Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/275584
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 • Family Office Services • Retirement Planning • Entrepreneurial Strategies • Education Funding Strategies • Charitable/Foundation Planning • Risk Management • Manager Due-Diligence • Access to Banking and Lending Services • 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 www.morganstanleyfa.com/thewillinggroup 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. Investment Management Consultants Association, Inc. owns the marks CIMA, ® Certified Investment Management Analyst SM (with graph element), ® and Certified Investment Management Analyst. SM © 2013 Morgan Stanley Smith Barney LLC. Member SIPC. CRC754328 11/13 NY CS 7743877 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 MECH JOB INFORMATION PROJ. NO.: 7743877/602810729 JOB NAME: Retail Byrnes Willing Grou DESCRIPTION: CLIENT NAME: Byrnes, Lesley PROJECT MGR.: Mitzner, Julie COST CENTER: 100625 DUE DATE: 12/16/2013 SPECIFICATIONS TRIM SIZE: 9.25" × 11.125" FINISHED SIZE: 9.25" × 11.125" BLEED: 0.125" POST-PROD.: PAPER: Mounted on Gator Glossy Lam PRINTING: Digital COLORS: CMYK NOTES MODIFIED BY CH AN 11-14-2013, Ch SKR 11-15-2013, CH AN 11-15-2013 APPROVAL CREATIVE SERVICES 1585 Broadway 23rd Floor New York, NY 10036 180 Varick Street, 3rd Floor New York, NY 10014 m1 FILENAME: 7743877 Willing Group m1 LAST MODIFIED: November 15, 2013 4:48 PM Full.indd 1 11/19/13 10:32 AM