What does The Lake Sumter Group at Morgan Stanley do? We proactively serve a select group of families with the distribution phase of their retirement by offering rigorous, relentless discipline seeking to bring a higher level of predictability.
How does your group achieve that? With financial planning tools and discretionary portfolio management, we build plans based on our client’s risk tolerance. As portfolio managers, we manage our clients’ portfolios on a daily basis and guide their objectives, which range from developing a health care strategy to attending to estate planning needs.
How do you help your clients achieve their objectives? Focusing our attention on our clients’ financial details means working toward their goal of living the lifestyle they have always envisioned. Having the resources in place to enjoy the next stage of their lives is important in achieving those goals. Perhaps they want to master a new language or travel to see family. Moving financial worry away from the front of their minds can put big concerns to rest.
What specific strategies do you offer your clients? Our focus is on financial planning which includes retirement planning, retirement income planning, estate planning strategies, college education planning, custom portfolio management, long term care planning and life insurance planning.
Gregory Prevatt, CLTC, CFP® Senior Vice President Portfolio Management Director Financial Advisor firstname.lastname@example.org
Client Service Associate email@example.com
Vice President Financial Planning Specialist Portfolio Manager Financial Advisor firstname.lastname@example.org
The Lake Sumter Group at Morgan Stanley
832 Lake Sumter Landing, The Villages, FL 352.751.7845 • Toll free 800.447.6036 morganstanleyfa.com/LakeSumter
What makes your group passionate about what you do? Our clients have spent their working years building a legacy. We enjoy helping them build the next phase of their lives. Having an advisor who can walk that path with them can mean the difference between living, and enjoying, their retirement.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. 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. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ ADV or from your Financial Advisor. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and Federally registered CFP (with flame design) in the US. © 2016. Morgan Stanley Smith Barney LLC. Member SIPC 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. CRC1651264 11/16