, something our clients have grown to expect. With the backing of Morgan Stanley we are able to provide: •  Estate Planning Strategies  •  Retirement Planning  •  Education Funding Strategies  •  Risk Management  •  Access to Banking and Lending Services  •  Family Office Services •  Entrepreneurial Strategies •  Charitable/Foundation Planning •  Manager Due-Diligence •  Stock Option Planning We are focused on providing you with premier services and objective advice so that we can help protect, manage and grow your wealth. Our first priority will always be your financial success and we strive to achieve that with the highest level of integrity, commitment and care. The Willing Group at Morgan Stanley 53 State Street, 39th Floor Exchange Place Boston, MA 02109 617-589-3224 or 800-437-6664 The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial 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. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. ® ® SM Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management AnalystSM (with graph element),  and Certified Investment Management Analyst. © 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Full.indd 1 MECH CRC754328 11/13 NY CS 7743877 JOB INFORMATION 7743877/602810729 PROJ. NO.: JOB NAME: Retail Byrnes Willing Grou TRIM SIZE: FINISHED SIZE: BLEED: SPECIFICATIONS 9.25" × 11.125" 9.25" × 11.125" 0.125" NOTES 11/19/13 10:32 AM

Articles in this issue

Links on this page

view archives of Northshore Magazine - January / February 2014