ROWAN BEACH, CIMA®, MORGAN STANLEY WEALTH MANAGEMENT
WORLD CLASS INVESTMENT ADVICE is an important part of a
comprehensive wealth plan. So is advice about your estate, your
business, your philanthropic giving, your restricted stock position
and your lending needs. At Morgan Stanley, we o;er a full range
of services to help you grow, protect and transfer your wealth.
Then, a long and successful career should be followed by a
happy retirement—something that won’t happen on its own. It
requires investing wisely throughout your working years and then
following a solid strategy during retirement.
As a Financial Advisor, I have the experience and tools to help
you develop a strategy that is right for you, one that adjusts your
investments as needed for management of your wealth through
all the changes to come.
Call for an appointment today and let us help you keep wealth
working for you.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its a;liates and Morgan Stanley
Financial Advisors do not provide tax or legal advice. Individuals are encouraged to
consult their tax and legal advisors regarding any potential tax and related consequences
of any investments made under such account.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified
Investment Management AnalystSM (with graph element)®, and Certified Investment
Morgan Stanley Smith Barney LLC, Member SIPC
One Sansome Street, 38th Floor
Pictured (left to right):
San Francisco, CA 94104
Thank you Marin—my wife and I, along
with our three children, have been
proud to call you our home for more
than 25 years.
Ben Ferreria, Client Service Associate,
Rowan Beach, CIMA®, Financial Advisor
Stephanie Smith, Registered Client Service