2013 July Oklahoma Magazine

Page 15

Your Financial Future: Will You Be Ready? Getting your financial and investment act together takes time and close attention to detail. With more responsibilities, the process becomes even more complex. As a Morgan Stanley Financial Advisor, I have access to a range of resources, advice and services to help you meet your needs. • • • •

Equities, fixed income and mutual funds Trust and estate planning services Alternative strategies Individual Retirement Accounts

• • • •

Brokerage services Business financial services Lending services Financial planning services

Please call me to arrange a meeting about your wealth management needs. Greg A. Gangas Managing Director – Wealth Management Complex Manager for Oklahoma 2200 South Utica Place, Suite 300 Tulsa, OK 74114 918-744-4600 800-234-5515

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. 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 is a registered Broker/Dealer, not a bank. Where appropriate, Morgan Stanley has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Banking and credit products and services are provided by Morgan Stanley Private Bank, National Association, Morgan Stanley Bank, N.A. or other affiliates. Investment services are offered through Morgan Stanley Smith Barney LLC, member SIPC. Unless specifically disclosed in writing, investments and services offered through Morgan Stanley are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, the Bank and involve investment risks, including possible loss of principal amount invested. © 2013 Morgan Stanley Smith Barney LLC. Member SIPC.

NY CS 7181350 BC004 09/12 CRC394531


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